Harbour Investments’s UMH Properties UMH Stock Holding History

Harbour Investments’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	–	Sell	-7	Closed	-$131	–	3724
2025 Q1	$131	Hold	7	–	–	﹤0.01%	3453
2024 Q4	$132	Hold	7	–	–	﹤0.01%	3390
2024 Q3	$138	Hold	7	–	–	﹤0.01%	3301
2024 Q2	$112	Hold	7	–	–	﹤0.01%	3200
2024 Q1	$114	Hold	7	–	–	﹤0.01%	3146
2023 Q4	$107	Hold	7	–	–	﹤0.01%	3044
2023 Q3	$98	Hold	7	–	–	﹤0.01%	2926
2023 Q2	$112	Hold	7	–	–	﹤0.01%	2942
2023 Q1	$104	Hold	7	–	–	﹤0.01%	2920
2022 Q4	$113	Hold	7	–	–	﹤0.01%	2917
2022 Q3	$0	Hold	7	–	–	﹤0.01%	2833
2022 Q2	$0	Buy	+7	New	+$145	﹤0.01%	2833
2021 Q4	–	Sell	-10	Closed	–	–	3642
2021 Q3	$0	Sell	10 -1	-9%	-$23	﹤0.01%	3989
2021 Q2	$0	Buy	+11	New	+$234	﹤0.01%	3979

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

Harbour Investments's UMH Position: Q2 2025 in Review

Harbour Investments sold out of UMH Properties (UMH) in Q2 2025, closing a stake of 7 shares — an estimated $131 sold.

Harbour Investments first reported a position in UMH in Q2 2021 and held it in 14 quarters. The position peaked at $138 in Q3 2024. 234 funds tracked by Wall St. Rank hold UMH as of Q2 2025.

Harbour Investments reported no remaining UMH Properties position as of Q2 2025 after selling out during the quarter.
Harbour Investments sold 7 UMH Properties shares in Q2 2025, an estimated $131.
Harbour Investments first reported a position in UMH Properties in Q2 2021 and held it in 14 quarters.
Harbour Investments's UMH Properties position peaked at $138 in Q3 2024.
234 funds tracked by Wall St. Rank held UMH Properties as of Q2 2025.

Based on Harbour Investments's 13F filing for Q2 2025, filed 28 Jul 2025.