UMH

UMH Properties

191 hedge funds and large institutions have $889M invested in UMH Properties in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+15
Holders Change %
+8.52%
% of All Funds
3.02%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
32
Increased
77
Reduced
56
Closed
15
Calls
$349K
Puts
$639K
Net Calls
-$290K
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$126M +$6.49M +264,005 +5%
BlackRock
2
BlackRock
New York
$83.4M +$4.06M +165,164 +5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$62.2M +$3.3M +134,166 +6%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$40.9M -$476K -19,350 -1%
CCM
5
Copeland Capital Management
Pennsylvania
$39.3M +$723K +29,395 +2%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$37M +$19.7M +799,809 +113%
State Street
7
State Street
Massachusetts
$33.3M +$10.3M +420,618 +45%
Jennison Associates
8
Jennison Associates
New York
$29.8M +$6.27M +254,827 +27%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$23.3M +$1.11M +45,185 +5%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$16.7M +$194K +7,872 +1%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$16.4M +$1.79M +72,929 +12%
GKIM
12
GW&K Investment Management
Massachusetts
$16.3M +$227K +9,230 +1%
Ameriprise
13
Ameriprise
Minnesota
$16M +$208K +8,456 +1%
Charles Schwab
14
Charles Schwab
California
$13.2M +$901K +36,635 +7%
Northern Trust
15
Northern Trust
Illinois
$12.9M +$15.4K +626 +0.1%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$11.9M -$969K -39,400 -8%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$11.8M -$2.25M -91,619 -16%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$11.8M +$3.29M +134,193 +39%
State of New Jersey Common Pension Fund D
19
State of New Jersey Common Pension Fund D
New Jersey
$11M -$269K -10,956 -2%
Invesco
20
Invesco
Georgia
$9.57M +$378K +15,375 +4%
BIC
21
B&I Capital
Switzerland
$9.49M -$2.56M -103,980 -21%
DADC
22
D.A. Davidson & Co
Montana
$9.36M -$1.15M -46,732 -11%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$9.2M +$455K +18,507 +5%
Wells Fargo
24
Wells Fargo
California
$8.41M -$1.36M -55,467 -14%
RR
25
Robotti Robert
$8.18M -$55.7K -2,265 -0.7%