NYLIM
UMH

New York Life Investment Management’s UMH Properties UMH Stock Holding History

New York Life Investment 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
2024
Q3 		– Sell
-14,584
Closed -$233K – 876
2024
Q2 		$233K Buy
+14,584
New +$227K ﹤0.01% 837
2024
Q1 		– Sell
-10,197
Closed -$156K – 1528
2023
Q4 		$156K Buy
+10,197
New +$147K ﹤0.01% 1301
2022
Q3 		– Sell
-14,639
Closed -$259K – 1264
2022
Q2 		$259K Buy
+14,639
New +$304K ﹤0.01% 1194

Other funds holding UMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New York Life Investment Management's UMH Position: Q3 2024 in Review

New York Life Investment Management sold out of UMH Properties (UMH) in Q3 2024, closing a stake of 14,584 shares — an estimated $233K sold.

New York Life Investment Management first reported a position in UMH in Q2 2022 and held it in 3 quarters. The position peaked at $259K in Q2 2022. 223 funds tracked by Wall St. Rank hold UMH as of Q3 2024.

  • New York Life Investment Management reported no remaining UMH Properties position as of Q3 2024 after selling out during the quarter.
  • New York Life Investment Management sold 14,584 UMH Properties shares in Q3 2024, an estimated $233K.
  • New York Life Investment Management first reported a position in UMH Properties in Q2 2022 and held it in 3 quarters.
  • New York Life Investment Management's UMH Properties position peaked at $259K in Q2 2022.
  • 223 funds tracked by Wall St. Rank held UMH Properties as of Q3 2024.

Based on New York Life Investment Management's 13F filing for Q3 2024, filed 7 Nov 2024.