Ziegler Capital Management’s UMH Properties UMH Stock Holding History

Ziegler 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
2022 Q3	–	Sell	-66,615	Closed	-$1.18M	–	408
2022 Q2	$1.18M	Buy	66,615 +1,937	+3%	+$40.3K	0.05%	278
2022 Q1	$1.59M	Sell	64,678 -7,100	-10%	-$171K	0.07%	232
2021 Q4	$1.96M	Sell	71,778 -7,165	-9%	-$173K	0.07%	225
2021 Q3	$1.81M	Buy	78,943 +371	+0.5%	+$8.66K	0.07%	250
2021 Q2	$1.71M	Buy	78,572 +971	+1%	+$20.7K	0.06%	267
2021 Q1	$1.49M	Sell	77,601 -2,033	-3%	-$34.2K	0.05%	284
2020 Q4	$1.18M	Sell	79,634 -9,284	-10%	-$135K	0.04%	298
2020 Q3	$1.2M	Buy	88,918 +14,348	+19%	+$191K	0.05%	274
2020 Q2	$964K	Buy	+74,570	New	+$901K	0.03%	316

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

Ziegler Capital Management's UMH Position: Q3 2022 in Review

Ziegler Capital Management sold out of UMH Properties (UMH) in Q3 2022, closing a stake of 66,615 shares — an estimated $1.18M sold.

Ziegler Capital Management first reported a position in UMH in Q2 2020 and held it in 9 quarters. The position peaked at $1.96M in Q4 2021. 177 funds tracked by Wall St. Rank hold UMH as of Q3 2022.

Ziegler Capital Management reported no remaining UMH Properties position as of Q3 2022 after selling out during the quarter.
Ziegler Capital Management sold 66,615 UMH Properties shares in Q3 2022, an estimated $1.18M.
Ziegler Capital Management first reported a position in UMH Properties in Q2 2020 and held it in 9 quarters.
Ziegler Capital Management's UMH Properties position peaked at $1.96M in Q4 2021.
177 funds tracked by Wall St. Rank held UMH Properties as of Q3 2022.

Based on Ziegler Capital Management's 13F filing for Q3 2022, filed 25 Oct 2022.