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Breakwater Investment Management’s UMH Properties UMH Stock Holding History

Breakwater Investment Management’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
Q4 		– Sell
-32
Closed -$476 – 614
2025
Q3 		$476 Buy
+32
New +$512 ﹤0.01% 469

Other funds holding UMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Breakwater Investment Management's UMH Position: Q4 2025 in Review

Breakwater Investment Management sold out of UMH Properties (UMH) in Q4 2025, closing a stake of 32 shares — an estimated $476 sold.

Breakwater Investment Management first reported a position in UMH in Q3 2025 and held it in 1 quarter. The position peaked at $476 in Q3 2025. 255 funds tracked by Wall St. Rank hold UMH as of Q4 2025.

  • Breakwater Investment Management reported no remaining UMH Properties position as of Q4 2025 after selling out during the quarter.
  • Breakwater Investment Management sold 32 UMH Properties shares in Q4 2025, an estimated $476.
  • Breakwater Investment Management first reported a position in UMH Properties in Q3 2025 and held it in 1 quarter.
  • Breakwater Investment Management's UMH Properties position peaked at $476 in Q3 2025.
  • 255 funds tracked by Wall St. Rank held UMH Properties as of Q4 2025.

Based on Breakwater Investment Management's 13F filing for Q4 2025, filed 2 Feb 2026.