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UMH

UMH Properties

192 hedge funds and large institutions have $891M invested in UMH Properties in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 15

35% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 57

8% more funds holding

Funds holding: 177192 (+15)

0.93% less ownership

Funds ownership: 70.57%69.64% (-0.93%)

6% less capital invested

Capital invested by funds: $944M → $891M (-$52.9M)

45% less call options, than puts

Call options by funds: $349K | Put options by funds: $639K

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
192
Holders Change
+15
Holders Change %
+8.47%
% of All Funds
3.03%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
32
Increased
77
Reduced
57
Closed
15
Calls
$349K
Puts
$639K
Net Calls
-$290K
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$126M +$6.34M +264,005 +5%
BlackRock
2
BlackRock
New York
$83.4M +$3.97M +165,164 +5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$62.2M +$3.22M +134,166 +6%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$40.9M -$465K -19,350 -1%
CCM
5
Copeland Capital Management
Pennsylvania
$39.3M +$706K +29,395 +2%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$37M +$19.2M +799,809 +113%
State Street
7
State Street
Massachusetts
$33.3M +$10.1M +420,618 +45%
Jennison Associates
8
Jennison Associates
New York
$29.8M +$6.12M +254,827 +27%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$23.3M +$1.09M +45,185 +5%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$16.7M +$189K +7,872 +1%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$16.4M +$1.75M +72,929 +12%
GKIM
12
GW&K Investment Management
Massachusetts
$16.3M +$222K +9,230 +1%
Ameriprise
13
Ameriprise
Minnesota
$16M +$203K +8,456 +1%
Charles Schwab
14
Charles Schwab
California
$13.2M +$880K +36,635 +7%
Northern Trust
15
Northern Trust
Illinois
$12.9M +$15K +626 +0.1%
JP Morgan Chase
16
JP Morgan Chase
New York
$11.9M -$946K -39,400 -8%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$11.8M -$2.2M -91,619 -16%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$11.8M +$3.22M +134,193 +39%
State of New Jersey Common Pension Fund D
19
State of New Jersey Common Pension Fund D
New Jersey
$11M -$263K -10,956 -2%
Invesco
20
Invesco
Georgia
$9.57M +$369K +15,375 +4%
BIC
21
B&I Capital
Switzerland
$9.49M -$2.5M -103,980 -21%
DADC
22
D.A. Davidson & Co
Montana
$9.36M -$1.12M -46,732 -11%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$9.2M +$444K +18,507 +5%
Wells Fargo
24
Wells Fargo
California
$8.41M -$1.33M -55,467 -14%
RR
25
Robotti Robert
$8.18M -$54.4K -2,265 -0.7%

UMH Hedge Fund Activity: Q1 2022 in Review

192 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q1 2022, worth a combined $891M — down 5.6% from $944M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new UMH positions and 15 closed out — a net gain of 17 holders — while 77 added to existing stakes and 57 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $19.2M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $10.7M sold.

  • 192 institutional investors held UMH Properties (UMH) as of Q1 2022, up from 177 in Q4 2021.
  • Funds reported $891M of UMH Properties stock for Q1 2022, down 5.6% quarter-over-quarter.
  • 32 funds opened new UMH Properties positions in Q1 2022 and 15 closed out, a net change of +17 holders.
  • The largest UMH Properties buyer in Q1 2022 was Janus Henderson Group, an estimated $19.2M added.
  • The largest UMH Properties seller in Q1 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2022.