KIC
UMH

Kensington Investment Counsel’s UMH Properties UMH Stock Holding History

Kensington Investment Counsel’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
2023
Q2 		– Sell
-11,000
Closed -$163K – 99
2023
Q1 		$163K Hold
11,000
– – 0.12% 83
2022
Q4 		$177K Hold
11,000
– – 0.14% 81
2022
Q3 		$178K Hold
11,000
– – 0.15% 81
2022
Q2 		$194K Hold
11,000
– – 0.17% 80
2022
Q1 		$270K Buy
+11,000
New +$264K 0.18% 85

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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kensington Investment Counsel's UMH Position: Q2 2023 in Review

Kensington Investment Counsel sold out of UMH Properties (UMH) in Q2 2023, closing a stake of 11,000 shares — an estimated $163K sold.

Kensington Investment Counsel first reported a position in UMH in Q1 2022 and held it in 5 quarters. The position peaked at $270K in Q1 2022. 179 funds tracked by Wall St. Rank hold UMH as of Q2 2023.

  • Kensington Investment Counsel reported no remaining UMH Properties position as of Q2 2023 after selling out during the quarter.
  • Kensington Investment Counsel sold 11,000 UMH Properties shares in Q2 2023, an estimated $163K.
  • Kensington Investment Counsel first reported a position in UMH Properties in Q1 2022 and held it in 5 quarters.
  • Kensington Investment Counsel's UMH Properties position peaked at $270K in Q1 2022.
  • 179 funds tracked by Wall St. Rank held UMH Properties as of Q2 2023.

Based on Kensington Investment Counsel's 13F filing for Q2 2023, filed 14 Aug 2023.