Centersquare Investment Management’s UMH Properties UMH Stock Holding History

Centersquare Investment 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
2023 Q4	–	Sell	-28,200	Closed	-$395K	–	88
2023 Q3	$395K	Hold	28,200	–	–	0.01%	81
2023 Q2	$451K	Hold	28,200	–	–	0.01%	81
2023 Q1	$417K	Hold	28,200	–	–	0.01%	86
2022 Q4	$454K	Sell	28,200 -7,800	-22%	-$131K	0.01%	85
2022 Q3	$581K	Sell	36,000 -23,500	-39%	-$441K	0.01%	88
2022 Q2	$1.05M	Buy	59,500 +20,000	+51%	+$416K	0.01%	93
2022 Q1	$971K	Hold	39,500	–	–	0.01%	93
2021 Q4	$1.08M	Buy	+39,500	New	+$952K	0.01%	92

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

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

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Centersquare Investment Management's UMH Position: Q4 2023 in Review

Centersquare Investment Management sold out of UMH Properties (UMH) in Q4 2023, closing a stake of 28,200 shares — an estimated $395K sold.

Centersquare Investment Management first reported a position in UMH in Q4 2021 and held it in 8 quarters. The position peaked at $1.08M in Q4 2021. 201 funds tracked by Wall St. Rank hold UMH as of Q4 2023.

Centersquare Investment Management reported no remaining UMH Properties position as of Q4 2023 after selling out during the quarter.
Centersquare Investment Management sold 28,200 UMH Properties shares in Q4 2023, an estimated $395K.
Centersquare Investment Management first reported a position in UMH Properties in Q4 2021 and held it in 8 quarters.
Centersquare Investment Management's UMH Properties position peaked at $1.08M in Q4 2021.
201 funds tracked by Wall St. Rank held UMH Properties as of Q4 2023.

Based on Centersquare Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.