UMH

UMH Properties
UMH

Overview Fund Activity

187 hedge funds and large institutions have $683M invested in UMH Properties in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 75 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+10
Holders Change %
+5.65%
% of All Funds
2.98%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
75
Reduced
52
Closed
15
Calls
$437K
Puts
$246K
Net Calls
+$191K
Net Calls Change
+$345K

Top Buyers

1
PMG
Private Management Group
California
$14.5M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$39M
3
American Century Companies
American Century Companies
Missouri
$35.5M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$7.47M
5
NIG
NFJ Investment Group
Texas
$3.77M

Top Sellers

1
BIC
B&I Capital
Switzerland
$0
2
Millennium Management
Millennium Management
New York
$1.72M
3
BlackRock
BlackRock
New York
$61.9M
4
Cerity Partners
Cerity Partners
New York
$0
5
Russell Investments Group
Russell Investments Group
United Kingdom
$3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$82.9M -$1.57M -112,055 -2%
BlackRock
2
BlackRock
New York
$61.9M -$4.85M -346,013 -7%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$39M +$11.3M +805,645 +41%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$38.2M -$431K -30,746 -1%
American Century Companies
5
American Century Companies
Missouri
$35.5M +$8.08M +576,304 +29%
CCM
6
Copeland Capital Management
Pennsylvania
$33.9M +$18.1K +1,290 +0.1%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$28.8M -$2.23M -158,903 -7%
State Street
8
State Street
Massachusetts
$24.6M +$827K +58,965 +3%
Jennison Associates
9
Jennison Associates
New York
$19.6M -$322K -22,965 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$18.7M +$1.44M +102,579 +8%
Bank of America
11
Bank of America
North Carolina
$16.6M -$21.7K -1,551 -0.1%
PMG
12
Private Management Group
California
$14.5M +$12.5M +890,355 +610%
GKIM
13
GW&K Investment Management
Massachusetts
$13.2M -$365K -26,046 -3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$11.8M +$645K +45,991 +6%
Nuveen Asset Management
15
Nuveen Asset Management
Illinois
$11.4M +$939K +66,968 +9%
Northern Trust
16
Northern Trust
Illinois
$10.7M +$775K +55,288 +8%
Charles Schwab
17
Charles Schwab
California
$10.4M +$649K +46,291 +7%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$9.91M -$502K -35,791 -5%
DADC
19
D.A. Davidson & Co
Montana
$9.22M +$531K +37,909 +6%
Invesco
20
Invesco
Georgia
$8.77M +$1.55M +110,276 +21%
RJA
21
Raymond James & Associates
Florida
$8.46M +$524K +37,391 +7%
HA
22
Heartland Advisors
Wisconsin
$8.31M – – –
State of New Jersey Common Pension Fund D
23
State of New Jersey Common Pension Fund D
New Jersey
$7.87M +$119K +8,490 +2%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$7.47M +$6.39M +455,541 +590%
Morgan Stanley
25
Morgan Stanley
New York
$6.36M -$351K -25,011 -5%
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