UMH

UMH Properties
UMH

Overview Fund Activity

184 hedge funds and large institutions have $638M invested in UMH Properties in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+12
Holders Change %
+6.98%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
88
Reduced
39
Closed
14
Calls
$244K
Puts
$439K
Net Calls
-$195K
Net Calls Change
-$407K

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$30.4M
2
CCM
Copeland Capital Management
Pennsylvania
$35.5M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$6.11M
4
William Blair Investment Management
William Blair Investment Management
Illinois
$32.1M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$6.84M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$475K
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0
3
Jennison Associates
Jennison Associates
New York
$21.2M
4
Goldman Sachs
Goldman Sachs
New York
$2.15M
5
KOCAA
Knights of Columbus Asset Advisors
Connecticut
$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$79.5M +$1.47M +99,104 +2%
BlackRock
2
BlackRock
New York
$57.3M +$2.29M +154,819 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$40.8M -$447K -30,224 -1%
CCM
4
Copeland Capital Management
Pennsylvania
$35.5M +$10.7M +726,254 +43%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$32.1M +$4.3M +290,576 +15%
American Century Companies
6
American Century Companies
Missouri
$30.4M +$15.8M +1,066,260 +108%
State Street
7
State Street
Massachusetts
$23.9M +$1.26M +85,267 +6%
Jennison Associates
8
Jennison Associates
New York
$21.2M -$11.3M -762,923 -35%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$16.8M +$1M +67,646 +6%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$14.7M +$1.07M +72,200 +8%
GKIM
11
GW&K Investment Management
Massachusetts
$14.5M +$1.52M +103,061 +12%
T. Rowe Price Investment Management
12
T. Rowe Price Investment Management
Maryland
$14M +$1.62M +109,291 +13%
BIC
13
B&I Capital
Switzerland
$13.1M +$1.56M +105,250 +13%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$11.2M +$1M +67,731 +10%
Northern Trust
15
Northern Trust
Illinois
$9.93M +$1.05M +70,704 +12%
Charles Schwab
16
Charles Schwab
California
$9.71M +$432K +29,192 +5%
HA
17
Heartland Advisors
Wisconsin
$8.76M +$712K +48,150 +9%
Invesco
18
Invesco
Georgia
$8.53M +$972K +65,737 +13%
DADC
19
D.A. Davidson & Co
Montana
$7.83M +$1.56M +105,739 +25%
RJA
20
Raymond James & Associates
Florida
$7.33M +$1.83M +123,732 +33%
State of New Jersey Common Pension Fund D
21
State of New Jersey Common Pension Fund D
New Jersey
$6.91M – – –
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$6.84M +$3.95M +267,145 +137%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$6.11M +$5.48M +370,726 +873%
Morgan Stanley
24
Morgan Stanley
New York
$6.04M +$1.42M +96,284 +31%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$5.62M +$17.2K +1,160 +0.3%
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