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UMH Properties shares owned by CWM Advisors

Quarter-by-quarter ownership of UMH Properties (UMH) shares owned by CWM Advisors from 13F filings

Historical chart of CWM Advisors investment in UMH Properties

Tip: Access up to 7 years of quarterly data

All positions including UMH Properties held by CWM Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UMH Properties by CWM Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $361k 22k 16.24
2023-12-31 $384k 25k 15.32
2023-09-30 $309k 22k 14.02
2020-03-31 $12k 1.1k 11.03
2017-12-31 $7.0k 464 15.09

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View all positions for CWM Advisors

Top funds holding UMH Properties

Vanguard Group
BlackRock
T. Rowe Price Investment Management
American Century Companies
FMR
Copeland Capital Management
William Blair Investment Management
Geode Capital Management
Private Management Group
Jennison Associates
Bank of America Corporation
Dimensional Fund Advisors
Nuveen Asset Management
Northern Trust
Morgan Stanley

View all funds holding UMH Properties