MAS
UMH

MPWM Advisory Solutions’s UMH Properties UMH Stock Holding History

MPWM Advisory Solutions’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 		– Sell
-37
Closed -$692 – 743
2025
Q1 		$692 Hold
37
– – ﹤0.01% 582
2024
Q4 		$699 Buy
+37
New +$706 ﹤0.01% 604

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

MPWM Advisory Solutions's UMH Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of UMH Properties (UMH) in Q2 2025, closing a stake of 37 shares — an estimated $692 sold.

MPWM Advisory Solutions first reported a position in UMH in Q4 2024 and held it in 2 quarters. The position peaked at $699 in Q4 2024. 234 funds tracked by Wall St. Rank hold UMH as of Q2 2025.

  • MPWM Advisory Solutions reported no remaining UMH Properties position as of Q2 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 37 UMH Properties shares in Q2 2025, an estimated $692.
  • MPWM Advisory Solutions first reported a position in UMH Properties in Q4 2024 and held it in 2 quarters.
  • MPWM Advisory Solutions's UMH Properties position peaked at $699 in Q4 2024.
  • 234 funds tracked by Wall St. Rank held UMH Properties as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.