AB
UMH

Amalgamated Bank’s UMH Properties UMH Stock Holding History

Amalgamated Bank’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
2026
Q1 		– Sell
-2,524
Closed -$40K – 2754
2025
Q4 		$40K Buy
2,524
+20
+0.8% +$300 ﹤0.01% 1887
2025
Q3 		$37K Hold
2,504
– – ﹤0.01% 1932
2025
Q2 		$42K Hold
2,504
– – ﹤0.01% 1872
2025
Q1 		$47K Buy
2,504
+461
+23% +$8.39K ﹤0.01% 1805
2024
Q4 		$39K Hold
2,043
– – ﹤0.01% 1898
2024
Q3 		$40K Hold
2,043
– – ﹤0.01% 1911
2024
Q2 		$33K Hold
2,043
– – ﹤0.01% 1962
2024
Q1 		$33K Sell
2,043
-3,460
-63% -$53K ﹤0.01% 1981
2023
Q4 		$84K Sell
5,503
-187
-3% -$2.69K ﹤0.01% 2060
2023
Q3 		$80K Hold
5,690
– – ﹤0.01% 2078
2023
Q2 		$91K Sell
5,690
-1,186
-17% -$18.4K ﹤0.01% 2095
2023
Q1 		$102K Sell
6,876
-774
-10% -$12.7K ﹤0.01% 2050
2022
Q4 		$123K Hold
7,650
– – ﹤0.01% 2053
2022
Q3 		$124K Buy
7,650
+104
+1% +$1.95K ﹤0.01% 2057
2022
Q2 		$133K Buy
7,546
+893
+13% +$18.6K ﹤0.01% 2055
2022
Q1 		$164K Buy
+6,653
New +$160K ﹤0.01% 2019

Other funds holding UMH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return