UMH

UMH Properties
UMH

Overview Fund Activity

199 hedge funds and large institutions have $789M invested in UMH Properties in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 92 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+12
Holders Change %
+6.42%
% of All Funds
2.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
92
Reduced
49
Closed
17
Calls
$353K
Puts
$493K
Net Calls
-$140K
Net Calls Change
-$331K

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$56.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
$100M
3
Morgan Stanley
Morgan Stanley
New York
$16.4M
4
BlackRock
BlackRock
New York
$75.4M
5
American Century Companies
American Century Companies
Missouri
$43.7M

Top Sellers

1
GKIM
GW&K Investment Management
Massachusetts
$103K
2
Invesco
Invesco
Georgia
$3.77M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.83M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$395K
5
EAM
Eagle Asset Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$100M +$9.64M +629,427 +11%
BlackRock
2
BlackRock
New York
$75.4M +$7.8M +509,265 +12%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$56.9M +$14.2M +928,694 +33%
American Century Companies
4
American Century Companies
Missouri
$43.7M +$4.91M +320,494 +13%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$41.8M +$25.7K +1,679 +0.1%
CCM
6
Copeland Capital Management
Pennsylvania
$35.8M -$1.22M -79,776 -3%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$30.8M -$670K -43,720 -2%
State Street
8
State Street
Massachusetts
$29.1M +$2.23M +145,614 +8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$22.6M +$2.22M +144,720 +11%
PMG
10
Private Management Group
California
$20.2M +$4.3M +280,436 +27%
Jennison Associates
11
Jennison Associates
New York
$19.9M -$1.49M -97,168 -7%
Bank of America
12
Bank of America
North Carolina
$18M -$172K -11,225 -0.9%
Morgan Stanley
13
Morgan Stanley
New York
$16.4M +$9.46M +617,620 +136%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$13.6M +$677K +44,196 +5%
Nuveen Asset Management
15
Nuveen Asset Management
Illinois
$12.7M +$339K +22,147 +3%
Charles Schwab
16
Charles Schwab
California
$12.3M +$884K +57,721 +8%
Northern Trust
17
Northern Trust
Illinois
$12.2M +$518K +33,810 +4%
RJA
18
Raymond James & Associates
Florida
$10.2M +$938K +61,239 +10%
DADC
19
D.A. Davidson & Co
Montana
$10.1M +$21.2K +1,386 +0.2%
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$9.43M +$1.27M +82,757 +16%
HA
21
Heartland Advisors
Wisconsin
$9.17M +$86.6K +5,650 +1%
State of New Jersey Common Pension Fund D
22
State of New Jersey Common Pension Fund D
New Jersey
$8.75M +$159K +10,351 +2%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$7.83M -$3M -196,102 -28%
SEI Investments
24
SEI Investments
Pennsylvania
$5.67M +$397K +25,895 +8%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$5.57M +$310K +20,252 +6%
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