Eagle Asset Management’s UMH Properties UMH Stock Holding History

Eagle 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
2024 Q3	$3.51M	Buy	+181,657	New	+$3.38M	0.02%	424
2023 Q4	–	Sell	-198,628	Closed	-$2.78M	–	596
2023 Q3	$2.78M	Sell	198,628 -5,400	-3%	-$83K	0.02%	412
2023 Q2	$3.26M	Sell	204,028 -6,432	-3%	-$99.5K	0.02%	402
2023 Q1	$3.11M	Buy	210,460 +13,701	+7%	+$225K	0.02%	394
2022 Q4	$3.16M	Buy	196,759 +22,346	+13%	+$376K	0.02%	393
2022 Q3	$2.82M	Sell	174,413 -4,498	-3%	-$84.5K	0.02%	410
2022 Q2	$3.16M	Sell	178,911 -149	-0.1%	-$3.1K	0.02%	405
2022 Q1	$4.4M	Buy	179,060 +59,836	+50%	+$1.44M	0.02%	393
2021 Q4	$3.19M	Buy	+119,224	New	+$2.87M	0.01%	447
2021 Q1	–	Sell	-4,168	Closed	-$61K	–	682
2020 Q4	$61K	Buy	+4,168	New	+$60.6K	﹤0.01%	537

Other funds holding UMH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Asset Management's UMH Position: Q3 2024 in Review

Eagle Asset Management opened a new position in UMH Properties (UMH) in Q3 2024: 181,657 shares worth $3.51M. The stake represents 0.02% of the portfolio and ranks #424 among its holdings. This is a return to the name: Eagle Asset Management previously reported a position in UMH as recently as Q3 2023.

Eagle Asset Management first reported a position in UMH in Q4 2020 and has held it in 10 quarters since. The position peaked at $4.4M in Q1 2022. 222 funds tracked by Wall St. Rank hold UMH as of Q3 2024.

Eagle Asset Management held 181,657 shares of UMH Properties worth $3.51M as of Q3 2024.
UMH Properties was a new Eagle Asset Management position in Q3 2024.
UMH Properties made up 0.02% of Eagle Asset Management's portfolio in Q3 2024, its #424 holding.
Eagle Asset Management first reported a position in UMH Properties in Q4 2020 and has held it in 10 quarters since.
Eagle Asset Management's UMH Properties position peaked at $4.4M in Q1 2022.
222 funds tracked by Wall St. Rank held UMH Properties as of Q3 2024.

Based on Eagle Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.