Question 1

Which hedge funds and institutional investors hold UMH?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for UMH shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for UMH whale holdings?

Accepted Answer

Conviction level reflects how significant UMH is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to UMH, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for UMH?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about UMH?

Accepted Answer

QoQ changes for UMH show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	3.5M	$50.6M	0.0%	$2896.4B
Capital Research	2.6M	$37.6M	0.0%	$644.6B
Fidelity (FMR)	2.2M	$31.9M	0.0%	$1898.4B
William Blair	1.2M	$16.9M	0.1%	$30.3B
Two Sigma	813.2K	$11.7M	0.0%	$123.9B
First Eagle	764.9K	$11.0M	0.0%	$59.0B
Geode Capital	287.3K	$4.1M	0.0%	$1607.5B
AQR Capital	283.3K	$4.1M	0.0%	$218.4B
Jennison	221.2K	$3.2M	0.0%	$145.4B
Millennium	210.9K	$3.0M	0.0%	$240.3B
Citadel	210.7K	$3.0M	0.0%	$618.5B
Point72	191.3K	$2.8M	0.0%	$78.1B
ExodusPoint	184.2K	$2.7M	0.0%	$12.4B
BlackRock	162.2K	$2.3M	—	$5723.5B
DE Shaw	125.3K	$1.8M	0.0%	$166.3B
American Century	93.2K	$1.3M	0.0%	$194.3B
Tudor	75.5K	$1.1M	0.0%	$53.9B
Schonfeld	52.7K	$761K	0.0%	$14.2B
Balyasny	41.4K	$597K	0.0%	$77.1B
Citadel	26.0K	$375K	0.0%	$618.5B
Neuberger Berman (Eisman)	24.6K	$355K	0.0%	$131.4B
DFA	20.2K	$291K	0.0%	$481.4B
GGH	15.1K	$218K	0.0%	$8.3B
Northern Trust	4.5K	$65K	—	$756.6B

UMH

Who Holds UMH

Changes This Quarter