Arrowstreet Capital’s UMH Properties UMH Stock Holding History

Arrowstreet Capital’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
2024 Q4	–	Sell	-128,573	Closed	-$2.53M	–	1991
2024 Q3	$2.53M	Buy	+128,573	New	+$2.39M	﹤0.01%	1172
2024 Q2	–	Sell	-19,358	Closed	-$314K	–	1782
2024 Q1	$314K	Buy	+19,358	New	+$296K	﹤0.01%	1525
2021 Q4	–	Sell	-135,467	Closed	-$3.1M	–	1740
2021 Q3	$3.1M	Sell	135,467 -319,699	-70%	-$7.46M	﹤0.01%	1048
2021 Q2	$9.93M	Buy	455,166 +340,239	+296%	+$7.25M	0.01%	848
2021 Q1	$2.2M	Buy	+114,927	New	+$1.94M	﹤0.01%	1536
2020 Q4	–	Sell	-52,014	Closed	-$704K	–	2548
2020 Q3	$704K	Sell	52,014 -46,917	-47%	-$626K	﹤0.01%	1916
2020 Q2	$1.28M	Buy	98,931 +81,583	+470%	+$986K	﹤0.01%	1676
2020 Q1	$188K	Buy	+17,348	New	+$252K	﹤0.01%	1739
2017 Q2	–	Sell	-10,900	Closed	-$166K	–	1343
2017 Q1	$166K	Buy	+10,900	New	+$159K	﹤0.01%	1211

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 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

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

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

Arrowstreet Capital's UMH Position: Q4 2024 in Review

Arrowstreet Capital sold out of UMH Properties (UMH) in Q4 2024, closing a stake of 128,573 shares — an estimated $2.53M sold.

Arrowstreet Capital first reported a position in UMH in Q1 2017 and held it in 9 quarters. The position peaked at $9.93M in Q2 2021. 231 funds tracked by Wall St. Rank hold UMH as of Q4 2024.

Arrowstreet Capital reported no remaining UMH Properties position as of Q4 2024 after selling out during the quarter.
Arrowstreet Capital sold 128,573 UMH Properties shares in Q4 2024, an estimated $2.53M.
Arrowstreet Capital first reported a position in UMH Properties in Q1 2017 and held it in 9 quarters.
Arrowstreet Capital's UMH Properties position peaked at $9.93M in Q2 2021.
231 funds tracked by Wall St. Rank held UMH Properties as of Q4 2024.

Based on Arrowstreet Capital's 13F filing for Q4 2024, filed 12 Feb 2025.