Franklin Resources’s UMH Properties UMH Stock Holding History

Franklin Resources’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 Q4	–	Sell	-176,677	Closed	-$2.62M	–	3273
2025 Q3	$2.62M	Sell	176,677 -1,315	-0.7%	-$21.1K	﹤0.01%	1679
2025 Q2	$2.99M	Sell	177,992 -4,885	-3%	-$83.6K	﹤0.01%	1562
2025 Q1	$3.42M	Sell	182,877 -7,000	-4%	-$127K	﹤0.01%	1493
2024 Q4	$3.58M	Sell	189,877 -46,148	-20%	-$880K	﹤0.01%	1497
2024 Q3	$4.42M	Buy	+236,025	New	+$4.39M	﹤0.01%	1400

Other funds holding UMH

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

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

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

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

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

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

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

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

PMG

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Franklin Resources's UMH Position: Q4 2025 in Review

Franklin Resources sold out of UMH Properties (UMH) in Q4 2025, closing a stake of 176,677 shares — an estimated $2.62M sold.

Franklin Resources first reported a position in UMH in Q3 2024 and held it in 5 quarters. The position peaked at $4.42M in Q3 2024. 255 funds tracked by Wall St. Rank hold UMH as of Q4 2025.

Franklin Resources reported no remaining UMH Properties position as of Q4 2025 after selling out during the quarter.
Franklin Resources sold 176,677 UMH Properties shares in Q4 2025, an estimated $2.62M.
Franklin Resources first reported a position in UMH Properties in Q3 2024 and held it in 5 quarters.
Franklin Resources's UMH Properties position peaked at $4.42M in Q3 2024.
255 funds tracked by Wall St. Rank held UMH Properties as of Q4 2025.

Based on Franklin Resources's 13F filing for Q4 2025, filed 11 Feb 2026.