CRC
UMH

Curi RMB Capital’s UMH Properties UMH Stock Holding History

Curi RMB 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
2023
Q4 		– Sell
-40,869
Closed -$573K – 530
2023
Q3 		$573K Sell
40,869
-4,778
-10% -$73.5K 0.02% 355
2023
Q2 		$729K Hold
45,647
– – 0.02% 324
2023
Q1 		$675K Hold
45,647
– – 0.02% 329
2022
Q4 		$735K Hold
45,647
– – 0.03% 315
2022
Q3 		$737K Hold
45,647
– – 0.03% 317
2022
Q2 		$806K Hold
45,647
– – 0.03% 301
2022
Q1 		$1.12M Buy
45,647
+10,780
+31% +$259K 0.04% 241
2021
Q4 		$953K Buy
+34,867
New +$840K 0.03% 280

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Curi RMB Capital's UMH Position: Q4 2023 in Review

Curi RMB Capital sold out of UMH Properties (UMH) in Q4 2023, closing a stake of 40,869 shares — an estimated $573K sold.

Curi RMB Capital first reported a position in UMH in Q4 2021 and held it in 8 quarters. The position peaked at $1.12M in Q1 2022. 200 funds tracked by Wall St. Rank hold UMH as of Q4 2023.

  • Curi RMB Capital reported no remaining UMH Properties position as of Q4 2023 after selling out during the quarter.
  • Curi RMB Capital sold 40,869 UMH Properties shares in Q4 2023, an estimated $573K.
  • Curi RMB Capital first reported a position in UMH Properties in Q4 2021 and held it in 8 quarters.
  • Curi RMB Capital's UMH Properties position peaked at $1.12M in Q1 2022.
  • 200 funds tracked by Wall St. Rank held UMH Properties as of Q4 2023.

Based on Curi RMB Capital's 13F filing for Q4 2023, filed 14 Feb 2024.