BTI
UMH

Blue Trust Inc’s UMH Properties UMH Stock Holding History

Blue Trust Inc’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 		$317 Hold
22
– – ﹤0.01% 2385
2025
Q4 		$350 Hold
22
– – ﹤0.01% 2441
2025
Q3 		$327 Hold
22
– – ﹤0.01% 2473
2025
Q2 		$369 Hold
22
– – ﹤0.01% 2346
2025
Q1 		$411 Buy
+22
New +$401 ﹤0.01% 2376
2023
Q2 		– Sell
-22
Closed – – 2534
2023
Q1 		$0 Hold
22
– – ﹤0.01% 2647
2022
Q4 		$0 Hold
22
– – ﹤0.01% 2486
2022
Q3 		$0 Hold
22
– – ﹤0.01% 2333
2022
Q2 		$1K Buy
+22
New +$457 ﹤0.01% 1840

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