Advisor Partners II’s UMH Properties UMH Stock Holding History

Advisor Partners II’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
2023 Q3	$145K	Buy	+10,313	New	+$159K	0.01%	1209

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Partners II's UMH Position: Q3 2023 in Review

Advisor Partners II opened a new position in UMH Properties (UMH) in Q3 2023: 10,313 shares worth $145K. The stake represents 0.01% of the portfolio and ranks #1209 among its holdings.

188 funds tracked by Wall St. Rank hold UMH as of Q3 2023.

Advisor Partners II held 10,313 shares of UMH Properties worth $145K as of Q3 2023.
UMH Properties was a new Advisor Partners II position in Q3 2023.
UMH Properties made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #1209 holding.
188 funds tracked by Wall St. Rank held UMH Properties as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.