DWA
UMH

Delos Wealth Advisors’s UMH Properties UMH Stock Holding History

Delos 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
2022
Q1 		– Sell
-214
Closed -$6K – 424
2021
Q4 		$6K Buy
+214
New +$5.16K 0.01% 287

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Delos Wealth Advisors's UMH Position: Q1 2022 in Review

Delos Wealth Advisors sold out of UMH Properties (UMH) in Q1 2022, closing a stake of 214 shares — an estimated $6K sold.

Delos Wealth Advisors first reported a position in UMH in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 192 funds tracked by Wall St. Rank hold UMH as of Q1 2022.

  • Delos Wealth Advisors reported no remaining UMH Properties position as of Q1 2022 after selling out during the quarter.
  • Delos Wealth Advisors sold 214 UMH Properties shares in Q1 2022, an estimated $6K.
  • Delos Wealth Advisors first reported a position in UMH Properties in Q4 2021 and held it in 1 quarter.
  • Delos Wealth Advisors's UMH Properties position peaked at $6K in Q4 2021.
  • 192 funds tracked by Wall St. Rank held UMH Properties as of Q1 2022.

Based on Delos Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.