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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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Clear Creek Financial Management's UMH Position: Q4 2025 in Review

Clear Creek Financial Management sold out of UMH Properties (UMH) in Q4 2025, closing a stake of 35,936 shares — an estimated $534K sold.

Clear Creek Financial Management first reported a position in UMH in Q2 2023 and held it in 10 quarters. The position peaked at $893K in Q3 2024. 255 funds tracked by Wall St. Rank hold UMH as of Q4 2025.

  • Clear Creek Financial Management reported no remaining UMH Properties position as of Q4 2025 after selling out during the quarter.
  • Clear Creek Financial Management sold 35,936 UMH Properties shares in Q4 2025, an estimated $534K.
  • Clear Creek Financial Management first reported a position in UMH Properties in Q2 2023 and held it in 10 quarters.
  • Clear Creek Financial Management's UMH Properties position peaked at $893K in Q3 2024.
  • 255 funds tracked by Wall St. Rank held UMH Properties as of Q4 2025.

Based on Clear Creek Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.