CF
UMH

Corebridge Financial’s UMH Properties UMH Stock Holding History

Corebridge Financial’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
Q2 		– Sell
-35,420
Closed -$662K – 2648
2025
Q1 		$662K Sell
35,420
-526
-1% -$9.58K ﹤0.01% 1442
2024
Q4 		$679K Buy
35,946
+1,286
+4% +$24.5K ﹤0.01% 1518
2024
Q3 		$682K Buy
34,660
+305
+0.9% +$5.67K ﹤0.01% 1564
2024
Q2 		$549K Buy
+34,355
New +$535K ﹤0.01% 1648

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

Corebridge Financial's UMH Position: Q2 2025 in Review

Corebridge Financial sold out of UMH Properties (UMH) in Q2 2025, closing a stake of 35,420 shares — an estimated $662K sold.

Corebridge Financial first reported a position in UMH in Q2 2024 and held it in 4 quarters. The position peaked at $682K in Q3 2024. 234 funds tracked by Wall St. Rank hold UMH as of Q2 2025.

  • Corebridge Financial reported no remaining UMH Properties position as of Q2 2025 after selling out during the quarter.
  • Corebridge Financial sold 35,420 UMH Properties shares in Q2 2025, an estimated $662K.
  • Corebridge Financial first reported a position in UMH Properties in Q2 2024 and held it in 4 quarters.
  • Corebridge Financial's UMH Properties position peaked at $682K in Q3 2024.
  • 234 funds tracked by Wall St. Rank held UMH Properties as of Q2 2025.

Based on Corebridge Financial's 13F filing for Q2 2025, filed 12 Aug 2025.