UMH Properties, Inc.
Hedge Funds Holdings

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UMH Properties, Inc.‘s stocks are currently a part of 169 hedge funds’ portfolios, which represents 76% of the total amount of its stocks outstanding. This makes up a total of 41.71M shares of UMH Properties, Inc.. Compared to the previous quarter, the number grew by 5.51% or 2.17M shares more. As for the holding position changes, 40.83% (69) of current hedge fund investors increased the number of shares held, 30.18% (51) of current holders sold a part of the shares held, and 10.65% (18) closed the holdings completely. 20 hedge funds are new holders of UMH Properties, Inc. stock in Q4 2022, it is 11.83% of total holders.

Hedge funds holding UMH Properties (Q1 2018 – Q4 2022)

Number of hedge funds
Q1 2018 121
Q2 2018 120
Q3 2018 128
Q4 2018 132
Q1 2019 129
Q2 2019 135
Q3 2019 130
Q4 2019 127
Q1 2020 128
Q2 2020 119
Q3 2020 126
Q4 2020 128
Q1 2021 139
Q2 2021 156
Q3 2021 162
Q4 2021 174
Q1 2022 191
Q2 2022 178
Q3 2022 168
Q4 2022 169

Hedge funds changes in UMH Properties positions (Q1 2018 – Q4 2022)

Changes in positions
Q1 2018 194532178
Q2 2018 85531917
Q3 2018 184546910
Q4 2018 1951371510
Q1 2019 125045157
Q2 2019 155735721
Q3 2019 856411312
Q4 2019 1157321413
Q1 2020 1843401512
Q2 2020 95234186
Q3 2020 1843381116
Q4 2020 1342421021
Q1 2021 214148821
Q2 2021 3166341411
Q3 2021 2168441415
Q4 2021 2974451511
Q1 2022 3474571511
Q2 2022 188647270
Q3 2022 137650227
Q4 2022 2069511811

Hedge funds changes in UMH Properties stock options (Q1 2018 – Q4 2022)

Changes in stock options
Q1 2018 0 259,000
Q2 2018 309,000 274,000
Q3 2018 371,000 152,000
Q4 2018 208,000 501,000
Q1 2019 153,000 0
Q2 2019 134,000 215,000
Q3 2019 152,000 106,000
Q4 2019 0 0
Q1 2020 139,000 0
Q2 2020 465,000 282,000
Q3 2020 162,000 0
Q4 2020 406,000 46,000
Q1 2021 786,000 29,000
Q2 2021 797,000 270,000
Q3 2021 1,864,000 410,000
Q4 2021 1,371,000 336,000
Q1 2022 37,000 639,000
Q2 2022 281,000 214,000
Q3 2022 286,000 321,000
Q4 2022 317,170 111,090

Top 50 hedge fund holders of UMH Properties, Inc. (NYSE:UMH)

Hedge fund Value Shares owned Portfolio share
VANGUARD GROUP INC 84.60M 5.23M 0.003%
BLACKROCK INC. Larry Fink 58.57M 3.62M 0.002%
FMR LLC 45M 2.78M 0.005%
JENNISON ASSOCIATES LLC 35.35M 2.18M 0.035%
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 31.53M 1.95M 0.125%
JANUS HENDERSON GROUP PLC 26.56M 1.64M 0.020%
COPELAND CAPITAL MANAGEMENT, LLC 25.99M 1.60M 0.858%
STATE STREET CORP 23.57M 1.45M 0.002%
WESTFIELD CAPITAL MANAGEMENT CO LP 21.55M 1.33M 0.171%
GEODE CAPITAL MANAGEMENT, LLC 16.69M 1.03M 0.003%
GW&K INVESTMENT MANAGEMENT, LLC 15.75M 975.29K 0.174%
B&I CAPITAL AG 12.33M 763.88K 4.872%
DIMENSIONAL FUND ADVISORS LP 11.11M 688.29K 0.004%
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 10.43M 645.81K 0.008%
INVESCO LTD. 9.79M 606.65K 0.003%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 9.68M 599.39K 0.004%
NORTHERN TRUST CORP 9.22M 571.21K 0.002%
STATE OF NEW JERSEY COMMON PENSION FUND D 7.54M 467.43K 0.030%
JPMORGAN CHASE & CO 7.23M 447.99K 0.001%
MORGAN STANLEY 6.40M 396.43K 0.001%
D.A. DAVIDSON & CO. 6.37M 394.96K 0.084%
LOOMIS SAYLES & CO L P 6.10M 377.83K 0.012%
RUSSELL INVESTMENTS GROUP, LTD. 6.06M 375.61K 0.013%
BANK OF NEW YORK MELLON CORP 5.73M 354.90K 0.001%
HEARTLAND ADVISORS INC 5.65M 350K 0.422%
AMERIPRISE FINANCIAL INC 5.55M 343.78K 0.002%
ROBOTTI ROBERT 5.13M 318.03K 1.220%
NORDEA INVESTMENT MANAGEMENT AB 5.12M 313.99K 0.008%
GOLDMAN SACHS GROUP INC 4.99M 309.22K 0.001%
MONTAG A & ASSOCIATES INC 4.91M 304.23K 0.340%
WELLS FARGO & COMPANY/MN 4.78M 296.47K 0.002%
SCOUT INVESTMENTS, INC. 4.75M 294.59K 0.099%
ROYAL BANK OF CANADA 4.70M 291.20K 0.002%
NEUBERGER BERMAN GROUP LLC 4.44M 275.10K 0.005%
STATE OF WISCONSIN INVESTMENT BOARD 4.22M 261.40K 0.013%
PACIFIC HEIGHTS ASSET MANAGEMENT LLC 4.03M 250K 0.429%
UBS OCONNOR LLC 3.65M 226.20K 0.069%
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC 3.54M 219.43K 0.361%
KENNEDY CAPITAL MANAGEMENT LLC 3.15M 195.52K 0.093%
ENVESTNET ASSET MANAGEMENT INC 3.07M 190.07K 0.002%
DEKABANK DEUTSCHE GIROZENTRALE 2.83M 180K 0.008%
EAGLE ASSET MANAGEMENT INC 2.81M 174.41K 0.018%
NUVEEN ASSET MANAGEMENT, LLC 2.78M 172.44K 0.001%
LDR CAPITAL MANAGEMENT LLC 2.71M 167.81K 1.370%
BARCLAYS PLC 2.07M 128.23K 0.002%
SWISS NATIONAL BANK 1.97M 122.2K 0.001%
BOSTON PARTNERS 1.84M 114.28K 0.003%
SILVER LAKE ADVISORY, LLC 1.68M 104.13K 0.984%
MCILRATH & ECK, LLC 1.63M 101.40K 0.450%
GW HENSSLER & ASSOCIATES LTD 1.55M 96.36K 0.117%