UMH

UMH Properties
UMH

Overview Fund Activity

230 hedge funds and large institutions have $1.23B invested in UMH Properties in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 107 increasing their positions, 54 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+9
Holders Change %
+4.07%
% of All Funds
3.06%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
107
Reduced
54
Closed
25
Calls
$5K
Puts
$34K
Net Calls
-$29K
Net Calls Change
-$117K

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$76.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
$142M
3
BlackRock
BlackRock
New York
$137M
4
AAMU
APG Asset Management US
New York
$9.12M
5
BC
Brookfield Corp
Ontario, Canada
$12.6M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
UBS AM
UBS AM
Illinois
$1.39M
3
American Century Companies
American Century Companies
Missouri
$39.6M
4
Millennium Management
Millennium Management
New York
$0
5
HA
Heartland Advisors
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$142M +$15.1M +799,798 +12%
BlackRock
2
BlackRock
New York
$137M +$10.7M +568,557 +9%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$99.1M +$1.09M +57,547 +1%
Capital Research Global Investors
4
Capital Research Global Investors
California
$76.1M +$42.2M +2,236,080 +125%
State Street
5
State Street
Massachusetts
$60.1M +$7.17M +379,744 +14%
CCM
6
Copeland Capital Management
Pennsylvania
$53.4M +$1.27M +67,353 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$51.4M -$95.7K -5,069 -0.2%
American Century Companies
8
American Century Companies
Missouri
$39.6M -$4.46M -235,981 -10%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$37.6M +$915K +48,480 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$34.7M +$2.54M +134,761 +8%
Jennison Associates
11
Jennison Associates
New York
$27.6M +$2.74M +145,310 +11%
Raymond James Financial
12
Raymond James Financial
Florida
$23.4M +$23.4M +1,239,183 New
PMG
13
Private Management Group
California
$23.3M -$308K -16,333 -1%
Northern Trust
14
Northern Trust
Illinois
$22.3M +$4.75M +251,509 +27%
Nuveen Asset Management
15
Nuveen Asset Management
Illinois
$22M -$1.28M -67,988 -6%
Bank of America
16
Bank of America
North Carolina
$21.6M +$148K +7,831 +0.7%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$20.1M +$987K +52,278 +5%
Charles Schwab
18
Charles Schwab
California
$19.4M +$1.65M +87,591 +9%
DADC
19
D.A. Davidson & Co
Montana
$17.3M +$787K +41,683 +5%
BC
20
Brookfield Corp
Ontario, Canada
$12.6M +$8.43M +446,371 +203%
KCM
21
Kennedy Capital Management
Missouri
$11.8M -$345K -18,265 -3%
Morgan Stanley
22
Morgan Stanley
New York
$10.7M +$380K +20,138 +4%
Marshall Wace
23
Marshall Wace
United Kingdom
$9.36M -$2.71M -143,527 -22%
AAMU
24
APG Asset Management US
New York
$9.12M +$9.12M +483,116 New
Goldman Sachs
25
Goldman Sachs
New York
$9.02M +$3.12M +165,079 +53%
1
2 3 4 5