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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
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

Diversified Trust's UMH Position: Q4 2025 in Review

Diversified Trust sold out of UMH Properties (UMH) in Q4 2025, closing a stake of 12,789 shares — an estimated $190K sold.

Diversified Trust first reported a position in UMH in Q4 2023 and held it in 8 quarters. The position peaked at $329K in Q4 2024. 255 funds tracked by Wall St. Rank hold UMH as of Q4 2025.

  • Diversified Trust reported no remaining UMH Properties position as of Q4 2025 after selling out during the quarter.
  • Diversified Trust sold 12,789 UMH Properties shares in Q4 2025, an estimated $190K.
  • Diversified Trust first reported a position in UMH Properties in Q4 2023 and held it in 8 quarters.
  • Diversified Trust's UMH Properties position peaked at $329K in Q4 2024.
  • 255 funds tracked by Wall St. Rank held UMH Properties as of Q4 2025.

Based on Diversified Trust's 13F filing for Q4 2025, filed 9 Jan 2026.