HA
UMH

Heartland Advisors’s UMH Properties UMH Stock Holding History

Heartland 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
2024
Q4 		– Sell
-150,000
Closed -$2.95M – 206
2024
Q3 		$2.95M Sell
150,000
-150,000
-50% -$2.79M 0.15% 157
2024
Q2 		$4.8M Hold
300,000
– – 0.27% 129
2024
Q1 		$4.87M Sell
300,000
-298,400
-50% -$4.57M 0.26% 132
2023
Q4 		$9.17M Buy
598,400
+5,650
+1% +$81.4K 0.48% 87
2023
Q3 		$8.31M Hold
592,750
– – 0.47% 99
2023
Q2 		$9.47M Buy
592,750
+500
+0.1% +$7.74K 0.54% 86
2023
Q1 		$8.76M Buy
592,250
+48,150
+9% +$791K 0.54% 84
2022
Q4 		$8.76M Buy
544,100
+194,100
+55% +$3.27M 0.55% 81
2022
Q3 		$5.65M Buy
+350,000
New +$6.57M 0.42% 98

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heartland Advisors's UMH Position: Q4 2024 in Review

Heartland Advisors sold out of UMH Properties (UMH) in Q4 2024, closing a stake of 150,000 shares — an estimated $2.95M sold.

Heartland Advisors first reported a position in UMH in Q3 2022 and held it in 9 quarters. The position peaked at $9.47M in Q2 2023. 231 funds tracked by Wall St. Rank hold UMH as of Q4 2024.

  • Heartland Advisors reported no remaining UMH Properties position as of Q4 2024 after selling out during the quarter.
  • Heartland Advisors sold 150,000 UMH Properties shares in Q4 2024, an estimated $2.95M.
  • Heartland Advisors first reported a position in UMH Properties in Q3 2022 and held it in 9 quarters.
  • Heartland Advisors's UMH Properties position peaked at $9.47M in Q2 2023.
  • 231 funds tracked by Wall St. Rank held UMH Properties as of Q4 2024.

Based on Heartland Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.