LWANC
UMH

Laurel Wealth Advisors (North Carolina)’s UMH Properties UMH Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q1 		– Sell
-65
Closed -$1.23K – 743
2024
Q4 		$1.23K Hold
65
– – ﹤0.01% 649
2024
Q3 		$1.28K Buy
+65
New +$1.21K ﹤0.01% 613

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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s UMH Position: Q1 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of UMH Properties (UMH) in Q1 2025, closing a stake of 65 shares — an estimated $1.23K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in UMH in Q3 2024 and held it in 2 quarters. The position peaked at $1.28K in Q3 2024. 239 funds tracked by Wall St. Rank hold UMH as of Q1 2025.

  • Laurel Wealth Advisors (North Carolina) reported no remaining UMH Properties position as of Q1 2025 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 65 UMH Properties shares in Q1 2025, an estimated $1.23K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in UMH Properties in Q3 2024 and held it in 2 quarters.
  • Laurel Wealth Advisors (North Carolina)'s UMH Properties position peaked at $1.28K in Q3 2024.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q1 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2025, filed 15 Apr 2025.