CCFM
UMH

Clear Creek Financial Management’s UMH Properties UMH Stock Holding History

Clear Creek Financial 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
-35,936
Closed -$534K – 614
2025
Q3 		$534K Sell
35,936
-7,253
-17% -$116K 0.05% 351
2025
Q2 		$725K Buy
43,189
+148
+0.3% +$2.53K 0.07% 283
2025
Q1 		$805K Sell
43,041
-1,474
-3% -$26.8K 0.08% 224
2024
Q4 		$840K Sell
44,515
-864
-2% -$16.5K 0.09% 217
2024
Q3 		$893K Buy
45,379
+4,720
+12% +$87.8K 0.1% 186
2024
Q2 		$650K Buy
40,659
+2,225
+6% +$34.6K 0.08% 214
2024
Q1 		$624K Sell
38,434
-1,189
-3% -$18.2K 0.08% 213
2023
Q4 		$607K Buy
39,623
+15,245
+63% +$220K 0.1% 170
2023
Q3 		$342K Buy
24,378
+6,452
+36% +$99.2K 0.06% 218
2023
Q2 		$286K Buy
+17,926
New +$277K 0.05% 252

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