NFG
UMH

Next Financial Group’s UMH Properties UMH Stock Holding History

Next Financial 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
2021
Q4 		$2K Buy
+79
New +$1.9K ﹤0.01% 2654

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Next Financial Group's UMH Position: Q4 2021 in Review

Next Financial Group opened a new position in UMH Properties (UMH) in Q4 2021: 79 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2654 among its holdings.

177 funds tracked by Wall St. Rank hold UMH as of Q4 2021.

  • Next Financial Group held 79 shares of UMH Properties worth $2K as of Q4 2021.
  • UMH Properties was a new Next Financial Group position in Q4 2021.
  • UMH Properties made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2654 holding.
  • 177 funds tracked by Wall St. Rank held UMH Properties as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.