ERSOT
UMH

Employees Retirement System of Texas’s UMH Properties UMH Stock Holding History

Employees Retirement System of Texas’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
Q2 		– Sell
-37,861
Closed -$708K – 563
2025
Q1 		$708K Sell
37,861
-98,139
-72% -$1.79M 0.01% 230
2024
Q4 		$2.57M Buy
+136,000
New +$2.59M 0.02% 214

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Employees Retirement System of Texas's UMH Position: Q2 2025 in Review

Employees Retirement System of Texas sold out of UMH Properties (UMH) in Q2 2025, closing a stake of 37,861 shares — an estimated $708K sold.

Employees Retirement System of Texas first reported a position in UMH in Q4 2024 and held it in 2 quarters. The position peaked at $2.57M in Q4 2024. 235 funds tracked by Wall St. Rank hold UMH as of Q2 2025.

  • Employees Retirement System of Texas reported no remaining UMH Properties position as of Q2 2025 after selling out during the quarter.
  • Employees Retirement System of Texas sold 37,861 UMH Properties shares in Q2 2025, an estimated $708K.
  • Employees Retirement System of Texas first reported a position in UMH Properties in Q4 2024 and held it in 2 quarters.
  • Employees Retirement System of Texas's UMH Properties position peaked at $2.57M in Q4 2024.
  • 235 funds tracked by Wall St. Rank held UMH Properties as of Q2 2025.

Based on Employees Retirement System of Texas's 13F filing for Q2 2025, filed 13 Aug 2025.