ICOM
UMH

Investment Counselors of Maryland’s UMH Properties UMH Stock Holding History

Investment Counselors of Maryland’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
Q2 		$42.3M Buy
1,940,289
+158,714
+9% +$3.38M 0.97% 49
2021
Q1 		$34.2M Buy
1,781,575
+59,301
+3% +$999K 0.88% 66
2020
Q4 		$25.5M Buy
1,722,274
+88,118
+5% +$1.28M 0.82% 75
2020
Q3 		$22.1M Buy
1,634,156
+204,598
+14% +$2.73M 0.99% 46
2020
Q2 		$18.5M Buy
1,429,558
+98,227
+7% +$1.19M 0.96% 48
2020
Q1 		$14.5M Buy
1,331,331
+14,535
+1% +$211K 0.94% 45
2019
Q4 		$20.7M Buy
1,316,796
+22,419
+2% +$338K 0.89% 63
2019
Q3 		$18.2M Sell
1,294,377
-3,182
-0.2% -$41.2K 0.85% 74
2019
Q2 		$16.1M Buy
1,297,559
+147,083
+13% +$1.98M 0.75% 78
2019
Q1 		$16.2M Buy
1,150,476
+232,176
+25% +$3.11M 0.79% 75
2018
Q4 		$10.9M Buy
918,300
+479,576
+109% +$6.5M 0.62% 88
2018
Q3 		$6.86M Buy
+438,724
New +$6.9M 0.32% 103

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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Investment Counselors of Maryland's UMH Position: Q2 2021 in Review

Investment Counselors of Maryland increased its UMH Properties (UMH) stake by 8.9% in Q2 2021, buying an estimated $3.38M and bringing the position to 1,940,289 shares worth $42.3M. The position accounts for 0.97% of the portfolio, ranked #49.

Investment Counselors of Maryland first reported a position in UMH in Q3 2018 and has held it in 12 quarters since. 160 funds tracked by Wall St. Rank hold UMH as of Q2 2021.

  • Investment Counselors of Maryland held 1,940,289 shares of UMH Properties worth $42.3M as of Q2 2021.
  • Investment Counselors of Maryland bought 158,714 UMH Properties shares in Q2 2021, an estimated $3.38M.
  • UMH Properties made up 0.97% of Investment Counselors of Maryland's portfolio in Q2 2021, its #49 holding.
  • Investment Counselors of Maryland first reported a position in UMH Properties in Q3 2018 and has held it in 12 quarters since.
  • 160 funds tracked by Wall St. Rank held UMH Properties as of Q2 2021.

Based on Investment Counselors of Maryland's 13F filing for Q2 2021, filed 16 Jul 2021.