CCIA
UMH

Cherry Creek Investment Advisors’s UMH Properties UMH Stock Holding History

Cherry Creek Investment Advisors’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
Q3 		– Sell
-37,282
Closed -$626K – 123
2025
Q2 		$626K Buy
37,282
+1,199
+3% +$20.5K 0.29% 54
2025
Q1 		$675K Buy
+36,083
New +$657K 0.35% 50

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
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
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Cherry Creek Investment Advisors's UMH Position: Q3 2025 in Review

Cherry Creek Investment Advisors sold out of UMH Properties (UMH) in Q3 2025, closing a stake of 37,282 shares — an estimated $626K sold.

Cherry Creek Investment Advisors first reported a position in UMH in Q1 2025 and held it in 2 quarters. The position peaked at $675K in Q1 2025. 264 funds tracked by Wall St. Rank hold UMH as of Q3 2025.

  • Cherry Creek Investment Advisors reported no remaining UMH Properties position as of Q3 2025 after selling out during the quarter.
  • Cherry Creek Investment Advisors sold 37,282 UMH Properties shares in Q3 2025, an estimated $626K.
  • Cherry Creek Investment Advisors first reported a position in UMH Properties in Q1 2025 and held it in 2 quarters.
  • Cherry Creek Investment Advisors's UMH Properties position peaked at $675K in Q1 2025.
  • 264 funds tracked by Wall St. Rank held UMH Properties as of Q3 2025.

Based on Cherry Creek Investment Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.