First Horizon Advisors’s UMH Properties UMH Stock Holding History

First Horizon Advisors’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	$6.51K	Buy	388 +68	+21%	+$1.16K	﹤0.01%	1791
2025 Q1	$5.98K	Hold	320	–	–	﹤0.01%	1765
2024 Q4	$6.04K	Buy	320 +140	+78%	+$2.67K	﹤0.01%	1760
2024 Q3	$3.54K	Buy	180 +19	+12%	+$354	﹤0.01%	1886
2024 Q2	$2.57K	Hold	161	–	–	﹤0.01%	1920
2024 Q1	$2.62K	Hold	161	–	–	﹤0.01%	1967
2023 Q4	$2.47K	Sell	161 -184	-53%	-$2.65K	﹤0.01%	1972
2023 Q3	$4.84K	Hold	345	–	–	﹤0.01%	1755
2023 Q2	$5.51K	Buy	345 +89	+35%	+$1.38K	﹤0.01%	1765
2023 Q1	$3.79K	Sell	256 -715	-74%	-$11.7K	﹤0.01%	1894
2022 Q4	$15.6K	Sell	971 -60	-6%	-$1.01K	﹤0.01%	1351
2022 Q3	$17K	Buy	1,031 +720	+232%	+$13.5K	﹤0.01%	1308
2022 Q2	$5K	Buy	311 +46	+17%	+$956	﹤0.01%	1852
2022 Q1	$7K	Buy	+265	New	+$6.37K	﹤0.01%	1215

Other funds holding UMH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

First Horizon Advisors's UMH Position: Q2 2025 in Review

First Horizon Advisors increased its UMH Properties (UMH) stake by 21% in Q2 2025, buying an estimated $1.16K and bringing the position to 388 shares worth $6.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

First Horizon Advisors first reported a position in UMH in Q1 2022 and has held it in 14 quarters since. The position peaked at $17K in Q3 2022. 235 funds tracked by Wall St. Rank hold UMH as of Q2 2025.

First Horizon Advisors held 388 shares of UMH Properties worth $6.51K as of Q2 2025.
First Horizon Advisors bought 68 UMH Properties shares in Q2 2025, an estimated $1.16K.
UMH Properties made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1791 holding.
First Horizon Advisors first reported a position in UMH Properties in Q1 2022 and has held it in 14 quarters since.
First Horizon Advisors's UMH Properties position peaked at $17K in Q3 2022.
235 funds tracked by Wall St. Rank held UMH Properties as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.