Graham Capital Management’s UMH Properties UMH Stock Holding History

Graham 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
2025 Q4	–	Sell	-29,708	Closed	-$441K	–	1597
2025 Q3	$441K	Buy	+29,708	New	+$476K	0.01%	665
2024 Q4	–	Sell	-13,086	Closed	-$257K	–	1492
2024 Q3	$257K	Buy	+13,086	New	+$243K	﹤0.01%	837
2024 Q2	–	Sell	-19,032	Closed	-$309K	–	1381
2024 Q1	$309K	Buy	+19,032	New	+$291K	0.01%	777
2023 Q4	–	Sell	-13,353	Closed	-$187K	–	1355
2023 Q3	$187K	Buy	+13,353	New	+$205K	﹤0.01%	867
2023 Q2	–	Sell	-12,912	Closed	-$191K	–	1313
2023 Q1	$191K	Buy	+12,912	New	+$212K	0.01%	971

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Graham Capital Management's UMH Position: Q4 2025 in Review

Graham Capital Management sold out of UMH Properties (UMH) in Q4 2025, closing a stake of 29,708 shares — an estimated $441K sold.

Graham Capital Management first reported a position in UMH in Q1 2023 and held it in 5 quarters. The position peaked at $441K in Q3 2025. 254 funds tracked by Wall St. Rank hold UMH as of Q4 2025.

Graham Capital Management reported no remaining UMH Properties position as of Q4 2025 after selling out during the quarter.
Graham Capital Management sold 29,708 UMH Properties shares in Q4 2025, an estimated $441K.
Graham Capital Management first reported a position in UMH Properties in Q1 2023 and held it in 5 quarters.
Graham Capital Management's UMH Properties position peaked at $441K in Q3 2025.
254 funds tracked by Wall St. Rank held UMH Properties as of Q4 2025.

Based on Graham Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.