UMH

UMH Properties
UMH

Overview Fund Activity

199 hedge funds and large institutions have $789M invested in UMH Properties in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 92 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+12
Holders Change %
+6.42%
% of All Funds
2.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
92
Reduced
49
Closed
17
Calls
$353K
Puts
$493K
Net Calls
-$140K
Net Calls Change
-$331K

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$56.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
$100M
3
Morgan Stanley
Morgan Stanley
New York
$16.4M
4
BlackRock
BlackRock
New York
$75.4M
5
American Century Companies
American Century Companies
Missouri
$43.7M

Top Sellers

1
GKIM
GW&K Investment Management
Massachusetts
$103K
2
Invesco
Invesco
Georgia
$3.77M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.83M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$395K
5
EAM
Eagle Asset Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
176
Principal Securities
Iowa
$11.8K +$11.8K +771 New
HPC
177
HM Payson & Co
Maine
$9.19K – – –
CAS
178
Coppell Advisory Solutions
Texas
$8.73K +$8.73K +570 New
PFA
179
Pathway Financial Advisers
Indiana
$7.66K +$7.66K +500 New
NA
180
NewEdge Advisors
Louisiana
$6.57K -$4.15K -271 -39%
HWA
181
HHM Wealth Advisors
Tennessee
$5.78K – – –
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
EC
183
EntryPoint Capital
New York
$3.28K +$3.28K +214 New
Group One Trading
184
Group One Trading
Illinois
$3.06K +$3.06K +200 New
FHA
185
First Horizon Advisors
Tennessee
$2.47K -$2.82K -184 -53%
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$1.99K +$1.44K +94 +261%
OC
187
Oakworth Capital
Alabama
$1.99K +$1.99K +130 New
BFPW
188
BOK Financial Private Wealth
Colorado
$1.93K +$1.93K +126 New
AF
189
Allworth Financial
California
$1.87K +$153 +10 +9%
HNB
190
Huntington National Bank
Ohio
$1.24K -$536 -35 -30%
Loomis, Sayles & Company
191
Loomis, Sayles & Company
Massachusetts
$1K +$1K +85 New
PWMG
192
Private Wealth Management Group
New Jersey
$858 +$858 +56 New
LC
193
Lindbrook Capital
California
$720 -$1.93K -126 -73%
FFA
194
Farther Finance Advisors
California
$475 +$475 +31 New
GI
195
GAMMA Investing
California
$348 +$348 +23 New
AssetMark Inc
196
AssetMark Inc
California
$260 +$260 +17 New
ANBT
197
American National Bank & Trust
Texas
$199 – – –
HI
198
Harbour Investments
Wisconsin
$107 – – –
EAM
199
Eagle Asset Management
Florida
– -$2.78M -198,628 Closed
CRC
200
Curi RMB Capital
Illinois
– -$573K -40,869 Closed
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