CIAS
UMH

CBIZ Investment Advisory Services’s UMH Properties UMH Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-842
Closed -$13.4K – 718
2025
Q4 		$13.4K Sell
842
-265
-24% -$3.98K ﹤0.01% 330
2025
Q3 		$16.4K Sell
1,107
-583
-34% -$9.33K ﹤0.01% 274
2025
Q2 		$28.4K Buy
1,690
+11
+0.7% +$188 ﹤0.01% 204
2025
Q1 		$31.4K Sell
1,679
-27
-2% -$492 ﹤0.01% 161
2024
Q4 		$32.2K Buy
1,706
+476
+39% +$9.08K ﹤0.01% 146
2024
Q3 		$24.2K Buy
1,230
+81
+7% +$1.51K ﹤0.01% 160
2024
Q2 		$18.4K Buy
1,149
+123
+12% +$1.92K ﹤0.01% 178
2024
Q1 		$16.7K Buy
+1,026
New +$15.7K ﹤0.01% 205

Other funds holding UMH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

CBIZ Investment Advisory Services's UMH Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of UMH Properties (UMH) in Q1 2026, closing a stake of 842 shares — an estimated $13.4K sold.

CBIZ Investment Advisory Services first reported a position in UMH in Q1 2024 and held it in 8 quarters. The position peaked at $32.2K in Q4 2024. 269 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining UMH Properties position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 842 UMH Properties shares in Q1 2026, an estimated $13.4K.
  • CBIZ Investment Advisory Services first reported a position in UMH Properties in Q1 2024 and held it in 8 quarters.
  • CBIZ Investment Advisory Services's UMH Properties position peaked at $32.2K in Q4 2024.
  • 269 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.