UMH

UMH Properties
UMH

Overview Fund Activity

130 hedge funds and large institutions have $377M invested in UMH Properties in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+3
Holders Change %
+2.36%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
14
Increased
41
Reduced
43
Closed
10
Calls
$644K
Puts
$222K
Net Calls
+$422K
Net Calls Change
+$232K

Top Buyers

1
Invesco
Invesco
Georgia
+$5.07M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.18M
3
BlackRock
BlackRock
New York
+$1.8M
4
ICOM
Investment Counselors of Maryland
Maryland
+$1.31M
5
Goldman Sachs
Goldman Sachs
New York
+$1.18M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$7.21M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$2.95M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.38M
4
WC
Walthausen & Co
New York
-$1.29M
5
MAM
Martingale Asset Management
Massachusetts
-$1.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$56.9M +$144K +9,741 +0.3%
BlackRock
2
BlackRock
New York
$43.2M +$1.8M +121,863 +4%
Russell Investments Group
3
Russell Investments Group
United Kingdom
$38.1M -$2.95M -199,308 -7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$35.9M +$444K +30,001 +1%
ICOM
5
Investment Counselors of Maryland
Maryland
$25.5M +$1.31M +88,118 +5%
State Street
6
State Street
Massachusetts
$12.8M +$39.4K +2,659 +0.3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$10.4M +$2.18M +146,968 +27%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$9.17M +$18.8K +1,272 +0.2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.36M -$1.38M -93,504 -14%
Northern Trust
10
Northern Trust
Illinois
$7.31M -$161K -10,868 -2%
State of New Jersey Common Pension Fund D
11
State of New Jersey Common Pension Fund D
New Jersey
$7.24M +$6.06K +409 +0.1%
Wells Fargo
12
Wells Fargo
California
$6.18M -$69.1K -4,669 -1%
Invesco
13
Invesco
Georgia
$5.58M +$5.07M +342,311 +999%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$5.19M +$427K +28,862 +9%
RR
15
Robotti Robert
$5.07M +$151K +10,225 +3%
MA
16
Montag & Associates
Georgia
$4.96M -$588K -39,733 -11%
WC
17
Walthausen & Co
New York
$4.77M -$1.29M -86,840 -21%
KCM
18
Kennedy Capital Management
Missouri
$4.44M +$69.3K +4,681 +2%
DADC
19
D.A. Davidson & Co
Montana
$4.3M -$199K -13,402 -4%
Boston Partners
20
Boston Partners
Massachusetts
$4.09M -$162K -10,929 -4%
Charles Schwab
21
Charles Schwab
California
$4.08M +$413K +27,866 +11%
PHAM
22
Pacific Heights Asset Management
California
$3.7M +$740K +50,000 +25%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$3.52M -$242K -16,599 -6%
RCM
24
Rutabaga Capital Management
Massachusetts
$3.31M – – –
Goldman Sachs
25
Goldman Sachs
New York
$3.22M +$1.18M +79,913 +58%
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