Inspire Advisors’s UMH Properties UMH Stock Holding History

Inspire 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
2021 Q1	–	Sell	-4,090	Closed	-$61K	–	674
2020 Q4	$61K	Buy	+4,090	New	+$59.4K	0.02%	217

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Inspire Advisors's UMH Position: Q1 2021 in Review

Inspire Advisors sold out of UMH Properties (UMH) in Q1 2021, closing a stake of 4,090 shares — an estimated $61K sold.

Inspire Advisors first reported a position in UMH in Q4 2020 and held it in 1 quarter. The position peaked at $61K in Q4 2020. 141 funds tracked by Wall St. Rank hold UMH as of Q1 2021.

Inspire Advisors reported no remaining UMH Properties position as of Q1 2021 after selling out during the quarter.
Inspire Advisors sold 4,090 UMH Properties shares in Q1 2021, an estimated $61K.
Inspire Advisors first reported a position in UMH Properties in Q4 2020 and held it in 1 quarter.
Inspire Advisors's UMH Properties position peaked at $61K in Q4 2020.
141 funds tracked by Wall St. Rank held UMH Properties as of Q1 2021.

Based on Inspire Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.