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 %
Group One Trading
201
Group One Trading
Illinois
$5.66K +$5.66K +300 New
ACM
202
Aster Capital Management
United Arab Emirates
$5.19K -$5.99K -317 -54%
VCM
203
Versant Capital Management
Arizona
$5.1K +$5.1K +270 New
HWM
204
Hemington Wealth Management
Virginia
$5K – – –
GWM
205
Geneos Wealth Management
Colorado
$4.66K – – –
SAM
206
Smartleaf Asset Management
Massachusetts
$4.04K – – –
GI
207
GAMMA Investing
California
$3.21K +$1.44K +76 +81%
LFG
208
Larson Financial Group
Missouri
$2.98K +$2.98K +158 New
LC
209
Lindbrook Capital
California
$2.83K +$170 +9 +6%
MCM
210
MAI Capital Management
Ohio
$2.83K +$2.83K +150 New
BA
211
Bellwether Advisors
Nebraska
$2.42K +$2.42K +128 New
SPIA
212
Steward Partners Investment Advisory
New York
$2.32K +$2.32K +123 New
AF
213
Allworth Financial
California
$2.19K – – –
RIL
214
Rothschild Investment LLC
Illinois
$1.98K +$661 +35 +50%
SIC
215
Salem Investment Counselors
North Carolina
$1.89K +$1.89K +100 New
EWA
216
EverSource Wealth Advisors
Alabama
$1.79K +$1.79K +95 New
WA
217
WPG Advisers
Maryland
$1.68K +$1.68K +89 New
HNB
218
Huntington National Bank
Ohio
$1.53K – – –
SO
219
Sierra Ocean
California
$1.32K +$1.32K +70 New
LWANC
220
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.23K – – –
CSWM
221
Cassady Schiller Wealth Management
Ohio
$1.23K +$1.23K +65 New
BIG
222
Brooklyn Investment Group
New York
$1.15K +$1.15K +61 New
PWMG
223
Private Wealth Management Group
New Jersey
$1.06K – – –
MAS
224
MPWM Advisory Solutions
Georgia
$699 +$699 +37 New
PA
225
Parallel Advisors
California
$321 +$321 +17 New
7 8
9
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