SOAMC
UMH

Spirit of America Management Corp’s UMH Properties UMH Stock Holding History

Spirit of America Management Corp’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
2023
Q2 		– Sell
-10,500
Closed -$155K – 241
2023
Q1 		$155K Hold
10,500
– – 0.03% 194
2022
Q4 		$169K Hold
10,500
– – 0.04% 186
2022
Q3 		$170K Hold
10,500
– – 0.04% 196
2022
Q2 		$185K Hold
10,500
– – 0.04% 196
2022
Q1 		$258K Hold
10,500
– – 0.05% 191
2021
Q4 		$287K Buy
+10,500
New +$253K 0.06% 186

Other funds holding UMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spirit of America Management Corp's UMH Position: Q2 2023 in Review

Spirit of America Management Corp sold out of UMH Properties (UMH) in Q2 2023, closing a stake of 10,500 shares — an estimated $155K sold.

Spirit of America Management Corp first reported a position in UMH in Q4 2021 and held it in 6 quarters. The position peaked at $287K in Q4 2021. 179 funds tracked by Wall St. Rank hold UMH as of Q2 2023.

  • Spirit of America Management Corp reported no remaining UMH Properties position as of Q2 2023 after selling out during the quarter.
  • Spirit of America Management Corp sold 10,500 UMH Properties shares in Q2 2023, an estimated $155K.
  • Spirit of America Management Corp first reported a position in UMH Properties in Q4 2021 and held it in 6 quarters.
  • Spirit of America Management Corp's UMH Properties position peaked at $287K in Q4 2021.
  • 179 funds tracked by Wall St. Rank held UMH Properties as of Q2 2023.

Based on Spirit of America Management Corp's 13F filing for Q2 2023, filed 24 Jul 2023.