MC
UMH

Montag & Caldwell’s UMH Properties UMH Stock Holding History

Montag & Caldwell’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
Q2 		$116K Hold
6,900
– – 0.03% 92
2025
Q1 		$129K Hold
6,900
– – 0.03% 92
2024
Q4 		$130K Buy
+6,900
New +$132K 0.03% 97
2019
Q1 		– Sell
-16,000
Closed -$189K – 79
2018
Q4 		$189K Buy
+16,000
New +$217K 0.01% 74

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

Montag & Caldwell's UMH Position: Q2 2025 in Review

Montag & Caldwell held its UMH Properties (UMH) position steady in Q2 2025 at 6,900 shares worth $116K. The position accounts for 0.03% of the portfolio, ranked #92.

Montag & Caldwell first reported a position in UMH in Q4 2018 and has held it in 4 quarters since. The position peaked at $189K in Q4 2018. 235 funds tracked by Wall St. Rank hold UMH as of Q2 2025.

  • Montag & Caldwell held 6,900 shares of UMH Properties worth $116K as of Q2 2025.
  • Montag & Caldwell left its UMH Properties share count unchanged in Q2 2025.
  • UMH Properties made up 0.03% of Montag & Caldwell's portfolio in Q2 2025, its #92 holding.
  • Montag & Caldwell first reported a position in UMH Properties in Q4 2018 and has held it in 4 quarters since.
  • Montag & Caldwell's UMH Properties position peaked at $189K in Q4 2018.
  • 235 funds tracked by Wall St. Rank held UMH Properties as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.