UMH

UMH Properties
UMH

Overview Fund Activity

195 hedge funds and large institutions have $863M invested in UMH Properties in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 84 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
–
Holders Change %
0%
% of All Funds
2.84%
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
52
Closed
17
Calls
$364K
Puts
$520K
Net Calls
-$156K
Net Calls Change
+$369K

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$79.5M
2
BlackRock
BlackRock
New York
$83.8M
3
CCM
Copeland Capital Management
Pennsylvania
$44M
4
Deutsche Bank
Deutsche Bank
Germany
$5.72M
5
Goldman Sachs
Goldman Sachs
New York
$9.11M

Top Sellers

1
Millennium Management
Millennium Management
New York
$2.3M
2
Cerity Partners
Cerity Partners
New York
$3.09M
3
Morgan Stanley
Morgan Stanley
New York
$9.62M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$6.45M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$105M +$2.56M +160,073 +3%
BlackRock
2
BlackRock
New York
$83.8M +$5.75M +359,532 +7%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$79.5M +$17.5M +1,091,562 +28%
American Century Companies
4
American Century Companies
Missouri
$46.9M +$469K +29,320 +1%
CCM
5
Copeland Capital Management
Pennsylvania
$44M +$5.28M +330,263 +14%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$43.6M +$7.55K +472 +0%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$32M -$65.8K -4,115 -0.2%
State Street
8
State Street
Massachusetts
$31M +$932K +58,264 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$26.3M +$1.93M +120,635 +8%
Jennison Associates
10
Jennison Associates
New York
$21.2M +$343K +21,431 +2%
PMG
11
Private Management Group
California
$20.9M -$39.2K -2,450 -0.2%
Bank of America
12
Bank of America
North Carolina
$18.5M +$170K +10,612 +0.9%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$15.5M +$365K +22,844 +2%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$14.9M +$894K +55,930 +6%
Charles Schwab
15
Charles Schwab
California
$14.1M +$1.06M +66,010 +8%
DADC
16
D.A. Davidson & Co
Montana
$13.9M +$756K +47,256 +6%
Northern Trust
17
Northern Trust
Illinois
$13.9M +$558K +34,922 +4%
RJA
18
Raymond James & Associates
Florida
$13.9M +$690K +43,154 +5%
KCM
19
Kennedy Capital Management
Missouri
$11.5M +$904K +56,528 +9%
Morgan Stanley
20
Morgan Stanley
New York
$9.62M -$3.66M -229,117 -28%
Goldman Sachs
21
Goldman Sachs
New York
$9.11M +$3.28M +205,393 +56%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$6.75M +$668K +41,774 +11%
State of New Jersey Common Pension Fund D
23
State of New Jersey Common Pension Fund D
New Jersey
$6.45M -$3.25M -203,413 -34%
SEI Investments
24
SEI Investments
Pennsylvania
$6.31M +$142K +8,862 +2%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$6.25M +$2.88M +179,962 +85%
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