UMH

UMH Properties
UMH

Overview Fund Activity

221 hedge funds and large institutions have $1.17B invested in UMH Properties in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 82 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+26
Holders Change %
+13.33%
% of All Funds
3.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
44
Increased
82
Reduced
60
Closed
17
Calls
$402K
Puts
$314K
Net Calls
+$88K
Net Calls Change
+$244K

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$35.3M
2
BlackRock
BlackRock
New York
$131M
3
State Street
State Street
Massachusetts
$55.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$10.5M
5
Marshall Wace
Marshall Wace
United Kingdom
$12.6M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$45.9M
2
Deutsche Bank
Deutsche Bank
Germany
$1.25M
3
Goldman Sachs
Goldman Sachs
New York
$6.15M
4
RR
Robotti Robert
$0
5
Cerity Partners
Cerity Partners
New York
$779K
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$132M +$3.32M +168,608 +3%
BlackRock
2
BlackRock
New York
$131M +$28.1M +1,426,480 +27%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$102M +$4.36M +221,596 +4%
State Street
4
State Street
Massachusetts
$55.1M +$17M +863,089 +45%
CCM
5
Copeland Capital Management
Pennsylvania
$54.3M +$176K +8,946 +0.3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$53.7M +$10.3K +526 +0%
American Century Companies
7
American Century Companies
Missouri
$45.9M -$11.8M -600,129 -20%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$38.2M -$1.18M -59,809 -3%
Capital Research Global Investors
9
Capital Research Global Investors
California
$35.3M +$35.3M +1,795,769 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
$33.5M +$1.17M +59,705 +4%
Jennison Associates
11
Jennison Associates
New York
$25.9M -$192K -9,774 -0.7%
PMG
12
Private Management Group
California
$24.6M -$1.13M -57,629 -4%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$24.2M +$5.92M +301,035 +32%
Bank of America
14
Bank of America
North Carolina
$22.3M -$373K -18,949 -2%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$19.9M +$897K +45,630 +5%
Charles Schwab
16
Charles Schwab
California
$18.5M +$1.11M +56,662 +6%
Northern Trust
17
Northern Trust
Illinois
$18.3M +$1.19M +60,609 +7%
DADC
18
D.A. Davidson & Co
Montana
$17.2M +$21K +1,066 +0.1%
RJA
19
Raymond James & Associates
Florida
$16.6M -$435K -22,116 -3%
KCM
20
Kennedy Capital Management
Missouri
$12.7M -$1.48M -75,357 -10%
Marshall Wace
21
Marshall Wace
United Kingdom
$12.6M +$9.75M +495,598 +345%
Morgan Stanley
22
Morgan Stanley
New York
$10.8M -$1.03M -52,388 -9%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$10.5M +$10.5M +534,344 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$8.53M +$227K +11,560 +3%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$8.08M +$1.35M +68,580 +20%
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