BI
UMH

Binnacle Investments’s UMH Properties UMH Stock Holding History

Binnacle Investments’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 		$18K Sell
1,209
-41
-3% -$656 0.01% 301
2025
Q2 		$21K Buy
1,250
+267
+27% +$4.57K 0.01% 230
2025
Q1 		$18.4K Buy
+983
New +$17.9K 0.01% 218

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

Binnacle Investments's UMH Position: Q3 2025 in Review

Binnacle Investments reduced its UMH Properties (UMH) stake by 3.3% in Q3 2025, selling an estimated $656 and leaving 1,209 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #301.

Binnacle Investments first reported a position in UMH in Q1 2025 and has held it in 3 quarters since. The position peaked at $21K in Q2 2025. 264 funds tracked by Wall St. Rank hold UMH as of Q3 2025.

  • Binnacle Investments held 1,209 shares of UMH Properties worth $18K as of Q3 2025.
  • Binnacle Investments sold 41 UMH Properties shares in Q3 2025, an estimated $656.
  • UMH Properties made up 0.01% of Binnacle Investments's portfolio in Q3 2025, its #301 holding.
  • Binnacle Investments first reported a position in UMH Properties in Q1 2025 and has held it in 3 quarters since.
  • Binnacle Investments's UMH Properties position peaked at $21K in Q2 2025.
  • 264 funds tracked by Wall St. Rank held UMH Properties as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.