LIG
UMH

Lokken Investment Group’s UMH Properties UMH Stock Holding History

Lokken Investment Group’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
2024
Q4 		– Sell
-39,122
Closed -$770K – 159
2024
Q3 		$770K Hold
39,122
– – 0.32% 71
2024
Q2 		$626K Hold
39,122
– – 0.29% 74
2024
Q1 		$635K Buy
39,122
+10,000
+34% +$153K 0.32% 75
2023
Q4 		$446K Hold
29,122
– – 0.25% 83
2023
Q3 		$408K Hold
29,122
– – 0.27% 80
2023
Q2 		$465K Hold
29,122
– – 0.3% 75
2023
Q1 		$431K Buy
29,122
+4,000
+16% +$65.7K 0.33% 74
2022
Q4 		$404K Hold
25,122
– – 0.32% 77
2022
Q3 		$406K Hold
25,122
– – 0.35% 60
2022
Q2 		$444K Buy
25,122
+8,200
+48% +$170K 0.36% 64
2022
Q1 		$398K Hold
16,922
– – 0.32% 75
2021
Q4 		$462K Hold
16,922
– – 0.33% 64
2021
Q3 		$388K Hold
16,922
– – 0.31% 74
2021
Q2 		$369K Hold
16,922
– – 0.3% 84
2021
Q1 		$324K Hold
16,922
– – 0.29% 80
2020
Q4 		$251K Buy
+16,922
New +$246K 0.23% 84

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lokken Investment Group's UMH Position: Q4 2024 in Review

Lokken Investment Group sold out of UMH Properties (UMH) in Q4 2024, closing a stake of 39,122 shares — an estimated $770K sold.

Lokken Investment Group first reported a position in UMH in Q4 2020 and held it in 16 quarters. The position peaked at $770K in Q3 2024. 231 funds tracked by Wall St. Rank hold UMH as of Q4 2024.

  • Lokken Investment Group reported no remaining UMH Properties position as of Q4 2024 after selling out during the quarter.
  • Lokken Investment Group sold 39,122 UMH Properties shares in Q4 2024, an estimated $770K.
  • Lokken Investment Group first reported a position in UMH Properties in Q4 2020 and held it in 16 quarters.
  • Lokken Investment Group's UMH Properties position peaked at $770K in Q3 2024.
  • 231 funds tracked by Wall St. Rank held UMH Properties as of Q4 2024.

Based on Lokken Investment Group's 13F filing for Q4 2024, filed 12 Feb 2025.