AWM
UMH

AE Wealth Management’s UMH Properties UMH Stock Holding History

AE Wealth Management’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
Q2 		– Sell
-21,955
Closed -$325K – 2049
2023
Q1 		$325K Buy
+21,955
New +$361K ﹤0.01% 1515

Other funds holding UMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AE Wealth Management's UMH Position: Q2 2023 in Review

AE Wealth Management sold out of UMH Properties (UMH) in Q2 2023, closing a stake of 21,955 shares — an estimated $325K sold.

AE Wealth Management first reported a position in UMH in Q1 2023 and held it in 1 quarter. The position peaked at $325K in Q1 2023. 178 funds tracked by Wall St. Rank hold UMH as of Q2 2023.

  • AE Wealth Management reported no remaining UMH Properties position as of Q2 2023 after selling out during the quarter.
  • AE Wealth Management sold 21,955 UMH Properties shares in Q2 2023, an estimated $325K.
  • AE Wealth Management first reported a position in UMH Properties in Q1 2023 and held it in 1 quarter.
  • AE Wealth Management's UMH Properties position peaked at $325K in Q1 2023.
  • 178 funds tracked by Wall St. Rank held UMH Properties as of Q2 2023.

Based on AE Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.