Lindbrook Capital’s UMH Properties UMH Stock Holding History

Lindbrook Capital’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	$2.13K	Sell	114 -36	-24%	-$655	﹤0.01%	2271
2024 Q4	$2.83K	Buy	150 +9	+6%	+$172	﹤0.01%	2198
2024 Q3	$2.77K	Buy	141 +94	+200%	+$1.75K	﹤0.01%	2247
2024 Q2	$752	Hold	47	–	–	﹤0.01%	2537
2024 Q1	$763	Hold	47	–	–	﹤0.01%	2466
2023 Q4	$720	Sell	47 -126	-73%	-$1.82K	﹤0.01%	2533
2023 Q3	$2.42K	Buy	173 +115	+198%	+$1.77K	﹤0.01%	2056
2023 Q2	$927	Buy	58 +27	+87%	+$418	﹤0.01%	2380
2023 Q1	$458	Buy	31 +21	+210%	+$345	﹤0.01%	2619
2022 Q4	$161	Sell	10 -135	-93%	-$2.27K	﹤0.01%	2764
2022 Q3	$2K	Sell	145 -8	-5%	-$150	﹤0.01%	2162
2022 Q2	$3K	Sell	153 -8	-5%	-$166	﹤0.01%	1854
2022 Q1	$4K	Buy	161 +38	+31%	+$913	﹤0.01%	1753
2021 Q4	$3K	Hold	123	–	–	﹤0.01%	1707
2021 Q3	$3K	Hold	123	–	–	﹤0.01%	1453
2021 Q2	$3K	Hold	123	–	–	﹤0.01%	1516
2021 Q1	$2K	Buy	123 +28	+29%	+$472	﹤0.01%	1614
2020 Q4	$1K	Hold	95	–	–	﹤0.01%	1705
2020 Q3	$1K	Hold	95	–	–	﹤0.01%	1667
2020 Q2	$1K	Hold	95	–	–	﹤0.01%	1643
2020 Q1	$1K	Buy	+95	New	+$1.38K	﹤0.01%	1582

Other funds holding UMH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Lindbrook Capital's UMH Position: Q1 2025 in Review

Lindbrook Capital reduced its UMH Properties (UMH) stake by 24% in Q1 2025, selling an estimated $655 and leaving 114 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2271.

Lindbrook Capital first reported a position in UMH in Q1 2020 and has held it in 21 quarters since. The position peaked at $4K in Q1 2022. 240 funds tracked by Wall St. Rank hold UMH as of Q1 2025.

Lindbrook Capital held 114 shares of UMH Properties worth $2.13K as of Q1 2025.
Lindbrook Capital sold 36 UMH Properties shares in Q1 2025, an estimated $655.
UMH Properties made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2271 holding.
Lindbrook Capital first reported a position in UMH Properties in Q1 2020 and has held it in 21 quarters since.
Lindbrook Capital's UMH Properties position peaked at $4K in Q1 2022.
240 funds tracked by Wall St. Rank held UMH Properties as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.