C
UMH

Covestor’s UMH Properties UMH Stock Holding History

Covestor’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
2026
Q1 		$0 Sell
5
-60
-92% -$929 ﹤0.01% 2817
2025
Q4 		$1K Hold
65
– – ﹤0.01% 2182
2025
Q3 		$1K Buy
65
+5
+8% +$80 ﹤0.01% 2194
2025
Q2 		$1K Buy
60
+54
+900% +$924 ﹤0.01% 2110
2025
Q1 		$0 Hold
6
– – ﹤0.01% 2762
2024
Q4 		$0 Buy
6
+1
+20% +$19 ﹤0.01% 2775
2024
Q3 		$0 Sell
5
-1
-17% -$19 ﹤0.01% 2804
2024
Q2 		$0 Hold
6
– – ﹤0.01% 2792
2024
Q1 		$0 Hold
6
– – ﹤0.01% 2786
2023
Q4 		$0 Sell
6
-1
-14% -$14 ﹤0.01% 2773
2023
Q3 		$0 Sell
7
-1
-13% -$15 ﹤0.01% 2769
2023
Q2 		$0 Sell
8
-3
-27% -$46 ﹤0.01% 2703
2023
Q1 		$0 Sell
11
-1
-8% -$16 ﹤0.01% 2634
2022
Q4 		$0 Buy
12
+4
+50% +$67 ﹤0.01% 2651
2022
Q3 		$0 Sell
8
-2
-20% -$38 ﹤0.01% 2648
2022
Q2 		$0 Sell
10
-27
-73% -$561 ﹤0.01% 2407
2022
Q1 		$1K Buy
37
+21
+131% +$504 ﹤0.01% 1973
2021
Q4 		$0 Buy
+16
New +$386 ﹤0.01% 2375

Other funds holding UMH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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