Scout Investments’s UMH Properties UMH Stock Holding History

Scout Investments’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
2024 Q3	$3.69M	Sell	196,646 -31,811	-14%	-$592K	0.1%	184
2024 Q2	$3.65M	Sell	228,457 -21,877	-9%	-$341K	0.1%	189
2024 Q1	$3.99M	Sell	250,334 -15,922	-6%	-$244K	0.1%	190
2023 Q4	$4.08M	Sell	266,256 -4,178	-2%	-$60.2K	0.1%	197
2023 Q3	$3.72M	Sell	270,434 -7,856	-3%	-$121K	0.09%	200
2023 Q2	$4.51M	Sell	278,290 -8,222	-3%	-$127K	0.09%	199
2023 Q1	$4.24M	Sell	286,512 -3,262	-1%	-$53.6K	0.09%	193
2022 Q4	$4.67M	Sell	289,774 -4,816	-2%	-$81K	0.1%	189
2022 Q3	$4.76M	Sell	294,590 -8,343	-3%	-$157K	0.1%	194
2022 Q2	$5.35M	Buy	302,933 +9,093	+3%	+$189K	0.11%	186
2022 Q1	$7.23M	Buy	293,840 +539	+0.2%	+$12.9K	0.12%	186
2021 Q4	$8.02M	Buy	+293,301	New	+$7.07M	0.12%	210

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Scout Investments's UMH Position: Q3 2024 in Review

Scout Investments reduced its UMH Properties (UMH) stake by 14% in Q3 2024, selling an estimated $592K and leaving 196,646 shares worth $3.69M. The position accounts for 0.1% of the portfolio, ranked #184.

Scout Investments first reported a position in UMH in Q4 2021 and has held it in 12 quarters since. The position peaked at $8.02M in Q4 2021. 222 funds tracked by Wall St. Rank hold UMH as of Q3 2024.

Scout Investments held 196,646 shares of UMH Properties worth $3.69M as of Q3 2024.
Scout Investments sold 31,811 UMH Properties shares in Q3 2024, an estimated $592K.
UMH Properties made up 0.1% of Scout Investments's portfolio in Q3 2024, its #184 holding.
Scout Investments first reported a position in UMH Properties in Q4 2021 and has held it in 12 quarters since.
Scout Investments's UMH Properties position peaked at $8.02M in Q4 2021.
222 funds tracked by Wall St. Rank held UMH Properties as of Q3 2024.

Based on Scout Investments's 13F filing for Q3 2024, filed 12 Nov 2024.