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UBS O'Connor’s UMH Properties UMH Stock Holding History

UBS O'Connor’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
Q4 		– Sell
-84,076
Closed -$1.65M – 578
2024
Q3 		$1.65M Sell
84,076
-47,724
-36% -$888K 0.04% 202
2024
Q2 		$2.11M Buy
+131,800
New +$2.05M 0.06% 186
2022
Q4 		– Sell
-226,207
Closed -$3.65M – 830
2022
Q3 		$3.65M Buy
226,207
+103,787
+85% +$1.95M 0.04% 402
2022
Q2 		$2.16M Buy
122,420
+2,937
+2% +$61K 0.02% 627
2022
Q1 		$2.94M Sell
119,483
-18,689
-14% -$449K 0.03% 435
2021
Q4 		$3.78M Buy
+138,172
New +$3.33M 0.04% 368

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS O'Connor's UMH Position: Q4 2024 in Review

UBS O'Connor sold out of UMH Properties (UMH) in Q4 2024, closing a stake of 84,076 shares — an estimated $1.65M sold.

UBS O'Connor first reported a position in UMH in Q4 2021 and held it in 6 quarters. The position peaked at $3.78M in Q4 2021. 232 funds tracked by Wall St. Rank hold UMH as of Q4 2024.

  • UBS O'Connor reported no remaining UMH Properties position as of Q4 2024 after selling out during the quarter.
  • UBS O'Connor sold 84,076 UMH Properties shares in Q4 2024, an estimated $1.65M.
  • UBS O'Connor first reported a position in UMH Properties in Q4 2021 and held it in 6 quarters.
  • UBS O'Connor's UMH Properties position peaked at $3.78M in Q4 2021.
  • 232 funds tracked by Wall St. Rank held UMH Properties as of Q4 2024.

Based on UBS O'Connor's 13F filing for Q4 2024, filed 14 Feb 2025.