BC
UMH

Brookfield Corp’s UMH Properties UMH Stock Holding History

Brookfield Corp’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
Q1 		– Sell
-666,534
Closed -$12.6M – 113
2024
Q4 		$12.6M Buy
666,534
+446,371
+203% +$8.51M 0.08% 65
2024
Q3 		$4.33M Buy
+220,163
New +$4.1M 0.02% 75

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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brookfield Corp's UMH Position: Q1 2025 in Review

Brookfield Corp sold out of UMH Properties (UMH) in Q1 2025, closing a stake of 666,534 shares — an estimated $12.6M sold.

Brookfield Corp first reported a position in UMH in Q3 2024 and held it in 2 quarters. The position peaked at $12.6M in Q4 2024. 239 funds tracked by Wall St. Rank hold UMH as of Q1 2025.

  • Brookfield Corp reported no remaining UMH Properties position as of Q1 2025 after selling out during the quarter.
  • Brookfield Corp sold 666,534 UMH Properties shares in Q1 2025, an estimated $12.6M.
  • Brookfield Corp first reported a position in UMH Properties in Q3 2024 and held it in 2 quarters.
  • Brookfield Corp's UMH Properties position peaked at $12.6M in Q4 2024.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q1 2025.

Based on Brookfield Corp's 13F filing for Q1 2025, filed 15 May 2025.