CFGS
UMH

Concourse Financial Group Securities’s UMH Properties UMH Stock Holding History

Concourse Financial Group Securities’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
-1,738
Closed -$31.2K – 1938
2024
Q4 		$31.2K Sell
1,738
-67
-4% -$1.28K ﹤0.01% 1392
2024
Q3 		$35.5K Sell
1,805
-20
-1% -$372 ﹤0.01% 1312
2024
Q2 		$29.2K Buy
1,825
+110
+6% +$1.71K ﹤0.01% 1402
2024
Q1 		$27.9K Buy
1,715
+11
+0.6% +$168 ﹤0.01% 1409
2023
Q4 		$26.1K Sell
1,704
-68
-4% -$980 ﹤0.01% 1398
2023
Q3 		$24.8K Sell
1,772
-248
-12% -$3.81K ﹤0.01% 1373
2023
Q2 		$32.3K Sell
2,020
-217
-10% -$3.36K ﹤0.01% 1255
2023
Q1 		$33.1K Buy
2,237
+384
+21% +$6.31K ﹤0.01% 1265
2022
Q4 		$29.8K Sell
1,853
-137
-7% -$2.31K ﹤0.01% 1293
2022
Q3 		$32K Sell
1,990
-726
-27% -$13.6K ﹤0.01% 1134
2022
Q2 		$48K Sell
2,716
-444
-14% -$9.23K ﹤0.01% 1110
2022
Q1 		$78K Sell
3,160
-221
-7% -$5.31K 0.01% 969
2021
Q4 		$92K Buy
3,381
+50
+2% +$1.21K 0.01% 1039
2021
Q3 		$76K Buy
3,331
+590
+22% +$13.8K ﹤0.01% 1124
2021
Q2 		$60K Buy
2,741
+1,491
+119% +$31.8K ﹤0.01% 1223
2021
Q1 		$24K Buy
+1,250
New +$21.1K ﹤0.01% 1513

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

Concourse Financial Group Securities's UMH Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of UMH Properties (UMH) in Q1 2025, closing a stake of 1,738 shares — an estimated $31.2K sold.

Concourse Financial Group Securities first reported a position in UMH in Q1 2021 and held it in 16 quarters. The position peaked at $92K in Q4 2021. 240 funds tracked by Wall St. Rank hold UMH as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining UMH Properties position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,738 UMH Properties shares in Q1 2025, an estimated $31.2K.
  • Concourse Financial Group Securities first reported a position in UMH Properties in Q1 2021 and held it in 16 quarters.
  • Concourse Financial Group Securities's UMH Properties position peaked at $92K in Q4 2021.
  • 240 funds tracked by Wall St. Rank held UMH Properties as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.