IA
UMH

IndexIQ Advisors’s UMH Properties UMH Stock Holding History

IndexIQ 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
2022
Q1 		$354K Buy
14,397
+247
+2% +$5.93K 0.01% 946
2021
Q4 		$387K Sell
14,150
-1,391
-9% -$33.5K 0.01% 806
2021
Q3 		$356K Sell
15,541
-3,929
-20% -$91.7K 0.01% 908
2021
Q2 		$425K Buy
+19,470
New +$415K 0.01% 608

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
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 $30.3B AUM 33.75% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 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 $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IndexIQ Advisors's UMH Position: Q1 2022 in Review

IndexIQ Advisors increased its UMH Properties (UMH) stake by 1.7% in Q1 2022, buying an estimated $5.93K and bringing the position to 14,397 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #946.

IndexIQ Advisors first reported a position in UMH in Q2 2021 and has held it in 4 quarters since. The position peaked at $425K in Q2 2021. 192 funds tracked by Wall St. Rank hold UMH as of Q1 2022.

  • IndexIQ Advisors held 14,397 shares of UMH Properties worth $354K as of Q1 2022.
  • IndexIQ Advisors bought 247 UMH Properties shares in Q1 2022, an estimated $5.93K.
  • UMH Properties made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #946 holding.
  • IndexIQ Advisors first reported a position in UMH Properties in Q2 2021 and has held it in 4 quarters since.
  • IndexIQ Advisors's UMH Properties position peaked at $425K in Q2 2021.
  • 192 funds tracked by Wall St. Rank held UMH Properties as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.