CAM
UMH

Cresset Asset Management’s UMH Properties UMH Stock Holding History

Cresset Asset 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
2021
Q4 		– Sell
-12,313
Closed -$282K – 1301
2021
Q3 		$282K Buy
12,313
+1
+0% +$23 ﹤0.01% 876
2021
Q2 		$268K Buy
+12,312
New +$262K ﹤0.01% 832

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cresset Asset Management's UMH Position: Q4 2021 in Review

Cresset Asset Management sold out of UMH Properties (UMH) in Q4 2021, closing a stake of 12,313 shares — an estimated $282K sold.

Cresset Asset Management first reported a position in UMH in Q2 2021 and held it in 2 quarters. The position peaked at $282K in Q3 2021. 177 funds tracked by Wall St. Rank hold UMH as of Q4 2021.

  • Cresset Asset Management reported no remaining UMH Properties position as of Q4 2021 after selling out during the quarter.
  • Cresset Asset Management sold 12,313 UMH Properties shares in Q4 2021, an estimated $282K.
  • Cresset Asset Management first reported a position in UMH Properties in Q2 2021 and held it in 2 quarters.
  • Cresset Asset Management's UMH Properties position peaked at $282K in Q3 2021.
  • 177 funds tracked by Wall St. Rank held UMH Properties as of Q4 2021.

Based on Cresset Asset Management's 13F filing for Q4 2021, filed 10 Feb 2022.