CAM
UMH

Costello Asset Management’s UMH Properties UMH Stock Holding History

Costello Asset 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
Q3 		– Sell
-103
Closed -$1.73K – 701
2025
Q2 		$1.73K Hold
103
– – ﹤0.01% 635
2025
Q1 		$1.93K Buy
+103
New +$1.88K ﹤0.01% 619

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
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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Costello Asset Management's UMH Position: Q3 2025 in Review

Costello Asset Management sold out of UMH Properties (UMH) in Q3 2025, closing a stake of 103 shares — an estimated $1.73K sold.

Costello Asset Management first reported a position in UMH in Q1 2025 and held it in 2 quarters. The position peaked at $1.93K in Q1 2025. 264 funds tracked by Wall St. Rank hold UMH as of Q3 2025.

  • Costello Asset Management reported no remaining UMH Properties position as of Q3 2025 after selling out during the quarter.
  • Costello Asset Management sold 103 UMH Properties shares in Q3 2025, an estimated $1.73K.
  • Costello Asset Management first reported a position in UMH Properties in Q1 2025 and held it in 2 quarters.
  • Costello Asset Management's UMH Properties position peaked at $1.93K in Q1 2025.
  • 264 funds tracked by Wall St. Rank held UMH Properties as of Q3 2025.

Based on Costello Asset Management's 13F filing for Q3 2025, filed 6 Nov 2025.