EARNEST Partners’s UMH Properties UMH Stock Holding History

EARNEST Partners’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	-1,300	Closed	-$18.2K	–	1043
2023 Q3	$18.2K	Hold	1,300	–	–	﹤0.01%	512
2023 Q2	$20.8K	Hold	1,300	–	–	﹤0.01%	473
2023 Q1	$19.2K	Hold	1,300	–	–	﹤0.01%	488
2022 Q4	$20.9K	Hold	1,300	–	–	﹤0.01%	476
2022 Q3	$21K	Hold	1,300	–	–	﹤0.01%	445
2022 Q2	$23K	Hold	1,300	–	–	﹤0.01%	437
2022 Q1	$32K	Hold	1,300	–	–	﹤0.01%	395
2021 Q4	$36K	Hold	1,300	–	–	﹤0.01%	384
2021 Q3	$30K	Hold	1,300	–	–	﹤0.01%	406
2021 Q2	$28K	Hold	1,300	–	–	﹤0.01%	416
2021 Q1	$25K	Hold	1,300	–	–	﹤0.01%	423
2020 Q4	$19K	Hold	1,300	–	–	﹤0.01%	465
2020 Q3	$18K	Hold	1,300	–	–	﹤0.01%	436
2020 Q2	$17K	Hold	1,300	–	–	﹤0.01%	438
2020 Q1	$14K	Hold	1,300	–	–	﹤0.01%	450
2019 Q4	$20K	Hold	1,300	–	–	﹤0.01%	451
2019 Q3	$18K	Hold	1,300	–	–	﹤0.01%	463
2019 Q2	$16K	Hold	1,300	–	–	﹤0.01%	490
2019 Q1	$18K	Hold	1,300	–	–	﹤0.01%	462
2018 Q4	$15K	Hold	1,300	–	–	﹤0.01%	469
2018 Q3	$20K	Hold	1,300	–	–	﹤0.01%	441
2018 Q2	$20K	Hold	1,300	–	–	﹤0.01%	433
2018 Q1	$17K	Hold	1,300	–	–	﹤0.01%	459
2017 Q4	$19K	Buy	+1,300	New	+$19.8K	﹤0.01%	432
2017 Q1	–	Sell	-1,300	Closed	-$20K	–	864
2016 Q4	$20K	Hold	1,300	–	–	﹤0.01%	404
2016 Q3	$15K	Hold	1,300	–	–	﹤0.01%	319
2016 Q2	$15K	Hold	1,300	–	–	﹤0.01%	316
2016 Q1	$13K	Hold	1,300	–	–	﹤0.01%	335
2015 Q4	$13K	Hold	1,300	–	–	﹤0.01%	331
2015 Q3	$12K	Hold	1,300	–	–	﹤0.01%	335
2015 Q2	$13K	Hold	1,300	–	–	﹤0.01%	331
2015 Q1	$13K	Hold	1,300	–	–	﹤0.01%	328
2014 Q4	$12K	Hold	1,300	–	–	﹤0.01%	345
2014 Q3	$12K	Hold	1,300	–	–	﹤0.01%	336
2014 Q2	$13K	Hold	1,300	–	–	﹤0.01%	348
2014 Q1	$13K	Sell	1,300 -500	-28%	-$4.72K	﹤0.01%	343
2013 Q4	$17K	Buy	+1,800	New	+$17.5K	﹤0.01%	359

Other funds holding UMH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

EARNEST Partners's UMH Position: Q4 2023 in Review

EARNEST Partners sold out of UMH Properties (UMH) in Q4 2023, closing a stake of 1,300 shares — an estimated $18.2K sold.

EARNEST Partners first reported a position in UMH in Q4 2013 and held it in 37 quarters. The position peaked at $36K in Q4 2021. 201 funds tracked by Wall St. Rank hold UMH as of Q4 2023.

EARNEST Partners reported no remaining UMH Properties position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 1,300 UMH Properties shares in Q4 2023, an estimated $18.2K.
EARNEST Partners first reported a position in UMH Properties in Q4 2013 and held it in 37 quarters.
EARNEST Partners's UMH Properties position peaked at $36K in Q4 2021.
201 funds tracked by Wall St. Rank held UMH Properties as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.