RDWM
UMH

Red Door Wealth Management’s UMH Properties UMH Stock Holding History

Red Door Wealth Management’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
Q3 		– Sell
-2,369
Closed -$51K – 576
2021
Q2 		$51K Buy
+2,369
New +$50.5K 0.02% 258
2020
Q3 		– Sell
-2,369
Closed -$30K – 404
2020
Q2 		$30K Hold
2,369
– – 0.02% 220
2020
Q1 		$25K Buy
+2,369
New +$34.4K 0.02% 212

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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Red Door Wealth Management's UMH Position: Q3 2021 in Review

Red Door Wealth Management sold out of UMH Properties (UMH) in Q3 2021, closing a stake of 2,369 shares — an estimated $51K sold.

Red Door Wealth Management first reported a position in UMH in Q1 2020 and held it in 3 quarters. The position peaked at $51K in Q2 2021. 164 funds tracked by Wall St. Rank hold UMH as of Q3 2021.

  • Red Door Wealth Management reported no remaining UMH Properties position as of Q3 2021 after selling out during the quarter.
  • Red Door Wealth Management sold 2,369 UMH Properties shares in Q3 2021, an estimated $51K.
  • Red Door Wealth Management first reported a position in UMH Properties in Q1 2020 and held it in 3 quarters.
  • Red Door Wealth Management's UMH Properties position peaked at $51K in Q2 2021.
  • 164 funds tracked by Wall St. Rank held UMH Properties as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.