CT
UMH

ClearAlpha Technologies’s UMH Properties UMH Stock Holding History

ClearAlpha Technologies’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
Q1 		– Sell
-19,793
Closed -$374K – 112
2024
Q4 		$374K Buy
+19,793
New +$377K 0.26% 36

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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ClearAlpha Technologies's UMH Position: Q1 2025 in Review

ClearAlpha Technologies sold out of UMH Properties (UMH) in Q1 2025, closing a stake of 19,793 shares — an estimated $374K sold.

ClearAlpha Technologies first reported a position in UMH in Q4 2024 and held it in 1 quarter. The position peaked at $374K in Q4 2024. 239 funds tracked by Wall St. Rank hold UMH as of Q1 2025.

  • ClearAlpha Technologies reported no remaining UMH Properties position as of Q1 2025 after selling out during the quarter.
  • ClearAlpha Technologies sold 19,793 UMH Properties shares in Q1 2025, an estimated $374K.
  • ClearAlpha Technologies first reported a position in UMH Properties in Q4 2024 and held it in 1 quarter.
  • ClearAlpha Technologies's UMH Properties position peaked at $374K in Q4 2024.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q1 2025.

Based on ClearAlpha Technologies's 13F filing for Q1 2025, filed 15 May 2025.