Crestwood Advisors Group’s UMH Properties UMH Stock Holding History

Crestwood Advisors Group’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 Q4	–	Sell	-13,872	Closed	-$206K	–	710
2025 Q3	$206K	Buy	13,872 +36	+0.3%	+$576	﹤0.01%	549
2025 Q2	$232K	Buy	13,836 +240	+2%	+$4.11K	﹤0.01%	490
2025 Q1	$254K	Hold	13,596	–	–	﹤0.01%	453
2024 Q4	$257K	Hold	13,596	–	–	﹤0.01%	409
2024 Q3	$267K	Hold	13,596	–	–	0.01%	386
2024 Q2	$217K	Hold	13,596	–	–	﹤0.01%	405
2024 Q1	$221K	Hold	13,596	–	–	﹤0.01%	396
2023 Q4	$208K	Hold	13,596	–	–	﹤0.01%	384
2023 Q3	$191K	Sell	13,596 -295	-2%	-$4.54K	0.01%	351
2023 Q2	$222K	Buy	13,891 +295	+2%	+$4.57K	0.01%	238
2023 Q1	$201K	Hold	13,596	–	–	0.01%	249
2022 Q4	$219K	Hold	13,596	–	–	0.01%	246
2022 Q3	$220K	Sell	13,596 -1,442	-10%	-$27.1K	0.01%	245
2022 Q2	$266K	Hold	15,038	–	–	0.01%	231
2022 Q1	$370K	Hold	15,038	–	–	0.01%	227
2021 Q4	$411K	Hold	15,038	–	–	0.01%	221
2021 Q3	$344K	Buy	15,038 +1,142	+8%	+$26.6K	0.01%	220
2021 Q2	$303K	Hold	13,896	–	–	0.01%	230
2021 Q1	$266K	Hold	13,896	–	–	0.01%	230
2020 Q4	$206K	Hold	13,896	–	–	0.01%	255
2020 Q3	$188K	Hold	13,896	–	–	0.01%	229
2020 Q2	$180K	Hold	13,896	–	–	0.01%	226
2020 Q1	$151K	Hold	13,896	–	–	0.01%	214
2019 Q4	$219K	Hold	13,896	–	–	0.01%	241
2019 Q3	$196K	Hold	13,896	–	–	0.01%	244
2019 Q2	$172K	Hold	13,896	–	–	0.01%	230
2019 Q1	$196K	Hold	13,896	–	–	0.01%	170
2018 Q4	$165K	Hold	13,896	–	–	0.01%	153
2018 Q3	$217K	Hold	13,896	–	–	0.02%	156
2018 Q2	$216K	Hold	13,896	–	–	0.02%	158
2018 Q1	$186K	Buy	+13,896	New	+$181K	0.01%	164

Other funds holding UMH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Crestwood Advisors Group's UMH Position: Q4 2025 in Review

Crestwood Advisors Group sold out of UMH Properties (UMH) in Q4 2025, closing a stake of 13,872 shares — an estimated $206K sold.

Crestwood Advisors Group first reported a position in UMH in Q1 2018 and held it in 31 quarters. The position peaked at $411K in Q4 2021. 255 funds tracked by Wall St. Rank hold UMH as of Q4 2025.

Crestwood Advisors Group reported no remaining UMH Properties position as of Q4 2025 after selling out during the quarter.
Crestwood Advisors Group sold 13,872 UMH Properties shares in Q4 2025, an estimated $206K.
Crestwood Advisors Group first reported a position in UMH Properties in Q1 2018 and held it in 31 quarters.
Crestwood Advisors Group's UMH Properties position peaked at $411K in Q4 2021.
255 funds tracked by Wall St. Rank held UMH Properties as of Q4 2025.

Based on Crestwood Advisors Group's 13F filing for Q4 2025, filed 3 Feb 2026.