CPA
UMH

Capital Performance Advisors’s UMH Properties UMH Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-79
Closed -$1.55K – 2545
2024
Q3 		$1.55K Buy
+79
New +$1.47K ﹤0.01% 1686

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's UMH Position: Q4 2024 in Review

Capital Performance Advisors sold out of UMH Properties (UMH) in Q4 2024, closing a stake of 79 shares — an estimated $1.55K sold.

Capital Performance Advisors first reported a position in UMH in Q3 2024 and held it in 1 quarter. The position peaked at $1.55K in Q3 2024. 231 funds tracked by Wall St. Rank hold UMH as of Q4 2024.

  • Capital Performance Advisors reported no remaining UMH Properties position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 79 UMH Properties shares in Q4 2024, an estimated $1.55K.
  • Capital Performance Advisors first reported a position in UMH Properties in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's UMH Properties position peaked at $1.55K in Q3 2024.
  • 231 funds tracked by Wall St. Rank held UMH Properties as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.