Cary Street Partners Investment Advisory LLC Umh Properties, Inc. Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	SELL	$13.9 - $18.87 $2,085 - $2,830	-150 Reduced 26.69%	412 $6,000
Q4 2022 Feb 14, 2023	BUY	$15.2 - $18.29 $8,542 - $10,278	562 New	562 $9,000

Others Institutions Holding UMH

# of Institutions

226

Shares Held

55.5M

Call Options Held

14.6K

Put Options Held

13.4K

Vanguard Group Inc Valley Forge, PA

6.71M
Shares

$121 Million
0.0% of portfolio
Black Rock Inc. New York, NY

5.24M
Shares

$94.2 Million
0.0% of portfolio
T. Rowe Price Investment Management, Inc. Baltimore, MD

5.19M
Shares

$93.4 Million
0.06% of portfolio
Copeland Capital Management, LLC

2.83M
Shares

$50.9 Million
1.02% of portfolio
State Street Corp Boston, MA

2.8M
Shares

$50.4 Million
0.0% of portfolio

View Full List

About UMH PROPERTIES, INC.

Ticker UMH
Exchange NYSE
Sector Real Estate
Industry REIT—Residential
Shares Outstandng 55,064,800
Market Cap $991M
Description
UMH Properties, Inc., which was organized in 1968, is a public equity REIT that owns and operates 124 manufactured home communities containing approximately 23,400 developed homesites. These communities are located in New Jersey, New York, Ohio, Pennsylvania, Tennessee, Indiana, Michigan and Maryland. In addition, the Company owns a portfolio of...

More about UMH

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