Loeb Partners Corp’s UMH Properties UMH Stock Holding History

Loeb Partners Corp’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 Q1	–	Sell	-122,008	Closed	-$1.44M	–	272
2018 Q4	$1.44M	Buy	122,008 +9,000	+8%	+$122K	0.67%	44
2018 Q3	$1.77M	Buy	113,008 +20,000	+22%	+$314K	0.65%	45
2018 Q2	$1.43M	Sell	93,008 -11,808	-11%	-$166K	0.36%	74
2018 Q1	$1.41M	Sell	104,816 -8,800	-8%	-$115K	0.61%	47
2017 Q4	$1.69M	Sell	113,616 -2,000	-2%	-$30.4K	0.5%	55
2017 Q3	$1.8M	Buy	115,616 +72,908	+171%	+$1.17M	0.55%	48
2017 Q2	$729K	Hold	42,708	–	–	0.21%	101
2017 Q1	$649K	Buy	42,708 +11,000	+35%	+$160K	0.2%	102
2016 Q4	$477K	Buy	31,708 +13,800	+77%	+$177K	0.16%	113
2016 Q3	$213K	Hold	17,908	–	–	0.08%	138
2016 Q2	$201K	Hold	17,908	–	–	0.07%	149
2016 Q1	$178K	Hold	17,908	–	–	0.06%	137
2015 Q4	$181K	Hold	17,908	–	–	0.06%	144
2015 Q3	$167K	Hold	17,908	–	–	0.06%	149
2015 Q2	$175K	Buy	+17,908	New	+$179K	0.05%	168

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Montag & Associates Atlanta, Georgia $2.15B AUM 20.86% 1-Year Est. Return

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

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

Loeb Partners Corp's UMH Position: Q1 2019 in Review

Loeb Partners Corp sold out of UMH Properties (UMH) in Q1 2019, closing a stake of 122,008 shares — an estimated $1.44M sold.

Loeb Partners Corp first reported a position in UMH in Q2 2015 and held it in 15 quarters. The position peaked at $1.8M in Q3 2017. 129 funds tracked by Wall St. Rank hold UMH as of Q1 2019.

Loeb Partners Corp reported no remaining UMH Properties position as of Q1 2019 after selling out during the quarter.
Loeb Partners Corp sold 122,008 UMH Properties shares in Q1 2019, an estimated $1.44M.
Loeb Partners Corp first reported a position in UMH Properties in Q2 2015 and held it in 15 quarters.
Loeb Partners Corp's UMH Properties position peaked at $1.8M in Q3 2017.
129 funds tracked by Wall St. Rank held UMH Properties as of Q1 2019.

Based on Loeb Partners Corp's 13F filing for Q1 2019, filed 14 May 2019.