REMS
UMH

Real Estate Management Services’s UMH Properties UMH Stock Holding History

Real Estate Management Services’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
Q4 		$7.21M Sell
263,800
-15,700
-6% -$378K 4.33% 6
2021
Q3 		$6.4M Sell
279,500
-33,000
-11% -$770K 3.94% 8
2021
Q2 		$6.82M Buy
312,500
+9,300
+3% +$198K 4.23% 9
2021
Q1 		$5.81M Buy
+303,200
New +$5.11M 4.07% 11

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
William Blair Investment Management
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Real Estate Management Services's UMH Position: Q4 2021 in Review

Real Estate Management Services reduced its UMH Properties (UMH) stake by 5.6% in Q4 2021, selling an estimated $378K and leaving 263,800 shares worth $7.21M. The position accounts for 4.33% of the portfolio, ranked #6.

Real Estate Management Services first reported a position in UMH in Q1 2021 and has held it in 4 quarters since. 177 funds tracked by Wall St. Rank hold UMH as of Q4 2021.

  • Real Estate Management Services held 263,800 shares of UMH Properties worth $7.21M as of Q4 2021.
  • Real Estate Management Services sold 15,700 UMH Properties shares in Q4 2021, an estimated $378K.
  • UMH Properties made up 4.33% of Real Estate Management Services's portfolio in Q4 2021, its #6 holding.
  • Real Estate Management Services first reported a position in UMH Properties in Q1 2021 and has held it in 4 quarters since.
  • 177 funds tracked by Wall St. Rank held UMH Properties as of Q4 2021.

Based on Real Estate Management Services's 13F filing for Q4 2021, filed 13 Jan 2022.