Ladenburg Thalmann Financial Services’s UMH Properties UMH Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$23K	Buy	1,422 +13	+0.9%	+$196	﹤0.01%	4078
2019 Q3	$19K	Buy	1,409 +14	+1%	+$181	﹤0.01%	4079
2019 Q2	$17K	Buy	1,395 +994	+248%	+$13.4K	﹤0.01%	4164
2019 Q1	$5K	Buy	401 +101	+34%	+$1.35K	﹤0.01%	4680
2018 Q4	$4K	Hold	300	–	–	﹤0.01%	4696
2018 Q3	$5K	Hold	300	–	–	﹤0.01%	4615
2018 Q2	$4K	Hold	300	–	–	﹤0.01%	4691
2018 Q1	$4K	Hold	300	–	–	﹤0.01%	4691
2017 Q4	$4K	Hold	300	–	–	﹤0.01%	4613
2017 Q3	$5K	Hold	300	–	–	﹤0.01%	4410
2017 Q2	$5K	Hold	300	–	–	﹤0.01%	4340
2017 Q1	$5K	Hold	300	–	–	﹤0.01%	4330
2016 Q4	$5K	Buy	+300	New	+$3.84K	﹤0.01%	4246
2014 Q4	–	Sell	-200	Closed	-$2K	–	4440
2014 Q3	$2K	Hold	200	–	–	﹤0.01%	3696
2014 Q2	$2K	Hold	200	–	–	﹤0.01%	3662
2014 Q1	$2K	Hold	200	–	–	﹤0.01%	3535
2013 Q4	$2K	Hold	200	–	–	﹤0.01%	3526
2013 Q3	$2K	Hold	200	–	–	﹤0.01%	3478
2013 Q2	$2K	Buy	+200	New	+$2.15K	﹤0.01%	3345

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ICOM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ladenburg Thalmann Financial Services's UMH Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its UMH Properties (UMH) stake by 0.92% in Q4 2019, buying an estimated $196 and bringing the position to 1,422 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #4078.

Ladenburg Thalmann Financial Services first reported a position in UMH in Q2 2013 and has held it in 19 quarters since. 128 funds tracked by Wall St. Rank hold UMH as of Q4 2019.

Ladenburg Thalmann Financial Services held 1,422 shares of UMH Properties worth $23K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 13 UMH Properties shares in Q4 2019, an estimated $196.
UMH Properties made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4078 holding.
Ladenburg Thalmann Financial Services first reported a position in UMH Properties in Q2 2013 and has held it in 19 quarters since.
128 funds tracked by Wall St. Rank held UMH Properties as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.