Advisor Group’s UMH Properties UMH Stock Holding History

Advisor Group’s Portfolio UMH Stock Details UMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$39K	Hold	2,500	–	–	﹤0.01%	3582
2019 Q3	$35K	Hold	2,500	–	–	﹤0.01%	3639
2019 Q2	$31K	Hold	2,500	–	–	﹤0.01%	3679
2019 Q1	$35K	Hold	2,500	–	–	﹤0.01%	3631
2018 Q4	$30K	Hold	2,500	–	–	﹤0.01%	3538
2018 Q3	$39K	Buy	+2,500	New	+$39.3K	﹤0.01%	3463
2018 Q1	–	Sell	-621	Closed	-$9K	–	5069
2017 Q4	$9K	Buy	621 +8	+1%	+$122	﹤0.01%	4151
2017 Q3	$10K	Buy	613 +7	+1%	+$112	﹤0.01%	3976
2017 Q2	$10K	Buy	+606	New	+$9.99K	﹤0.01%	3929
2016 Q4	–	Sell	-375	Closed	-$4K	–	4620
2016 Q3	$4K	Sell	375 -1,000	-73%	-$12.1K	﹤0.01%	4011
2016 Q2	$15K	Buy	+1,375	New	+$13.9K	﹤0.01%	3263

Other funds holding UMH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor Group's UMH Position: Q4 2019 in Review

Advisor Group held its UMH Properties (UMH) position steady in Q4 2019 at 2,500 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #3582.

Advisor Group first reported a position in UMH in Q2 2016 and has held it in 11 quarters since. 128 funds tracked by Wall St. Rank hold UMH as of Q4 2019.

Advisor Group held 2,500 shares of UMH Properties worth $39K as of Q4 2019.
Advisor Group left its UMH Properties share count unchanged in Q4 2019.
UMH Properties made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3582 holding.
Advisor Group first reported a position in UMH Properties in Q2 2016 and has held it in 11 quarters since.
128 funds tracked by Wall St. Rank held UMH Properties as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.