VRS
UMH

Virginia Retirement Systems’s UMH Properties UMH Stock Holding History

Virginia Retirement Systems’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
2018
Q4 		– Sell
-18,500
Closed -$289K – 1125
2018
Q3 		$289K Sell
18,500
-2,000
-10% -$31.4K ﹤0.01% 993
2018
Q2 		$315K Hold
20,500
– – ﹤0.01% 977
2018
Q1 		$275K Buy
20,500
+4,400
+27% +$57.3K ﹤0.01% 917
2017
Q4 		$240K Buy
16,100
+3,800
+31% +$57.8K ﹤0.01% 925
2017
Q3 		$191K Sell
12,300
-100
-0.8% -$1.6K ﹤0.01% 989
2017
Q2 		$211K Buy
+12,400
New +$204K ﹤0.01% 1005

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MA
Montag & Associates Atlanta, Georgia $2.15B AUM 20.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Virginia Retirement Systems's UMH Position: Q4 2018 in Review

Virginia Retirement Systems sold out of UMH Properties (UMH) in Q4 2018, closing a stake of 18,500 shares — an estimated $289K sold.

Virginia Retirement Systems first reported a position in UMH in Q2 2017 and held it in 6 quarters. The position peaked at $315K in Q2 2018. 130 funds tracked by Wall St. Rank hold UMH as of Q4 2018.

  • Virginia Retirement Systems reported no remaining UMH Properties position as of Q4 2018 after selling out during the quarter.
  • Virginia Retirement Systems sold 18,500 UMH Properties shares in Q4 2018, an estimated $289K.
  • Virginia Retirement Systems first reported a position in UMH Properties in Q2 2017 and held it in 6 quarters.
  • Virginia Retirement Systems's UMH Properties position peaked at $315K in Q2 2018.
  • 130 funds tracked by Wall St. Rank held UMH Properties as of Q4 2018.

Based on Virginia Retirement Systems's 13F filing for Q4 2018, filed 7 Feb 2019.