Walthausen & Co’s UMH Properties UMH Stock Holding History

Walthausen & Co’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
2022 Q3	$1.23M	Sell	75,970 -29,049	-28%	-$546K	1.02%	54
2022 Q2	$1.85M	Sell	105,019 -19,300	-16%	-$401K	0.83%	38
2022 Q1	$3.06M	Sell	124,319 -4,100	-3%	-$98.5K	0.86%	22
2021 Q4	$3.51M	Sell	128,419 -43,490	-25%	-$1.05M	0.92%	15
2021 Q3	$3.94M	Sell	171,909 -56,641	-25%	-$1.32M	1%	10
2021 Q2	$4.99M	Sell	228,550 -107,740	-32%	-$2.3M	1.1%	13
2021 Q1	$6.45M	Buy	336,290 +14,400	+4%	+$243K	1.36%	10
2020 Q4	$4.77M	Sell	321,890 -86,840	-21%	-$1.26M	1.3%	10
2020 Q3	$5.53M	Sell	408,730 -90,380	-18%	-$1.21M	1.15%	32
2020 Q2	$6.45M	Sell	499,110 -64,580	-11%	-$780K	1.31%	18
2020 Q1	$6.12M	Buy	563,690 +127,660	+29%	+$1.85M	1.31%	16
2019 Q4	$6.86M	Buy	436,030 +414,760	+1,950%	+$6.25M	0.9%	55
2019 Q3	$299K	Buy	+21,270	New	+$276K	0.04%	137

Other funds holding UMH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Walthausen & Co's UMH Position: Q3 2022 in Review

Walthausen & Co reduced its UMH Properties (UMH) stake by 28% in Q3 2022, selling an estimated $546K and leaving 75,970 shares worth $1.23M. The position accounts for 1.02% of the portfolio, ranked #54.

Walthausen & Co first reported a position in UMH in Q3 2019 and has held it in 13 quarters since. The position peaked at $6.86M in Q4 2019. 177 funds tracked by Wall St. Rank hold UMH as of Q3 2022.

Walthausen & Co held 75,970 shares of UMH Properties worth $1.23M as of Q3 2022.
Walthausen & Co sold 29,049 UMH Properties shares in Q3 2022, an estimated $546K.
UMH Properties made up 1.02% of Walthausen & Co's portfolio in Q3 2022, its #54 holding.
Walthausen & Co first reported a position in UMH Properties in Q3 2019 and has held it in 13 quarters since.
Walthausen & Co's UMH Properties position peaked at $6.86M in Q4 2019.
177 funds tracked by Wall St. Rank held UMH Properties as of Q3 2022.

Based on Walthausen & Co's 13F filing for Q3 2022, filed 14 Nov 2022.