NewEdge Advisors’s UMH Properties UMH Stock Holding History

NewEdge Advisors’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	-300	Closed	-$5.66K	–	4110
2024 Q4	$5.66K	Hold	300	–	–	﹤0.01%	3199
2024 Q3	$5.9K	Hold	300	–	–	﹤0.01%	3111
2024 Q2	$4.8K	Hold	300	–	–	﹤0.01%	3106
2024 Q1	$4.87K	Sell	300 -129	-30%	-$1.98K	﹤0.01%	3146
2023 Q4	$6.57K	Sell	429 -271	-39%	-$3.9K	﹤0.01%	3023
2023 Q3	$9.81K	Hold	700	–	–	﹤0.01%	2581
2023 Q2	$11.2K	Sell	700 -330	-32%	-$5.11K	﹤0.01%	2563
2023 Q1	$15.2K	Buy	1,030 +330	+47%	+$5.42K	﹤0.01%	2431
2022 Q4	$11	Buy	+700	New	+$11.8K	﹤0.01%	3702

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

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

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 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

NewEdge Advisors's UMH Position: Q1 2025 in Review

NewEdge Advisors sold out of UMH Properties (UMH) in Q1 2025, closing a stake of 300 shares — an estimated $5.66K sold.

NewEdge Advisors first reported a position in UMH in Q4 2022 and held it in 9 quarters. The position peaked at $15.2K in Q1 2023. 239 funds tracked by Wall St. Rank hold UMH as of Q1 2025.

NewEdge Advisors reported no remaining UMH Properties position as of Q1 2025 after selling out during the quarter.
NewEdge Advisors sold 300 UMH Properties shares in Q1 2025, an estimated $5.66K.
NewEdge Advisors first reported a position in UMH Properties in Q4 2022 and held it in 9 quarters.
NewEdge Advisors's UMH Properties position peaked at $15.2K in Q1 2023.
239 funds tracked by Wall St. Rank held UMH Properties as of Q1 2025.

Based on NewEdge Advisors's 13F filing for Q1 2025, filed 15 May 2025.