ARC
UMH

Advisor Resource Council’s UMH Properties UMH Stock Holding History

Advisor Resource Council’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
2025
Q2 		– Sell
-32,164
Closed -$578K – 558
2025
Q1 		$578K Buy
+32,164
New +$586K 0.05% 341

Other funds holding UMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Advisor Resource Council's UMH Position: Q2 2025 in Review

Advisor Resource Council sold out of UMH Properties (UMH) in Q2 2025, closing a stake of 32,164 shares — an estimated $578K sold.

Advisor Resource Council first reported a position in UMH in Q1 2025 and held it in 1 quarter. The position peaked at $578K in Q1 2025. 234 funds tracked by Wall St. Rank hold UMH as of Q2 2025.

  • Advisor Resource Council reported no remaining UMH Properties position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 32,164 UMH Properties shares in Q2 2025, an estimated $578K.
  • Advisor Resource Council first reported a position in UMH Properties in Q1 2025 and held it in 1 quarter.
  • Advisor Resource Council's UMH Properties position peaked at $578K in Q1 2025.
  • 234 funds tracked by Wall St. Rank held UMH Properties as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.