EC
UMH

EntryPoint Capital’s UMH Properties UMH Stock Holding History

EntryPoint Capital’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 		$719K Sell
49,854
-24,625
-33% -$381K 0.21% 131
2025
Q4 		$1.18M Sell
74,479
-8,951
-11% -$134K 0.46% 6
2025
Q3 		$1.24M Buy
83,430
+71,883
+623% +$1.15M 0.48% 9
2025
Q2 		$194K Buy
11,547
+91
+0.8% +$1.56K 0.1% 490
2025
Q1 		$214K Sell
11,456
-7,614
-40% -$139K 0.1% 497
2024
Q4 		$360K Buy
19,070
+2,357
+14% +$44.9K 0.15% 257
2024
Q3 		$329K Buy
+16,713
New +$311K 0.19% 208
2024
Q2 		– Sell
-2,020
Closed -$32.8K – 1639
2024
Q1 		$32.8K Buy
2,020
+1,806
+844% +$27.6K 0.03% 929
2023
Q4 		$3.28K Buy
+214
New +$3.08K ﹤0.01% 1247

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