Westfield Capital Management
UMH

Westfield Capital Management’s UMH Properties UMH Stock Holding History

Westfield Capital Management’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
Q1 		– Sell
-1,239,075
Closed -$19.9M – 255
2022
Q4 		$19.9M Sell
1,239,075
-95,823
-7% -$1.61M 0.15% 159
2022
Q3 		$21.6M Sell
1,334,898
-84,241
-6% -$1.58M 0.17% 163
2022
Q2 		$25.1M Buy
1,419,139
+1,221,199
+617% +$25.4M 0.2% 156
2022
Q1 		$4.87M Buy
+197,940
New +$4.75M 0.03% 205

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Westfield Capital Management's UMH Position: Q1 2023 in Review

Westfield Capital Management sold out of UMH Properties (UMH) in Q1 2023, closing a stake of 1,239,075 shares — an estimated $19.9M sold.

Westfield Capital Management first reported a position in UMH in Q1 2022 and held it in 4 quarters. The position peaked at $25.1M in Q2 2022. 186 funds tracked by Wall St. Rank hold UMH as of Q1 2023.

  • Westfield Capital Management reported no remaining UMH Properties position as of Q1 2023 after selling out during the quarter.
  • Westfield Capital Management sold 1,239,075 UMH Properties shares in Q1 2023, an estimated $19.9M.
  • Westfield Capital Management first reported a position in UMH Properties in Q1 2022 and held it in 4 quarters.
  • Westfield Capital Management's UMH Properties position peaked at $25.1M in Q2 2022.
  • 186 funds tracked by Wall St. Rank held UMH Properties as of Q1 2023.

Based on Westfield Capital Management's 13F filing for Q1 2023, filed 12 May 2023.