ACA
UMH

Aptus Capital Advisors’s UMH Properties UMH Stock Holding History

Aptus Capital Advisors’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
Q1 		– Sell
-101,316
Closed -$1.63M – 895
2022
Q4 		$1.63M Buy
101,316
+12,406
+14% +$209K 0.05% 227
2022
Q3 		$1.44M Buy
88,910
+5,780
+7% +$109K 0.03% 234
2022
Q2 		$1.47M Buy
83,130
+3,060
+4% +$63.6K 0.04% 214
2022
Q1 		$1.97M Buy
80,070
+5,100
+7% +$122K 0.05% 209
2021
Q4 		$2.05M Buy
74,970
+14,280
+24% +$344K 0.06% 200
2021
Q3 		$1.39M Buy
+60,690
New +$1.42M 0.04% 215

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aptus Capital Advisors's UMH Position: Q1 2023 in Review

Aptus Capital Advisors sold out of UMH Properties (UMH) in Q1 2023, closing a stake of 101,316 shares — an estimated $1.63M sold.

Aptus Capital Advisors first reported a position in UMH in Q3 2021 and held it in 6 quarters. The position peaked at $2.05M in Q4 2021. 185 funds tracked by Wall St. Rank hold UMH as of Q1 2023.

  • Aptus Capital Advisors reported no remaining UMH Properties position as of Q1 2023 after selling out during the quarter.
  • Aptus Capital Advisors sold 101,316 UMH Properties shares in Q1 2023, an estimated $1.63M.
  • Aptus Capital Advisors first reported a position in UMH Properties in Q3 2021 and held it in 6 quarters.
  • Aptus Capital Advisors's UMH Properties position peaked at $2.05M in Q4 2021.
  • 185 funds tracked by Wall St. Rank held UMH Properties as of Q1 2023.

Based on Aptus Capital Advisors's 13F filing for Q1 2023, filed 9 May 2023.