Firestone Capital Management’s UMH Properties UMH Stock Holding History

Firestone Capital Management’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	–	Sell	-11,297	Closed	-$180K	–	169
2025 Q4	$180K	Hold	11,297	–	–	0.04%	165
2025 Q3	$168K	Hold	11,297	–	–	0.04%	166
2025 Q2	$190K	Hold	11,297	–	–	0.04%	158
2025 Q1	$211K	Hold	11,297	–	–	0.06%	142
2024 Q4	$213K	Hold	11,297	–	–	0.05%	146
2024 Q3	$222K	Hold	11,297	–	–	0.06%	139
2024 Q2	$181K	Hold	11,297	–	–	0.05%	141
2024 Q1	$183K	Hold	11,297	–	–	0.05%	144
2023 Q4	$173K	Hold	11,297	–	–	0.05%	130
2023 Q3	$158K	Hold	11,297	–	–	0.05%	125
2023 Q2	$184K	Hold	11,297	–	–	0.06%	129
2023 Q1	$167K	Buy	+11,297	New	+$186K	0.06%	124
2022 Q4	–	Sell	-11,297	Closed	-$182K	–	127
2022 Q3	$182K	Hold	11,297	–	–	0.07%	108
2022 Q2	$200K	Hold	11,297	–	–	0.08%	112
2022 Q1	$278K	Hold	11,297	–	–	0.09%	96
2021 Q4	$309K	Hold	11,297	–	–	0.1%	96
2021 Q3	$247K	Hold	11,297	–	–	0.08%	97
2021 Q2	$247K	Hold	11,297	–	–	0.09%	95
2021 Q1	$217K	Sell	11,297 -2,206	-16%	-$37.2K	0.08%	99
2020 Q4	$200K	Buy	13,503 +531	+4%	+$7.72K	0.08%	104
2020 Q3	$176K	Hold	12,972	–	–	0.08%	96
2020 Q2	$168K	Buy	12,972 +1,425	+12%	+$17.2K	0.08%	95
2020 Q1	$125K	Hold	11,547	–	–	0.07%	107
2019 Q4	$182K	Buy	+11,547	New	+$174K	0.08%	104

Other funds holding UMH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Firestone Capital Management's UMH Position: Q1 2026 in Review

Firestone Capital Management sold out of UMH Properties (UMH) in Q1 2026, closing a stake of 11,297 shares — an estimated $180K sold.

Firestone Capital Management first reported a position in UMH in Q4 2019 and held it in 24 quarters. The position peaked at $309K in Q4 2021. 269 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

Firestone Capital Management reported no remaining UMH Properties position as of Q1 2026 after selling out during the quarter.
Firestone Capital Management sold 11,297 UMH Properties shares in Q1 2026, an estimated $180K.
Firestone Capital Management first reported a position in UMH Properties in Q4 2019 and held it in 24 quarters.
Firestone Capital Management's UMH Properties position peaked at $309K in Q4 2021.
269 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

Based on Firestone Capital Management's 13F filing for Q1 2026, filed 8 May 2026.