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UMH Properties shares owned by Diversified Trust Company

Quarter-by-quarter ownership of UMH Properties (UMH) shares owned by Diversified Trust Company from 13F filings

Historical chart of Diversified Trust Company investment in UMH Properties

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All positions including UMH Properties held by Diversified Trust Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UMH Properties by Diversified Trust Company

Quarter filed Position value Share count Share price at filing
2024-03-31 $230k 14k 16.24
2023-12-31 $209k 14k 15.32

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View all positions for Diversified Trust Company

Top funds holding UMH Properties

Vanguard Group
Copeland Capital Management
William Blair Investment Management
Private Management Group
Jennison Associates
Bank of America Corporation
Dimensional Fund Advisors
Raymond James & Associates
Charles Schwab Investment Management
D.A. Davidson & Co.
Balyasny Asset Management
State of New Jersey Common Pension Fund D
Jpmorgan Chase & Co
Sei Investments
State of Wisconsin Investment Board

View all funds holding UMH Properties