Amundi

Amundi’s UMH Properties UMH Stock Holding History

Amundi’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	$874K	Buy	60,547 +18,960	+46%	+$293K	﹤0.01%	1331
2025 Q4	$662K	Buy	41,587 +69	+0.2%	+$1.04K	﹤0.01%	1376
2025 Q3	$590K	Buy	41,518 +5,025	+14%	+$80.4K	﹤0.01%	1281
2025 Q2	$626K	Sell	36,493 -4,927	-12%	-$84.3K	﹤0.01%	1318
2025 Q1	$778K	Buy	41,420 +5,590	+16%	+$102K	﹤0.01%	1390
2024 Q4	$654K	Sell	35,830 -346	-1%	-$6.6K	﹤0.01%	1504
2024 Q3	$674K	Buy	+36,176	New	+$673K	﹤0.01%	1369

Other funds holding UMH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return