Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
UMH

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s UMH Properties UMH Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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
-390,500
Closed -$10.7M – 1935
2021
Q4 		$10.7M Buy
390,500
+338,900
+657% +$8.17M 0.02% 407
2021
Q3 		$1.18M Sell
51,600
-403,000
-89% -$9.4M ﹤0.01% 1037
2021
Q2 		$9.92M Buy
+454,600
New +$9.69M 0.02% 415

Other funds holding UMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $33.3B AUM 44.76% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 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 $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's UMH Position: Q1 2022 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of UMH Properties (UMH) in Q1 2022, closing a stake of 390,500 shares — an estimated $10.7M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in UMH in Q2 2021 and held it in 3 quarters. The position peaked at $10.7M in Q4 2021. 193 funds tracked by Wall St. Rank hold UMH as of Q1 2022.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining UMH Properties position as of Q1 2022 after selling out during the quarter.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 390,500 UMH Properties shares in Q1 2022, an estimated $10.7M.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in UMH Properties in Q2 2021 and held it in 3 quarters.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's UMH Properties position peaked at $10.7M in Q4 2021.
  • 193 funds tracked by Wall St. Rank held UMH Properties as of Q1 2022.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2022, filed 12 May 2022.