UOC
UMH

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 – 316
2022
Q3 		$3.65M Buy
226,207
+103,787
+85% +$1.95M 0.04% 402
2022
Q2 		$2.16M Buy
+122,420
New +$2.54M 0.02% 627
2022
Q1 		– Sell
-138,172
Closed -$3.78M – 225
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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 5 quarters. The position peaked at $3.78M in Q4 2021. 231 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 5 quarters.
  • UBS O'Connor's UMH Properties position peaked at $3.78M in Q4 2021.
  • 231 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.