Cassady Schiller Wealth Management’s UMH Properties UMH Stock Holding History

Cassady Schiller Wealth Management’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	$1.23K	Buy	+65	New	+$1.24K	﹤0.01%	731

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

Cassady Schiller Wealth Management's UMH Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in UMH Properties (UMH) in Q4 2024: 65 shares worth $1.23K. The stake represents ﹤0.01% of the portfolio and ranks #731 among its holdings.

231 funds tracked by Wall St. Rank hold UMH as of Q4 2024.

Cassady Schiller Wealth Management held 65 shares of UMH Properties worth $1.23K as of Q4 2024.
UMH Properties was a new Cassady Schiller Wealth Management position in Q4 2024.
UMH Properties made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #731 holding.
231 funds tracked by Wall St. Rank held UMH Properties as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.