BA
UMH

Bellwether Advisors’s UMH Properties UMH Stock Holding History

Bellwether Advisors’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
-128
Closed -$2.15K – 536
2025
Q2 		$2.15K Hold
128
– – ﹤0.01% 491
2025
Q1 		$2.39K Hold
128
– – ﹤0.01% 423
2024
Q4 		$2.42K Buy
+128
New +$2.44K ﹤0.01% 434
2023
Q2 		– Sell
-21
Closed -$310 – 423
2023
Q1 		$310 Buy
+21
New +$345 ﹤0.01% 407

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

Bellwether Advisors's UMH Position: Q3 2025 in Review

Bellwether Advisors sold out of UMH Properties (UMH) in Q3 2025, closing a stake of 128 shares — an estimated $2.15K sold.

Bellwether Advisors first reported a position in UMH in Q1 2023 and held it in 4 quarters. The position peaked at $2.42K in Q4 2024. 264 funds tracked by Wall St. Rank hold UMH as of Q3 2025.

  • Bellwether Advisors reported no remaining UMH Properties position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 128 UMH Properties shares in Q3 2025, an estimated $2.15K.
  • Bellwether Advisors first reported a position in UMH Properties in Q1 2023 and held it in 4 quarters.
  • Bellwether Advisors's UMH Properties position peaked at $2.42K in Q4 2024.
  • 264 funds tracked by Wall St. Rank held UMH Properties as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.