VIA
UMH

Vident Investment Advisory’s UMH Properties UMH Stock Holding History

Vident Investment Advisory’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
Q3 		– Sell
-10,764
Closed -$172K – 1004
2023
Q2 		$172K Buy
+10,764
New +$167K 0.01% 1080
2023
Q1 		– Sell
-16,345
Closed -$263K – 1306
2022
Q4 		$263K Buy
16,345
+202
+1% +$3.4K 0.01% 921
2022
Q3 		$261K Sell
16,143
-1,068
-6% -$20.1K 0.01% 931
2022
Q2 		$304K Sell
17,211
-210
-1% -$4.37K 0.01% 1009
2022
Q1 		$428K Buy
17,421
+299
+2% +$7.18K 0.01% 979
2021
Q4 		$468K Buy
17,122
+206
+1% +$4.96K 0.01% 948
2021
Q3 		$387K Buy
+16,916
New +$395K 0.01% 945

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
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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vident Investment Advisory's UMH Position: Q3 2023 in Review

Vident Investment Advisory sold out of UMH Properties (UMH) in Q3 2023, closing a stake of 10,764 shares — an estimated $172K sold.

Vident Investment Advisory first reported a position in UMH in Q3 2021 and held it in 7 quarters. The position peaked at $468K in Q4 2021. 188 funds tracked by Wall St. Rank hold UMH as of Q3 2023.

  • Vident Investment Advisory reported no remaining UMH Properties position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 10,764 UMH Properties shares in Q3 2023, an estimated $172K.
  • Vident Investment Advisory first reported a position in UMH Properties in Q3 2021 and held it in 7 quarters.
  • Vident Investment Advisory's UMH Properties position peaked at $468K in Q4 2021.
  • 188 funds tracked by Wall St. Rank held UMH Properties as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.