UMH

UMH Properties
UMH

Overview Fund Activity

195 hedge funds and large institutions have $842M invested in UMH Properties in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 77 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
-4
Holders Change %
-2.01%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
77
Reduced
65
Closed
23
Calls
$111K
Puts
$636K
Net Calls
-$525K
Net Calls Change
-$385K

Top Buyers

1
Millennium Management
Millennium Management
New York
$9.33M
2
KCM
Kennedy Capital Management
Missouri
$10.8M
3
Cerity Partners
Cerity Partners
New York
$7.19M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$63M
5
DADC
D.A. Davidson & Co
Montana
$13.4M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
HA
Heartland Advisors
Wisconsin
$4.87M
3
Morgan Stanley
Morgan Stanley
New York
$13.5M
4
PCM
Penn Capital Management
Pennsylvania
$0
5
Renaissance Technologies
Renaissance Technologies
New York
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$104M -$2.65M -163,243 -2%
BlackRock
2
BlackRock
New York
$79.2M -$712K -43,836 -0.9%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$63M +$2.73M +168,028 +5%
American Century Companies
4
American Century Companies
Missouri
$47.1M +$798K +49,108 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$44.3M +$1.32K +81 +0%
CCM
6
Copeland Capital Management
Pennsylvania
$39.3M +$1.4M +86,478 +4%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$32.6M +$162 +10 +0%
State Street
8
State Street
Massachusetts
$30.6M -$331K -20,374 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$24.7M +$743K +45,744 +3%
PMG
10
Private Management Group
California
$21.3M -$111K -6,807 -0.5%
Jennison Associates
11
Jennison Associates
New York
$21.2M +$81.4K +5,015 +0.4%
Bank of America
12
Bank of America
North Carolina
$18.6M -$503K -30,969 -3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$15.3M +$929K +57,235 +6%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$14.2M +$695K +42,783 +5%
Northern Trust
15
Northern Trust
Illinois
$13.5M +$561K +34,521 +4%
Morgan Stanley
16
Morgan Stanley
New York
$13.5M -$3.91M -240,901 -22%
RJA
17
Raymond James & Associates
Florida
$13.4M +$2.61M +160,503 +24%
DADC
18
D.A. Davidson & Co
Montana
$13.4M +$2.69M +165,350 +25%
Charles Schwab
19
Charles Schwab
California
$13.3M +$285K +17,551 +2%
KCM
20
Kennedy Capital Management
Missouri
$10.8M +$7.67M +472,307 +246%
State of New Jersey Common Pension Fund D
21
State of New Jersey Common Pension Fund D
New Jersey
$9.85M +$575K +35,405 +6%
Millennium Management
22
Millennium Management
New York
$9.33M +$8.71M +536,469 +1,416%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$8.8M +$503K +30,965 +6%
Cerity Partners
24
Cerity Partners
New York
$7.19M +$4.09M +251,552 +132%
SEI Investments
25
SEI Investments
Pennsylvania
$6.26M +$253K +15,553 +4%
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