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UMH

Centiva Capital’s UMH Properties UMH Stock Holding History

Centiva Capital’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
-37,479
Closed -$557K – 1716
2025
Q3 		$557K Buy
37,479
+19,186
+105% +$307K 0.05% 615
2025
Q2 		$307K Sell
18,293
-275
-1% -$4.71K 0.02% 1182
2025
Q1 		$347K Sell
18,568
-20,424
-52% -$372K 0.02% 1008
2024
Q4 		$736K Buy
38,992
+7,564
+24% +$144K 0.03% 632
2024
Q3 		$618K Buy
31,428
+1,195
+4% +$22.2K 0.03% 1107
2024
Q2 		$483K Sell
30,233
-3,223
-10% -$50.2K 0.02% 1170
2024
Q1 		$543K Buy
+33,456
New +$512K 0.03% 955

Other funds holding UMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return