UMH

UMH Properties
UMH

Overview Fund Activity

177 hedge funds and large institutions have $745M invested in UMH Properties in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 75 increasing their positions, 47 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-7
Holders Change %
-3.8%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
75
Reduced
47
Closed
29
Calls
$447K
Puts
$601K
Net Calls
-$154K
Net Calls Change
+$41K

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$31.6M
2
Bank of America
Bank of America
North Carolina
$19M
3
BlackRock
BlackRock
New York
$76.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
$96.3M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$11.9M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.23M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11.9M
3
BIC
B&I Capital
Switzerland
$10.5M
4
Renaissance Technologies
Renaissance Technologies
New York
$0
5
American Century Companies
American Century Companies
Missouri
$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$96.3M +$10.3M +646,849 +12%
BlackRock
2
BlackRock
New York
$76.1M +$14.2M +886,892 +23%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$44.1M +$36.4K +2,277 +0.1%
CCM
4
Copeland Capital Management
Pennsylvania
$38.6M +$245K +15,314 +0.6%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$35.3M +$638K +39,895 +2%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$31.6M +$16.5M +1,031,437 +109%
American Century Companies
7
American Century Companies
Missouri
$31.3M -$1.56M -97,921 -5%
State Street
8
State Street
Massachusetts
$27.1M +$1.32M +82,823 +5%
Jennison Associates
9
Jennison Associates
New York
$22.7M -$153K -9,587 -0.7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$19.7M +$1.53M +95,711 +8%
Bank of America
11
Bank of America
North Carolina
$19M +$15.4M +965,350 +433%
GKIM
12
GW&K Investment Management
Massachusetts
$15.5M -$157K -9,812 -1%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$12.7M +$606K +37,953 +5%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$11.9M +$4.48M +280,557 +61%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$11.9M -$4.05M -253,361 -25%
Northern Trust
16
Northern Trust
Illinois
$11.4M +$626K +39,189 +6%
Charles Schwab
17
Charles Schwab
California
$11.1M +$645K +40,369 +6%
BIC
18
B&I Capital
Switzerland
$10.5M -$3.67M -229,500 -26%
DADC
19
D.A. Davidson & Co
Montana
$9.9M +$1.44M +90,056 +17%
HA
20
Heartland Advisors
Wisconsin
$9.47M +$7.99K +500 +0.1%
RJA
21
Raymond James & Associates
Florida
$9.05M +$1.13M +70,698 +14%
State of New Jersey Common Pension Fund D
22
State of New Jersey Common Pension Fund D
New Jersey
$8.83M +$1.36M +85,080 +18%
Invesco
23
Invesco
Georgia
$8.23M -$986K -61,709 -11%
Millennium Management
24
Millennium Management
New York
$7.99M +$2.94M +184,068 +58%
Morgan Stanley
25
Morgan Stanley
New York
$7.65M +$1.12M +70,292 +17%
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