Private Advisor Group’s UMH Properties UMH Stock Holding History

Private Advisor 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
2020 Q3	–	Sell	-6,048	Closed	-$78K	–	3321
2020 Q2	$78K	Buy	+6,048	New	+$73.1K	﹤0.01%	1860
2020 Q1	–	Sell	-18,678	Closed	-$294K	–	1641
2019 Q4	$294K	Hold	18,678	–	–	﹤0.01%	1284
2019 Q3	$263K	Sell	18,678 -8,198	-31%	-$106K	﹤0.01%	1362
2019 Q2	$333K	Sell	26,876 -3,639	-12%	-$49K	0.01%	1230
2019 Q1	$429K	Buy	30,515 +37	+0.1%	+$496	0.01%	1032
2018 Q4	$361K	Sell	30,478 -1,118	-4%	-$15.1K	0.01%	956
2018 Q3	$494K	Buy	31,596 +1,100	+4%	+$17.3K	0.01%	1001
2018 Q2	$472K	Sell	30,496 -1,082	-3%	-$15.2K	0.01%	772
2018 Q1	$423K	Sell	31,578 -19	-0.1%	-$247	0.02%	734
2017 Q4	$448K	Buy	31,597 +1,119	+4%	+$17K	0.02%	711
2017 Q3	$481K	Sell	30,478 -1,100	-3%	-$17.6K	0.01%	913
2017 Q2	$530K	Hold	31,578	–	–	0.01%	811
2017 Q1	$472K	Sell	31,578 -400	-1%	-$5.83K	0.01%	859
2016 Q4	$462K	Sell	31,978 -850	-3%	-$10.9K	0.02%	757
2016 Q3	$382K	Hold	32,828	–	–	0.02%	746
2016 Q2	$403K	Buy	+32,828	New	+$332K	0.02%	704

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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Private Advisor Group's UMH Position: Q3 2020 in Review

Private Advisor Group sold out of UMH Properties (UMH) in Q3 2020, closing a stake of 6,048 shares — an estimated $78K sold.

Private Advisor Group first reported a position in UMH in Q2 2016 and held it in 16 quarters. The position peaked at $530K in Q2 2017. 127 funds tracked by Wall St. Rank hold UMH as of Q3 2020.

Private Advisor Group reported no remaining UMH Properties position as of Q3 2020 after selling out during the quarter.
Private Advisor Group sold 6,048 UMH Properties shares in Q3 2020, an estimated $78K.
Private Advisor Group first reported a position in UMH Properties in Q2 2016 and held it in 16 quarters.
Private Advisor Group's UMH Properties position peaked at $530K in Q2 2017.
127 funds tracked by Wall St. Rank held UMH Properties as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.