Cornercap Investment Counsel’s UMH Properties UMH Stock Holding History

Cornercap Investment Counsel’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	-24,328	Closed	-$459K	–	432
2024 Q4	$459K	Hold	24,328	–	–	0.15%	237
2024 Q3	$479K	Sell	24,328 -23,718	-49%	-$441K	0.14%	270
2024 Q2	$768K	Buy	48,046 +1,124	+2%	+$17.5K	0.13%	298
2024 Q1	$762K	Buy	+46,922	New	+$718K	0.12%	319
2019 Q3	–	Sell	-65,240	Closed	-$810K	–	460
2019 Q2	$810K	Sell	65,240 -590	-0.9%	-$7.95K	0.11%	345
2019 Q1	$927K	Buy	65,830 +425	+0.6%	+$5.7K	0.13%	299
2018 Q4	$774K	Sell	65,405 -5,805	-8%	-$78.6K	0.12%	309
2018 Q3	$1.11M	Buy	+71,210	New	+$1.12M	0.15%	208

Other funds holding UMH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornercap Investment Counsel's UMH Position: Q1 2025 in Review

Cornercap Investment Counsel sold out of UMH Properties (UMH) in Q1 2025, closing a stake of 24,328 shares — an estimated $459K sold.

Cornercap Investment Counsel first reported a position in UMH in Q3 2018 and held it in 8 quarters. The position peaked at $1.11M in Q3 2018. 239 funds tracked by Wall St. Rank hold UMH as of Q1 2025.

Cornercap Investment Counsel reported no remaining UMH Properties position as of Q1 2025 after selling out during the quarter.
Cornercap Investment Counsel sold 24,328 UMH Properties shares in Q1 2025, an estimated $459K.
Cornercap Investment Counsel first reported a position in UMH Properties in Q3 2018 and held it in 8 quarters.
Cornercap Investment Counsel's UMH Properties position peaked at $1.11M in Q3 2018.
239 funds tracked by Wall St. Rank held UMH Properties as of Q1 2025.

Based on Cornercap Investment Counsel's 13F filing for Q1 2025, filed 2 May 2025.