UMH

UMH Properties
UMH

Overview Fund Activity

172 hedge funds and large institutions have $660M invested in UMH Properties in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 68 increasing their positions, 54 reducing their positions, and 21 closing their positions.

Holders
172
Holders Change
-4
Holders Change %
-2.27%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
68
Reduced
54
Closed
21
Calls
$329K
Puts
$117K
Net Calls
+$212K
Net Calls Change
+$270K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$15.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$14.9M
3
RJA
3
Raymond James & Associates
Florida
$5.99M
4
HA
4
Heartland Advisors
Wisconsin
$8.76M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$13.5M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$27.7M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$0
3
UOC
3
UBS O'Connor
Illinois
$0
4
DekaBank Deutsche Girozentrale
4
DekaBank Deutsche Girozentrale
Germany
$0
5
GKIM
5
GW&K Investment Management
Massachusetts
$14.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$85M 5,277,901 +39,234 +0.7%
BlackRock
2
BlackRock
New York
$59.9M 3,717,617 +90,514 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$44.9M 2,785,830 -574 -0%
Jennison Associates
4
Jennison Associates
New York
$35.3M 2,193,246 +3,830 +0.2%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$30.3M 1,880,006 -72,577 -4%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$27.7M 1,723,173 -1,567,015 -48%
CCM
7
Copeland Capital Management
Pennsylvania
$26.9M 1,672,347 +62,654 +4%
State Street
8
State Street
Massachusetts
$24.6M 1,528,956 +69,498 +5%
Westfield Capital Management
9
Westfield Capital Management
Massachusetts
$19.9M 1,239,075 -95,823 -7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$17.2M 1,067,054 +33,306 +3%
American Century Companies
11
American Century Companies
Missouri
$15.9M 987,551 +987,551 New
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$14.9M 923,943 +475,945 +106%
GKIM
13
GW&K Investment Management
Massachusetts
$14.1M 877,495 -97,802 -10%
T. Rowe Price Investment Management
14
T. Rowe Price Investment Management
Maryland
$13.5M 837,535 +191,722 +30%
BIC
15
B&I Capital
Switzerland
$12.6M 783,385 +19,500 +3%
Charles Schwab
16
Charles Schwab
California
$10.1M 626,996 +27,604 +5%
Northern Trust
17
Northern Trust
Illinois
$9.67M 600,376 +29,160 +5%
HA
18
Heartland Advisors
Wisconsin
$8.76M 544,100 +194,100 +55%
Invesco
19
Invesco
Georgia
$8.23M 511,160 -95,493 -16%
State of New Jersey Common Pension Fund D
20
State of New Jersey Common Pension Fund D
New Jersey
$7.53M 467,436 – –
Goldman Sachs
21
Goldman Sachs
New York
$7.34M 455,980 +146,760 +47%
DADC
22
D.A. Davidson & Co
Montana
$6.83M 423,972 +29,008 +7%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$6.1M 379,056 +3,442 +0.9%
RJA
24
Raymond James & Associates
Florida
$5.99M 371,808 +312,331 +525%
Ameriprise
25
Ameriprise
Minnesota
$5.44M 337,729 -6,052 -2%
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