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
2022 Q2	–	Sell	-15,500	Closed	-$381K	–	6537
2022 Q1	$381K	Buy	15,500 +15,300	+7,650%	+$367K	﹤0.01%	3372
2021 Q4	$5K	Buy	+200	New	+$4.82K	﹤0.01%	4970
2021 Q3	–	Sell	-800	Closed	-$17K	–	5833
2021 Q2	$17K	Sell	800 -700	-47%	-$14.9K	﹤0.01%	4755
2021 Q1	$29K	Sell	1,500 -1,600	-52%	-$26.9K	﹤0.01%	4587
2020 Q4	$46K	Buy	+3,100	New	+$45.1K	﹤0.01%	4222
2020 Q3	–	Sell	-11,600	Closed	-$150K	–	4910
2020 Q2	$150K	Buy	+11,600	New	+$140K	﹤0.01%	3591
2019 Q4	–	Sell	-7,500	Closed	-$106K	–	4110
2019 Q3	$106K	Buy	+7,500	New	+$97.2K	﹤0.01%	3195
2019 Q1	–	Sell	-10,100	Closed	-$120K	–	4656
2018 Q4	$120K	Buy	10,100 +400	+4%	+$5.42K	﹤0.01%	3325
2018 Q3	$152K	Buy	+9,700	New	+$152K	﹤0.01%	3373

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. 196 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.
196 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.