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UMH

UMH Properties

196 hedge funds and large institutions have $867M invested in UMH Properties in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 84 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 53

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1.86% more ownership

Funds ownership: 75.16%77.02% (+1.9%)

2% more capital invested

Capital invested by funds: $846M → $867M (+$20.6M)

0% more funds holding

Funds holding: 196196 (0)

30% less call options, than puts

Call options by funds: $364K | Put options by funds: $520K

Holders
196
Holders Change
Holders Change %
0%
% of All Funds
2.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
84
Reduced
53
Closed
17
Calls
$364K
Puts
$520K
Net Calls
-$156K
Net Calls Change
+$369K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$105M +$2.49M +160,073 +3%
BlackRock
2
BlackRock
New York
$83.8M +$5.6M +359,532 +7%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$79.5M +$17M +1,091,562 +28%
American Century Companies
4
American Century Companies
Missouri
$46.9M +$456K +29,320 +1%
CCM
5
Copeland Capital Management
Pennsylvania
$44M +$5.14M +330,263 +14%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$43.6M +$7.35K +472 +0%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$32M -$64.1K -4,115 -0.2%
State Street
8
State Street
Massachusetts
$31M +$907K +58,264 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$26.3M +$1.88M +120,635 +8%
Jennison Associates
10
Jennison Associates
New York
$21.2M +$334K +21,431 +2%
PMG
11
Private Management Group
California
$20.9M -$38.1K -2,450 -0.2%
Bank of America
12
Bank of America
North Carolina
$18.5M +$165K +10,612 +0.9%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$15.5M +$356K +22,844 +2%
N
14
Nuveen
North Carolina
$14.9M +$871K +55,930 +6%
Charles Schwab
15
Charles Schwab
California
$14.1M +$1.03M +66,010 +8%
DADC
16
D.A. Davidson & Co
Montana
$13.9M +$736K +47,256 +6%
Northern Trust
17
Northern Trust
Illinois
$13.9M +$544K +34,922 +4%
RJA
18
Raymond James & Associates
Florida
$13.9M +$672K +43,154 +5%
KCM
19
Kennedy Capital Management
Missouri
$11.5M +$880K +56,528 +9%
Morgan Stanley
20
Morgan Stanley
New York
$9.62M -$3.57M -229,117 -28%
Goldman Sachs
21
Goldman Sachs
New York
$9.11M +$3.2M +205,393 +56%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$6.75M +$650K +41,774 +11%
State of New Jersey Common Pension Fund D
23
State of New Jersey Common Pension Fund D
New Jersey
$6.45M -$3.17M -203,413 -34%
SEI Investments
24
SEI Investments
Pennsylvania
$6.31M +$138K +8,862 +2%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$6.25M +$2.8M +179,962 +85%

UMH Hedge Fund Activity: Q2 2024 in Review

196 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2024, worth a combined $867M — up 2.4% from $846M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UMH positions and 17 closed out — a net gain of 3 holders — while 84 added to existing stakes and 53 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $17M. The largest seller was Millennium Management, cutting an estimated $6.7M.

  • 196 institutional investors held UMH Properties (UMH) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $867M of UMH Properties stock for Q2 2024, up 2.4% quarter-over-quarter.
  • 20 funds opened new UMH Properties positions in Q2 2024 and 17 closed out, a net change of +3 holders.
  • The largest UMH Properties buyer in Q2 2024 was T. Rowe Price Investment Management, an estimated $17M added.
  • The largest UMH Properties seller in Q2 2024 was Millennium Management, an estimated $6.7M sold.

Based on aggregated 13F filings for Q2 2024.