UMH

UMH Properties
UMH

Overview Fund Activity

230 hedge funds and large institutions have $1.23B invested in UMH Properties in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 107 increasing their positions, 54 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+9
Holders Change %
+4.07%
% of All Funds
3.06%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
107
Reduced
54
Closed
25
Calls
$5K
Puts
$34K
Net Calls
-$29K
Net Calls Change
-$117K

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$42.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$15.1M
3
BlackRock
BlackRock
New York
+$10.7M
4
AAMU
APG Asset Management US
New York
+$9.12M
5
BC
Brookfield Corp
Ontario, Canada
+$8.43M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$10.5M
2
UBS AM
UBS AM
Illinois
-$4.95M
3
American Century Companies
American Century Companies
Missouri
-$4.46M
4
Millennium Management
Millennium Management
New York
-$3.92M
5
HA
Heartland Advisors
Wisconsin
-$2.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFSRSONJ
151
Police & Firemen's Retirement System of New Jersey
New Jersey
$270K +$270K +14,326 New
VI
152
Versor Investments
New York
$268K +$268K +14,200 New
VanEck Associates
153
VanEck Associates
New York
$259K +$48.3K +2,554 +23%
SGI
154
Summit Global Investments
Utah
$258K +$258K +13,677 New
SO
155
STRS Ohio
Ohio
$257K +$28.3K +1,500 +12%
CAG
156
Crestwood Advisors Group
Massachusetts
$257K – – –
NSEDCP
157
NJ State Employees Deferred Compensation Plan
New Jersey
$253K – – –
MFIM
158
Mesirow Financial Investment Management
Illinois
$238K +$2.61K +138 +1%
VA
159
Vident Advisory
Georgia
$225K -$163K -8,608 -42%
BL
160
BFSG LLC
California
$223K -$17K -900 -7%
SFI
161
Susquehanna Fundamental Investments
Pennsylvania
$221K +$221K +11,730 New
YIM
162
Yoffe Investment Management
Pennsylvania
$219K +$219K +11,612 New
CIS
163
Custom Index Systems
New York
$215K +$215K +11,364 New
FCM
164
Firestone Capital Management
Florida
$213K – – –
SWM
165
Stockman Wealth Management
Montana
$203K – – –
HWM
166
Hohimer Wealth Management
Washington
$198K +$198K +10,462 New
CIP
167
Cornerstone Investment Partners
Georgia
$197K +$197K +10,419 New
Osaic Holdings
168
Osaic Holdings
Arizona
$173K +$11.4K +605 +7%
BNP Paribas Financial Markets
169
BNP Paribas Financial Markets
France
$153K -$120K -6,333 -44%
AIP
170
Ameritas Investment Partners
Nebraska
$143K +$25.8K +1,365 +22%
MC
171
Montag & Caldwell
Georgia
$130K +$130K +6,900 New
QCG
172
Quadrant Capital Group
Ohio
$106K -$3.89K -206 -4%
Creative Planning
173
Creative Planning
Kansas
$95.4K -$161K -8,552 -63%
RI
174
Ridgewood Investments
New Jersey
$84.4K +$208 +11 +0.2%
UIA
175
Ulland Investment Advisors
Minnesota
$74K +$55.1K +2,915 +292%
5 6
7
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