CSPIA
UMH

Cary Street Partners Investment Advisory’s UMH Properties UMH Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-412
Closed -$5.78K – 1732
2023
Q3 		$5.78K Hold
412
– – ﹤0.01% 1435
2023
Q2 		$6.58K Hold
412
– – ﹤0.01% 1339
2023
Q1 		$6.09K Sell
412
-150
-27% -$2.46K ﹤0.01% 1275
2022
Q4 		$9.05K Buy
+562
New +$9.46K ﹤0.01% 1185

Other funds holding UMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Cary Street Partners Investment Advisory's UMH Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of UMH Properties (UMH) in Q4 2023, closing a stake of 412 shares — an estimated $5.78K sold.

Cary Street Partners Investment Advisory first reported a position in UMH in Q4 2022 and held it in 4 quarters. The position peaked at $9.05K in Q4 2022. 201 funds tracked by Wall St. Rank hold UMH as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining UMH Properties position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 412 UMH Properties shares in Q4 2023, an estimated $5.78K.
  • Cary Street Partners Investment Advisory first reported a position in UMH Properties in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's UMH Properties position peaked at $9.05K in Q4 2022.
  • 201 funds tracked by Wall St. Rank held UMH Properties as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.