PEAK6 Investments’s UMH Properties UMH Stock Holding History

PEAK6 Investments’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	-200	Closed	-$3.06K	–	4767
2023 Q4	$3.06K	Buy	+200	New	+$2.88K	﹤0.01%	3993
2022 Q2	–	Sell	-1,500	Closed	-$37K	–	6535
2022 Q1	$37K	Sell	1,500 -6,600	-81%	-$159K	﹤0.01%	4625
2021 Q4	$221K	Sell	8,100 -27,300	-77%	-$658K	﹤0.01%	3929
2021 Q3	$811K	Buy	35,400 +16,900	+91%	+$394K	﹤0.01%	2809
2021 Q2	$404K	Sell	18,500 -10,200	-36%	-$217K	﹤0.01%	3424
2021 Q1	$550K	Buy	28,700 +11,300	+65%	+$190K	﹤0.01%	3105
2020 Q4	$258K	Buy	+17,400	New	+$253K	﹤0.01%	3598
2020 Q3	–	Sell	-5,900	Closed	-$76K	–	4909
2020 Q2	$76K	Buy	+5,900	New	+$71.3K	﹤0.01%	3894
2019 Q4	–	Sell	-10,800	Closed	-$152K	–	4109
2019 Q3	$152K	Buy	+10,800	New	+$140K	﹤0.01%	3043
2019 Q1	–	Sell	-17,600	Closed	-$208K	–	4655
2018 Q4	$208K	Sell	17,600 -6,100	-26%	-$82.6K	﹤0.01%	3007
2018 Q3	$371K	Buy	+23,700	New	+$373K	﹤0.01%	2802

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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 Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

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

PEAK6 Investments's UMH Position: Q1 2024 in Review

PEAK6 Investments sold out of UMH Properties (UMH) in Q1 2024, closing a stake of 10,377 shares — an estimated $159K sold.

PEAK6 Investments first reported a position in UMH in Q3 2018 and held it in 3 quarters. The position peaked at $159K in Q4 2023. 197 funds tracked by Wall St. Rank hold UMH as of Q1 2024.

PEAK6 Investments reported no remaining UMH Properties position as of Q1 2024 after selling out during the quarter.
PEAK6 Investments sold 10,377 UMH Properties shares in Q1 2024, an estimated $159K.
PEAK6 Investments first reported a position in UMH Properties in Q3 2018 and held it in 3 quarters.
PEAK6 Investments's UMH Properties position peaked at $159K in Q4 2023.
197 funds tracked by Wall St. Rank held UMH Properties as of Q1 2024.

Based on PEAK6 Investments's 13F filing for Q1 2024, filed 14 May 2024.