B
UMH

Bailard’s UMH Properties UMH Stock Holding History

Bailard’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
Q3 		– Sell
-44,700
Closed -$751K – 880
2025
Q2 		$751K Buy
44,700
+27,700
+163% +$474K 0.02% 381
2025
Q1 		$318K Buy
17,000
+1,700
+11% +$30.9K 0.01% 555
2024
Q4 		$289K Sell
15,300
-3,600
-19% -$68.7K 0.01% 583
2024
Q3 		$372K Buy
18,900
+5,400
+40% +$100K 0.01% 518
2024
Q2 		$216K Sell
13,500
-9,200
-41% -$143K 0.01% 654
2024
Q1 		$369K Buy
+22,700
New +$347K 0.01% 530
2023
Q3 		– Sell
-12,500
Closed -$200K – 774
2023
Q2 		$200K Hold
12,500
– – 0.01% 646
2023
Q1 		$185K Buy
+12,500
New +$205K 0.01% 664
2022
Q3 		– Sell
-11,200
Closed -$198K – 766
2022
Q2 		$198K Sell
11,200
-5,300
-32% -$110K 0.01% 616
2022
Q1 		$406K Buy
+16,500
New +$396K 0.01% 444

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
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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Bailard's UMH Position: Q3 2025 in Review

Bailard sold out of UMH Properties (UMH) in Q3 2025, closing a stake of 44,700 shares — an estimated $751K sold.

Bailard first reported a position in UMH in Q1 2022 and held it in 10 quarters. The position peaked at $751K in Q2 2025. 264 funds tracked by Wall St. Rank hold UMH as of Q3 2025.

  • Bailard reported no remaining UMH Properties position as of Q3 2025 after selling out during the quarter.
  • Bailard sold 44,700 UMH Properties shares in Q3 2025, an estimated $751K.
  • Bailard first reported a position in UMH Properties in Q1 2022 and held it in 10 quarters.
  • Bailard's UMH Properties position peaked at $751K in Q2 2025.
  • 264 funds tracked by Wall St. Rank held UMH Properties as of Q3 2025.

Based on Bailard's 13F filing for Q3 2025, filed 30 Oct 2025.