BIG
UMH

Bellwether Investment Group’s UMH Properties UMH Stock Holding History

Bellwether Investment 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
2016
Q2 		$577K Buy
+51,305
New +$519K 0.63% 33

Other funds holding UMH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Boulegeris Investments Sandy Springs, Georgia $200M AUM 7% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bellwether Investment Group's UMH Position: Q2 2016 in Review

Bellwether Investment Group opened a new position in UMH Properties (UMH) in Q2 2016: 51,305 shares worth $577K. The stake represents 0.63% of the portfolio and ranks #33 among its holdings.

93 funds tracked by Wall St. Rank hold UMH as of Q2 2016.

  • Bellwether Investment Group held 51,305 shares of UMH Properties worth $577K as of Q2 2016.
  • UMH Properties was a new Bellwether Investment Group position in Q2 2016.
  • UMH Properties made up 0.63% of Bellwether Investment Group's portfolio in Q2 2016, its #33 holding.
  • 93 funds tracked by Wall St. Rank held UMH Properties as of Q2 2016.

Based on Bellwether Investment Group's 13F filing for Q2 2016, filed 18 Aug 2016.