Berman Capital Advisors’s UMH Properties UMH Stock Holding History

Berman 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
2021 Q3	$15K	Buy	680 +19	+3%	+$443	﹤0.01%	1076
2021 Q2	$14K	Buy	661 +231	+54%	+$4.92K	﹤0.01%	1038
2021 Q1	$8K	Buy	430 +4	+0.9%	+$67	﹤0.01%	1127
2020 Q4	$6K	Sell	426 -1	-0.2%	-$15	﹤0.01%	1105
2020 Q3	$5K	Sell	427 -1	-0.2%	-$13	﹤0.01%	1066
2020 Q2	$5K	Buy	428 +306	+251%	+$3.7K	﹤0.01%	1000
2020 Q1	$1K	Sell	122 -48	-28%	-$697	﹤0.01%	1381
2019 Q4	$2K	Buy	170 +52	+44%	+$784	﹤0.01%	1252
2019 Q3	$1K	Sell	118 -363	-75%	-$4.71K	﹤0.01%	1377
2019 Q2	$5K	Buy	+481	New	+$6.48K	﹤0.01%	979

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Berman Capital Advisors's UMH Position: Q3 2021 in Review

Berman Capital Advisors increased its UMH Properties (UMH) stake by 2.9% in Q3 2021, buying an estimated $443 and bringing the position to 680 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Berman Capital Advisors first reported a position in UMH in Q2 2019 and has held it in 10 quarters since. 165 funds tracked by Wall St. Rank hold UMH as of Q3 2021.

Berman Capital Advisors held 680 shares of UMH Properties worth $15K as of Q3 2021.
Berman Capital Advisors bought 19 UMH Properties shares in Q3 2021, an estimated $443.
UMH Properties made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1076 holding.
Berman Capital Advisors first reported a position in UMH Properties in Q2 2019 and has held it in 10 quarters since.
165 funds tracked by Wall St. Rank held UMH Properties as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.