DT
UMH

Diversified Trust’s UMH Properties UMH Stock Holding History

Diversified Trust’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
-12,789
Closed -$190K – 1100
2025
Q3 		$190K Buy
12,789
+1,025
+9% +$16.4K ﹤0.01% 940
2025
Q2 		$198K Buy
11,764
+26
+0.2% +$445 ﹤0.01% 871
2025
Q1 		$220K Sell
11,738
-5,698
-33% -$104K 0.01% 827
2024
Q4 		$329K Buy
17,436
+1,957
+13% +$37.3K 0.01% 723
2024
Q3 		$304K Buy
15,479
+267
+2% +$4.97K 0.01% 721
2024
Q2 		$243K Buy
15,212
+1,024
+7% +$15.9K 0.01% 738
2024
Q1 		$230K Buy
14,188
+531
+4% +$8.13K 0.01% 716
2023
Q4 		$209K Buy
+13,657
New +$197K 0.01% 772

Other funds holding UMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return