Corient Private Wealth
UMH

Corient Private Wealth’s UMH Properties UMH Stock Holding History

Corient Private Wealth’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
-10,242
Closed -$151K – 2174
2023
Q1 		$151K Buy
+10,242
New +$168K ﹤0.01% 1836

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

Corient Private Wealth's UMH Position: Q2 2023 in Review

Corient Private Wealth sold out of UMH Properties (UMH) in Q2 2023, closing a stake of 10,242 shares — an estimated $151K sold.

Corient Private Wealth first reported a position in UMH in Q1 2023 and held it in 1 quarter. The position peaked at $151K in Q1 2023. 178 funds tracked by Wall St. Rank hold UMH as of Q2 2023.

  • Corient Private Wealth reported no remaining UMH Properties position as of Q2 2023 after selling out during the quarter.
  • Corient Private Wealth sold 10,242 UMH Properties shares in Q2 2023, an estimated $151K.
  • Corient Private Wealth first reported a position in UMH Properties in Q1 2023 and held it in 1 quarter.
  • Corient Private Wealth's UMH Properties position peaked at $151K in Q1 2023.
  • 178 funds tracked by Wall St. Rank held UMH Properties as of Q2 2023.

Based on Corient Private Wealth's 13F filing for Q2 2023, filed 10 Aug 2023.