MPAM
UMH

Monarch Partners Asset Management’s UMH Properties UMH Stock Holding History

Monarch Partners Asset Management’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
2022
Q3 		– Sell
-237,695
Closed -$4.2M – 166
2022
Q2 		$4.2M Buy
237,695
+69,891
+42% +$1.45M 1.17% 11
2022
Q1 		$4.13M Sell
167,804
-16,681
-9% -$401K 0.92% 32
2021
Q4 		$5.04M Sell
184,485
-124,632
-40% -$3M 1.02% 21
2021
Q3 		$7.08M Buy
+309,117
New +$7.21M 1.03% 36

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Monarch Partners Asset Management's UMH Position: Q3 2022 in Review

Monarch Partners Asset Management sold out of UMH Properties (UMH) in Q3 2022, closing a stake of 237,695 shares — an estimated $4.2M sold.

Monarch Partners Asset Management first reported a position in UMH in Q3 2021 and held it in 4 quarters. The position peaked at $7.08M in Q3 2021. 177 funds tracked by Wall St. Rank hold UMH as of Q3 2022.

  • Monarch Partners Asset Management reported no remaining UMH Properties position as of Q3 2022 after selling out during the quarter.
  • Monarch Partners Asset Management sold 237,695 UMH Properties shares in Q3 2022, an estimated $4.2M.
  • Monarch Partners Asset Management first reported a position in UMH Properties in Q3 2021 and held it in 4 quarters.
  • Monarch Partners Asset Management's UMH Properties position peaked at $7.08M in Q3 2021.
  • 177 funds tracked by Wall St. Rank held UMH Properties as of Q3 2022.

Based on Monarch Partners Asset Management's 13F filing for Q3 2022, filed 31 Oct 2022.