Mesirow Financial Investment Management’s UMH Properties UMH Stock Holding History

Mesirow Financial Investment 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	-13,105	Closed	-$195K	–	560
2025 Q3	$195K	Buy	13,105 +192	+1%	+$3.07K	﹤0.01%	525
2025 Q2	$217K	Buy	12,913 +170	+1%	+$2.91K	﹤0.01%	493
2025 Q1	$238K	Buy	12,743 +151	+1%	+$2.75K	﹤0.01%	503
2024 Q4	$238K	Buy	12,592 +138	+1%	+$2.63K	﹤0.01%	510
2024 Q3	$245K	Buy	12,454 +131	+1%	+$2.44K	﹤0.01%	506
2024 Q2	$197K	Buy	12,323 +169	+1%	+$2.63K	﹤0.01%	474
2024 Q1	$197K	Buy	+12,154	New	+$186K	﹤0.01%	486
2018 Q1	–	Sell	-17,225	Closed	-$257K	–	62
2017 Q4	$257K	Buy	+17,225	New	+$262K	1.16%	49

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Mesirow Financial Investment Management's UMH Position: Q4 2025 in Review

Mesirow Financial Investment Management sold out of UMH Properties (UMH) in Q4 2025, closing a stake of 13,105 shares — an estimated $195K sold.

Mesirow Financial Investment Management first reported a position in UMH in Q4 2017 and held it in 8 quarters. The position peaked at $257K in Q4 2017. 255 funds tracked by Wall St. Rank hold UMH as of Q4 2025.

Mesirow Financial Investment Management reported no remaining UMH Properties position as of Q4 2025 after selling out during the quarter.
Mesirow Financial Investment Management sold 13,105 UMH Properties shares in Q4 2025, an estimated $195K.
Mesirow Financial Investment Management first reported a position in UMH Properties in Q4 2017 and held it in 8 quarters.
Mesirow Financial Investment Management's UMH Properties position peaked at $257K in Q4 2017.
255 funds tracked by Wall St. Rank held UMH Properties as of Q4 2025.

Based on Mesirow Financial Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.