RA
UMH

RMR Advisors’s UMH Properties UMH Stock Holding History

RMR 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
Q4 		– Sell
-195,796
Closed -$2.65M – 72
2020
Q3 		$2.65M Hold
195,796
– – 1.36% 23
2020
Q2 		$2.53M Hold
195,796
– – 1.12% 29
2020
Q1 		$2.13M Hold
195,796
– – 1.08% 31
2019
Q4 		$3.08M Hold
195,796
– – 1.06% 31
2019
Q3 		$2.76M Hold
195,796
– – 0.94% 38
2019
Q2 		$2.43M Hold
195,796
– – 0.88% 40
2019
Q1 		$2.76M Hold
195,796
– – 1% 32
2018
Q4 		$2.32M Buy
195,796
+24,225
+14% +$328K 0.96% 38
2018
Q3 		$2.68M Hold
171,571
– – 1% 37
2018
Q2 		$2.63M Sell
171,571
-13,090
-7% -$184K 0.99% 39
2018
Q1 		$2.48M Hold
184,661
– – 1.03% 34
2017
Q4 		$2.75M Buy
184,661
+13,090
+8% +$199K 1.04% 32
2017
Q3 		$2.67M Buy
171,571
+10,592
+7% +$170K 1.23% 28
2017
Q2 		$2.74M Hold
160,979
– – 1.38% 25
2017
Q1 		$2.45M Hold
160,979
– – 1.11% 33
2016
Q4 		$2.42M Hold
160,979
– – 1.22% 32
2016
Q3 		$1.92M Hold
160,979
– – 0.93% 39
2016
Q2 		$1.81M Hold
160,979
– – 0.87% 41
2016
Q1 		$1.6M Hold
160,979
– – 0.83% 45
2015
Q4 		$1.63M Hold
160,979
– – 0.88% 44
2015
Q3 		$1.5M Hold
160,979
– – 0.84% 43
2015
Q2 		$1.58M Buy
160,979
+3,170
+2% +$31.7K 0.88% 45
2015
Q1 		$1.59M Buy
157,809
+45,475
+40% +$440K 0.81% 48
2014
Q4 		$1.07M Buy
112,334
+6,641
+6% +$64K 0.57% 61
2014
Q3 		$1M Buy
105,693
+30,797
+41% +$307K 0.61% 60
2014
Q2 		$751K Buy
74,896
+20,000
+36% +$197K 0.44% 74
2014
Q1 		$537K Buy
54,896
+3,401
+7% +$32.1K 0.34% 80
2013
Q4 		$485K Buy
51,495
+16,211
+46% +$158K 0.33% 81
2013
Q3 		$350K Hold
35,284
– – 0.24% 93
2013
Q2 		$362K Buy
+35,284
New +$380K 0.23% 93

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RMR Advisors's UMH Position: Q4 2020 in Review

RMR Advisors sold out of UMH Properties (UMH) in Q4 2020, closing a stake of 195,796 shares — an estimated $2.65M sold.

RMR Advisors first reported a position in UMH in Q2 2013 and held it in 30 quarters. The position peaked at $3.08M in Q4 2019. 131 funds tracked by Wall St. Rank hold UMH as of Q4 2020.

  • RMR Advisors reported no remaining UMH Properties position as of Q4 2020 after selling out during the quarter.
  • RMR Advisors sold 195,796 UMH Properties shares in Q4 2020, an estimated $2.65M.
  • RMR Advisors first reported a position in UMH Properties in Q2 2013 and held it in 30 quarters.
  • RMR Advisors's UMH Properties position peaked at $3.08M in Q4 2019.
  • 131 funds tracked by Wall St. Rank held UMH Properties as of Q4 2020.

Based on RMR Advisors's 13F filing for Q4 2020.