RIA
UMH

Realta Investment Advisors’s UMH Properties UMH Stock Holding History

Realta Investment Advisors’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
Q1 		– Sell
-1,300
Closed -$21K – 1320
2019
Q4 		$21K Buy
1,300
+1,000
+333% +$15.1K 0.01% 916
2019
Q3 		$4K Hold
300
– – ﹤0.01% 1403
2019
Q2 		$4K Buy
+300
New +$4.04K ﹤0.01% 1447

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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

Realta Investment Advisors's UMH Position: Q1 2020 in Review

Realta Investment Advisors sold out of UMH Properties (UMH) in Q1 2020, closing a stake of 1,300 shares — an estimated $21K sold.

Realta Investment Advisors first reported a position in UMH in Q2 2019 and held it in 3 quarters. The position peaked at $21K in Q4 2019. 131 funds tracked by Wall St. Rank hold UMH as of Q1 2020.

  • Realta Investment Advisors reported no remaining UMH Properties position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 1,300 UMH Properties shares in Q1 2020, an estimated $21K.
  • Realta Investment Advisors first reported a position in UMH Properties in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's UMH Properties position peaked at $21K in Q4 2019.
  • 131 funds tracked by Wall St. Rank held UMH Properties as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.