CIS
UMH

Custom Index Systems’s UMH Properties UMH Stock Holding History

Custom Index Systems’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
-11,364
Closed -$215K – 356
2024
Q4 		$215K Buy
+11,364
New +$217K 0.12% 230
2024
Q3 		– Sell
-14,402
Closed -$230K – 290
2024
Q2 		$230K Buy
+14,402
New +$224K 0.13% 215

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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Custom Index Systems's UMH Position: Q1 2025 in Review

Custom Index Systems sold out of UMH Properties (UMH) in Q1 2025, closing a stake of 11,364 shares — an estimated $215K sold.

Custom Index Systems first reported a position in UMH in Q2 2024 and held it in 2 quarters. The position peaked at $230K in Q2 2024. 239 funds tracked by Wall St. Rank hold UMH as of Q1 2025.

  • Custom Index Systems reported no remaining UMH Properties position as of Q1 2025 after selling out during the quarter.
  • Custom Index Systems sold 11,364 UMH Properties shares in Q1 2025, an estimated $215K.
  • Custom Index Systems first reported a position in UMH Properties in Q2 2024 and held it in 2 quarters.
  • Custom Index Systems's UMH Properties position peaked at $230K in Q2 2024.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q1 2025.

Based on Custom Index Systems's 13F filing for Q1 2025, filed 14 May 2025.