NRD
UMH

Nebula Research & Development’s UMH Properties UMH Stock Holding History

Nebula Research & Development’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
Q1 		– Sell
-11,679
Closed -$179K – 1006
2023
Q4 		$179K Sell
11,679
-33,459
-74% -$482K 0.05% 561
2023
Q3 		$633K Buy
+45,138
New +$694K 0.33% 82

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $4.5B AUM 18.67% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Nebula Research & Development's UMH Position: Q1 2024 in Review

Nebula Research & Development sold out of UMH Properties (UMH) in Q1 2024, closing a stake of 11,679 shares — an estimated $179K sold.

Nebula Research & Development first reported a position in UMH in Q3 2023 and held it in 2 quarters. The position peaked at $633K in Q3 2023. 196 funds tracked by Wall St. Rank hold UMH as of Q1 2024.

  • Nebula Research & Development reported no remaining UMH Properties position as of Q1 2024 after selling out during the quarter.
  • Nebula Research & Development sold 11,679 UMH Properties shares in Q1 2024, an estimated $179K.
  • Nebula Research & Development first reported a position in UMH Properties in Q3 2023 and held it in 2 quarters.
  • Nebula Research & Development's UMH Properties position peaked at $633K in Q3 2023.
  • 196 funds tracked by Wall St. Rank held UMH Properties as of Q1 2024.

Based on Nebula Research & Development's 13F filing for Q1 2024, filed 15 May 2024.