CWA
UMH

CM Wealth Advisors’s UMH Properties UMH Stock Holding History

CM Wealth 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
2023
Q2 		– Sell
-18,499
Closed -$269K – 416
2023
Q1 		$269K Buy
+18,499
New +$304K 0.05% 331

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
Fidelity Investments
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
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CM Wealth Advisors's UMH Position: Q2 2023 in Review

CM Wealth Advisors sold out of UMH Properties (UMH) in Q2 2023, closing a stake of 18,499 shares — an estimated $269K sold.

CM Wealth Advisors first reported a position in UMH in Q1 2023 and held it in 1 quarter. The position peaked at $269K in Q1 2023. 178 funds tracked by Wall St. Rank hold UMH as of Q2 2023.

  • CM Wealth Advisors reported no remaining UMH Properties position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 18,499 UMH Properties shares in Q2 2023, an estimated $269K.
  • CM Wealth Advisors first reported a position in UMH Properties in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's UMH Properties position peaked at $269K in Q1 2023.
  • 178 funds tracked by Wall St. Rank held UMH Properties as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.