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UMH

Corton Capital’s UMH Properties UMH Stock Holding History

Corton Capital’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 		– Sell
-17,433
Closed -$343K – 654
2024
Q3 		$343K Sell
17,433
-517
-3% -$9.62K 0.17% 149
2024
Q2 		$287K Buy
+17,950
New +$279K 0.15% 212

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Corton Capital's UMH Position: Q4 2024 in Review

Corton Capital sold out of UMH Properties (UMH) in Q4 2024, closing a stake of 17,433 shares — an estimated $343K sold.

Corton Capital first reported a position in UMH in Q2 2024 and held it in 2 quarters. The position peaked at $343K in Q3 2024. 231 funds tracked by Wall St. Rank hold UMH as of Q4 2024.

  • Corton Capital reported no remaining UMH Properties position as of Q4 2024 after selling out during the quarter.
  • Corton Capital sold 17,433 UMH Properties shares in Q4 2024, an estimated $343K.
  • Corton Capital first reported a position in UMH Properties in Q2 2024 and held it in 2 quarters.
  • Corton Capital's UMH Properties position peaked at $343K in Q3 2024.
  • 231 funds tracked by Wall St. Rank held UMH Properties as of Q4 2024.

Based on Corton Capital's 13F filing for Q4 2024, filed 14 Feb 2025.