Koshinski Asset Management
UMH

Koshinski Asset Management’s UMH Properties UMH Stock Holding History

Koshinski Asset 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
-40,531
Closed -$602K – 751
2025
Q3 		$602K Buy
+40,531
New +$649K 0.04% 374
2024
Q3 		– Sell
-30,531
Closed -$498K – 663
2024
Q2 		$498K Buy
30,531
+2,421
+9% +$37.7K 0.05% 344
2024
Q1 		$457K Sell
28,110
-105,680
-79% -$1.62M 0.05% 337
2023
Q4 		$2.05M Buy
133,790
+57,229
+75% +$825K 0.31% 92
2023
Q3 		$1.07M Sell
76,561
-12,938
-14% -$199K 0.12% 167
2023
Q2 		$1.43M Buy
+89,499
New +$1.39M 0.15% 143
2022
Q1 		– Sell
-137,450
Closed -$3.76M – 2236
2021
Q4 		$3.76M Sell
137,450
-572
-0.4% -$13.8K 0.3% 71
2021
Q3 		$3.16M Buy
+138,022
New +$3.22M 0.27% 87
2020
Q4 		– Sell
-124,956
Closed -$1.82K – 580
2020
Q3 		$1.82K Buy
+124,956
New +$1.67M 0.24% 98
2020
Q1 		– Sell
-100,404
Closed -$1.56M – 521
2019
Q4 		$1.56M Buy
100,404
+6,080
+6% +$91.7K 0.27% 110
2019
Q3 		$1.33M Buy
94,324
+14,870
+19% +$193K 0.92% 34
2019
Q2 		$986K Sell
79,454
-3,484
-4% -$46.9K 0.4% 71
2019
Q1 		$1.17K Buy
82,938
+3,444
+4% +$46.2K 0.31% 90
2018
Q4 		$941K Buy
79,494
+12,685
+19% +$172K 0.23% 135
2018
Q3 		$1.04M Buy
66,809
+21,863
+49% +$344K 0.15% 197
2018
Q2 		$690K Buy
44,946
+3,553
+9% +$50.1K 0.21% 154
2018
Q1 		$555K Buy
41,393
+4,518
+12% +$58.8K 0.17% 191
2017
Q4 		$549K Buy
+36,875
New +$561K 0.14% 234

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
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 $18.1B AUM 24.63% 1-Year Est. Return

Koshinski Asset Management's UMH Position: Q4 2025 in Review

Koshinski Asset Management sold out of UMH Properties (UMH) in Q4 2025, closing a stake of 40,531 shares — an estimated $602K sold.

Koshinski Asset Management first reported a position in UMH in Q4 2017 and held it in 18 quarters. The position peaked at $3.76M in Q4 2021. 254 funds tracked by Wall St. Rank hold UMH as of Q4 2025.

  • Koshinski Asset Management reported no remaining UMH Properties position as of Q4 2025 after selling out during the quarter.
  • Koshinski Asset Management sold 40,531 UMH Properties shares in Q4 2025, an estimated $602K.
  • Koshinski Asset Management first reported a position in UMH Properties in Q4 2017 and held it in 18 quarters.
  • Koshinski Asset Management's UMH Properties position peaked at $3.76M in Q4 2021.
  • 254 funds tracked by Wall St. Rank held UMH Properties as of Q4 2025.

Based on Koshinski Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.