EGM
UMH

Engineers Gate Manager’s UMH Properties UMH Stock Holding History

Engineers Gate Manager’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
2026
Q1 		$395K Sell
27,390
-23,202
-46% -$359K ﹤0.01% 1542
2025
Q4 		$805K Sell
50,592
-1,315
-3% -$19.7K 0.01% 1142
2025
Q3 		$771K Buy
+51,907
New +$831K 0.01% 1299
2025
Q1 		– Sell
-21,501
Closed -$406K – 2600
2024
Q4 		$406K Buy
+21,501
New +$410K 0.01% 1562
2024
Q3 		– Sell
-14,052
Closed -$225K – 2422
2024
Q2 		$225K Sell
14,052
-222
-2% -$3.46K 0.01% 1604
2024
Q1 		$232K Sell
14,274
-9,143
-39% -$140K 0.01% 1594
2023
Q4 		$359K Buy
23,417
+7,637
+48% +$110K 0.01% 1352
2023
Q3 		$221K Buy
+15,780
New +$243K 0.01% 1452
2021
Q3 		– Sell
-10,020
Closed -$219K – 1989
2021
Q2 		$219K Buy
+10,020
New +$214K 0.01% 1351

Other funds holding UMH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return