Palisade Capital Management’s UMH Properties UMH Stock Holding History

Palisade Capital 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 Q1	–	Sell	-7,500	Closed	-$205K	–	434
2021 Q4	$205K	Buy	+7,500	New	+$181K	﹤0.01%	418
2020 Q2	–	Sell	-17,000	Closed	-$185K	–	412
2020 Q1	$185K	Hold	17,000	–	–	0.01%	404
2019 Q4	$267K	Hold	17,000	–	–	0.01%	381
2019 Q3	$239K	Hold	17,000	–	–	0.01%	400
2019 Q2	$211K	Buy	17,000 +3,000	+21%	+$40.4K	0.01%	400
2019 Q1	$197K	Buy	+14,000	New	+$188K	0.01%	426
2018 Q1	–	Sell	-50,000	Closed	-$745K	–	463
2017 Q4	$745K	Sell	50,000 -42,925	-46%	-$653K	0.03%	351
2017 Q3	$1.45M	Buy	+92,925	New	+$1.49M	0.05%	303
2014 Q2	–	Sell	-21,779	Closed	-$213K	–	492
2014 Q1	$213K	Hold	21,779	–	–	0.01%	439
2013 Q4	$205K	Buy	+21,779	New	+$212K	0.01%	429
2013 Q3	–	Sell	-21,779	Closed	-$224K	–	458
2013 Q2	$224K	Buy	+21,779	New	+$234K	0.01%	405

Other funds holding UMH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Palisade Capital Management's UMH Position: Q1 2022 in Review

Palisade Capital Management sold out of UMH Properties (UMH) in Q1 2022, closing a stake of 7,500 shares — an estimated $205K sold.

Palisade Capital Management first reported a position in UMH in Q2 2013 and held it in 11 quarters. The position peaked at $1.45M in Q3 2017. 192 funds tracked by Wall St. Rank hold UMH as of Q1 2022.

Palisade Capital Management reported no remaining UMH Properties position as of Q1 2022 after selling out during the quarter.
Palisade Capital Management sold 7,500 UMH Properties shares in Q1 2022, an estimated $205K.
Palisade Capital Management first reported a position in UMH Properties in Q2 2013 and held it in 11 quarters.
Palisade Capital Management's UMH Properties position peaked at $1.45M in Q3 2017.
192 funds tracked by Wall St. Rank held UMH Properties as of Q1 2022.

Based on Palisade Capital Management's 13F filing for Q1 2022, filed 9 May 2022.