PFO
UMH

Pathstone Family Office’s UMH Properties UMH Stock Holding History

Pathstone Family Office’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
Q1 		– Sell
-22
Closed – – 1313
2020
Q4 		$0 Sell
22
-29,280
-100% -$426K ﹤0.01% 1340
2020
Q3 		$397K Buy
29,302
+29,258
+66,495% +$390K 0.04% 133
2020
Q2 		$0 Buy
+44
New +$532 ﹤0.01% 973

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
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pathstone Family Office's UMH Position: Q1 2021 in Review

Pathstone Family Office sold out of UMH Properties (UMH) in Q1 2021, closing a stake of 22 shares.

Pathstone Family Office first reported a position in UMH in Q2 2020 and held it in 3 quarters. The position peaked at $397K in Q3 2020. 141 funds tracked by Wall St. Rank hold UMH as of Q1 2021.

  • Pathstone Family Office reported no remaining UMH Properties position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 22 UMH Properties shares in Q1 2021.
  • Pathstone Family Office first reported a position in UMH Properties in Q2 2020 and held it in 3 quarters.
  • Pathstone Family Office's UMH Properties position peaked at $397K in Q3 2020.
  • 141 funds tracked by Wall St. Rank held UMH Properties as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.