BIT
UMH

BlackRock Institutional Trust’s UMH Properties UMH Stock Holding History

BlackRock Institutional Trust’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
Q4 		$14.3M Sell
949,226
-13,026
-1% -$167K ﹤0.01% 2190
2016
Q3 		$11.5M Buy
962,252
+3,270
+0.3% +$39.5K ﹤0.01% 2261
2016
Q2 		$10.8M Sell
958,982
-16,509
-2% -$167K ﹤0.01% 2248
2016
Q1 		$9.68M Buy
975,491
+9,797
+1% +$94.3K ﹤0.01% 2276
2015
Q4 		$9.77M Buy
965,694
+1,603
+0.2% +$15.8K ﹤0.01% 2337
2015
Q3 		$8.97M Buy
964,091
+39,259
+4% +$374K ﹤0.01% 2365
2015
Q2 		$9.06M Buy
924,832
+6,167
+0.7% +$61.7K ﹤0.01% 2472
2015
Q1 		$9.25M Buy
918,665
+67,670
+8% +$654K ﹤0.01% 2441
2014
Q4 		$8.13M Buy
850,995
+3,002
+0.4% +$28.9K ﹤0.01% 2483
2014
Q3 		$8.06M Buy
847,993
+41,060
+5% +$409K ﹤0.01% 2459
2014
Q2 		$8.09M Buy
806,933
+64,711
+9% +$638K ﹤0.01% 2553
2014
Q1 		$7.26M Buy
742,222
+59,218
+9% +$559K ﹤0.01% 2607
2013
Q4 		$6.43M Buy
683,004
+76,038
+13% +$741K ﹤0.01% 2673
2013
Q3 		$6.03M Buy
606,966
+24,904
+4% +$256K ﹤0.01% 2635
2013
Q2 		$5.98M Buy
+582,062
New +$6.26M ﹤0.01% 2603

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

BlackRock Institutional Trust's UMH Position: Q4 2016 in Review

BlackRock Institutional Trust reduced its UMH Properties (UMH) stake by 1.4% in Q4 2016, selling an estimated $167K and leaving 949,226 shares worth $14.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2190.

BlackRock Institutional Trust first reported a position in UMH in Q2 2013 and has held it in 15 quarters since. 105 funds tracked by Wall St. Rank hold UMH as of Q4 2016.

  • BlackRock Institutional Trust held 949,226 shares of UMH Properties worth $14.3M as of Q4 2016.
  • BlackRock Institutional Trust sold 13,026 UMH Properties shares in Q4 2016, an estimated $167K.
  • UMH Properties made up ﹤0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #2190 holding.
  • BlackRock Institutional Trust first reported a position in UMH Properties in Q2 2013 and has held it in 15 quarters since.
  • 105 funds tracked by Wall St. Rank held UMH Properties as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.