AG
UMH

Aperio Group’s UMH Properties UMH Stock Holding History

Aperio 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
2020
Q4 		$187K Buy
+12,598
New +$183K ﹤0.01% 2317
2020
Q2 		– Sell
-13,233
Closed -$144K – 2391
2020
Q1 		$144K Sell
13,233
-18,832
-59% -$274K ﹤0.01% 2155
2019
Q4 		$504K Buy
32,065
+628
+2% +$9.47K ﹤0.01% 1792
2019
Q3 		$443K Sell
31,437
-10,798
-26% -$140K ﹤0.01% 1825
2019
Q2 		$524K Buy
42,235
+4,723
+13% +$63.6K ﹤0.01% 1765
2019
Q1 		$528K Buy
37,512
+12,826
+52% +$172K ﹤0.01% 1726
2018
Q4 		$292K Buy
24,686
+2,287
+10% +$31K ﹤0.01% 1960
2018
Q3 		$350K Buy
22,399
+6,014
+37% +$94.5K ﹤0.01% 1945
2018
Q2 		$252K Buy
+16,385
New +$231K ﹤0.01% 2076
2018
Q1 		– Sell
-12,128
Closed -$181K – 2267
2017
Q4 		$181K Buy
12,128
+592
+5% +$9.01K ﹤0.01% 2153
2017
Q3 		$179K Buy
11,536
+617
+6% +$9.88K ﹤0.01% 2134
2017
Q2 		$186K Buy
10,919
+617
+6% +$10.2K ﹤0.01% 2113
2017
Q1 		$157K Buy
+10,302
New +$150K ﹤0.01% 2078

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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aperio Group's UMH Position: Q4 2020 in Review

Aperio Group opened a new position in UMH Properties (UMH) in Q4 2020: 12,598 shares worth $187K. The stake represents ﹤0.01% of the portfolio and ranks #2317 among its holdings. This is a return to the name: Aperio Group previously reported a position in UMH as recently as Q1 2020.

Aperio Group first reported a position in UMH in Q1 2017 and has held it in 13 quarters since. The position peaked at $528K in Q1 2019. 131 funds tracked by Wall St. Rank hold UMH as of Q4 2020.

  • Aperio Group held 12,598 shares of UMH Properties worth $187K as of Q4 2020.
  • UMH Properties was a new Aperio Group position in Q4 2020.
  • UMH Properties made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2317 holding.
  • Aperio Group first reported a position in UMH Properties in Q1 2017 and has held it in 13 quarters since.
  • Aperio Group's UMH Properties position peaked at $528K in Q1 2019.
  • 131 funds tracked by Wall St. Rank held UMH Properties as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.