HWM
UMH

Hemington Wealth Management’s UMH Properties UMH Stock Holding History

Hemington Wealth 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
Q3 		$4K Hold
305
– – ﹤0.01% 1222
2025
Q2 		$5K Hold
305
– – ﹤0.01% 1121
2025
Q1 		$5K Hold
305
– – ﹤0.01% 1079
2024
Q4 		$5K Hold
305
– – ﹤0.01% 1040
2024
Q3 		$5K Buy
+305
New +$5.67K ﹤0.01% 965

Other funds holding UMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Hemington Wealth Management's UMH Position: Q3 2025 in Review

Hemington Wealth Management held its UMH Properties (UMH) position steady in Q3 2025 at 305 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

Hemington Wealth Management first reported a position in UMH in Q3 2024 and has held it in 5 quarters since. The position peaked at $5K in Q2 2025. 264 funds tracked by Wall St. Rank hold UMH as of Q3 2025.

  • Hemington Wealth Management held 305 shares of UMH Properties worth $4K as of Q3 2025.
  • Hemington Wealth Management left its UMH Properties share count unchanged in Q3 2025.
  • UMH Properties made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1222 holding.
  • Hemington Wealth Management first reported a position in UMH Properties in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's UMH Properties position peaked at $5K in Q2 2025.
  • 264 funds tracked by Wall St. Rank held UMH Properties as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.