BI
UMH

Boulegeris Investments’s UMH Properties UMH Stock Holding History

Boulegeris Investments’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
2018
Q3 		– Sell
-1,980,920
Closed -$30.4M – 45
2018
Q2 		$30.4M Buy
1,980,920
+68,812
+4% +$969K 15.19% 2
2018
Q1 		$25.6M Buy
1,912,108
+110,773
+6% +$1.44M 14.04% 2
2017
Q4 		$26.8M Buy
1,801,335
+17,557
+1% +$267K 13.97% 2
2017
Q3 		$27.7M Buy
1,783,778
+20,495
+1% +$328K 15.42% 2
2017
Q2 		$30.1M Buy
1,763,283
+28,896
+2% +$476K 16.98% 2
2017
Q1 		$26.4M Buy
1,734,387
+122,708
+8% +$1.79M 15.79% 2
2016
Q4 		$24.3M Buy
1,611,679
+86,139
+6% +$1.1M 14.75% 2
2016
Q3 		$18.2M Buy
1,525,540
+240,349
+19% +$2.9M 11.52% 2
2016
Q2 		$14.5M Buy
1,285,191
+248,865
+24% +$2.52M 9.84% 2
2016
Q1 		$10.3M Buy
1,036,326
+28,326
+3% +$273K 7.24% 3
2015
Q4 		$10.2M Buy
1,008,000
+52,436
+5% +$517K 7.4% 2
2015
Q3 		$8.89M Buy
955,564
+36,497
+4% +$347K 6.8% 2
2015
Q2 		$9.01M Buy
919,067
+72,816
+9% +$728K 6.46% 3
2015
Q1 		$8.52M Buy
846,251
+60,809
+8% +$588K 6.28% 4
2014
Q4 		$7.5M Buy
785,442
+16,413
+2% +$158K 5.97% 4
2014
Q3 		$7.31M Buy
+769,029
New +$7.67M 5.96% 4

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MA
Montag & Associates Atlanta, Georgia $2.15B AUM 20.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boulegeris Investments's UMH Position: Q3 2018 in Review

Boulegeris Investments sold out of UMH Properties (UMH) in Q3 2018, closing a stake of 1,980,920 shares — an estimated $30.4M sold.

Boulegeris Investments first reported a position in UMH in Q3 2014 and held it in 16 quarters. The position peaked at $30.4M in Q2 2018. 125 funds tracked by Wall St. Rank hold UMH as of Q3 2018.

  • Boulegeris Investments reported no remaining UMH Properties position as of Q3 2018 after selling out during the quarter.
  • Boulegeris Investments sold 1,980,920 UMH Properties shares in Q3 2018, an estimated $30.4M.
  • Boulegeris Investments first reported a position in UMH Properties in Q3 2014 and held it in 16 quarters.
  • Boulegeris Investments's UMH Properties position peaked at $30.4M in Q2 2018.
  • 125 funds tracked by Wall St. Rank held UMH Properties as of Q3 2018.

Based on Boulegeris Investments's 13F filing for Q3 2018.