GW&K Investment Management’s UMH Properties UMH Stock Holding History

GW&K Investment 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 Q2	–	Sell	-851	Closed	-$14K	–	947
2024 Q1	$14K	Sell	851 -5,901	-87%	-$90.3K	﹤0.01%	610
2023 Q4	$103K	Sell	6,752 -937,946	-99%	-$13.5M	﹤0.01%	374
2023 Q3	$13.2M	Sell	944,698 -26,046	-3%	-$400K	0.13%	212
2023 Q2	$15.5M	Sell	970,744 -9,812	-1%	-$152K	0.15%	201
2023 Q1	$14.5M	Buy	980,556 +103,061	+12%	+$1.69M	0.14%	196
2022 Q4	$14.1M	Sell	877,495 -97,802	-10%	-$1.65M	0.14%	194
2022 Q3	$15.8M	Sell	975,297 -1,883	-0.2%	-$35.4K	0.17%	183
2022 Q2	$17.3M	Buy	977,180 +312,334	+47%	+$6.49M	0.19%	185
2022 Q1	$16.3M	Buy	664,846 +9,230	+1%	+$222K	0.15%	198
2021 Q4	$17.9M	Buy	+655,616	New	+$15.8M	0.15%	202

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

GW&K Investment Management's UMH Position: Q2 2024 in Review

GW&K Investment Management sold out of UMH Properties (UMH) in Q2 2024, closing a stake of 851 shares — an estimated $14K sold.

GW&K Investment Management first reported a position in UMH in Q4 2021 and held it in 10 quarters. The position peaked at $17.9M in Q4 2021. 196 funds tracked by Wall St. Rank hold UMH as of Q2 2024.

GW&K Investment Management reported no remaining UMH Properties position as of Q2 2024 after selling out during the quarter.
GW&K Investment Management sold 851 UMH Properties shares in Q2 2024, an estimated $14K.
GW&K Investment Management first reported a position in UMH Properties in Q4 2021 and held it in 10 quarters.
GW&K Investment Management's UMH Properties position peaked at $17.9M in Q4 2021.
196 funds tracked by Wall St. Rank held UMH Properties as of Q2 2024.

Based on GW&K Investment Management's 13F filing for Q2 2024, filed 12 Aug 2024.