NIG
UMH

NFJ Investment Group’s UMH Properties UMH Stock Holding History

NFJ Investment Group’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
Q3 		– Sell
-161,532
Closed -$2.71M – 294
2025
Q2 		$2.71M Sell
161,532
-1,000
-0.6% -$17.1K 0.09% 179
2025
Q1 		$3.04M Hold
162,532
– – 0.1% 163
2024
Q4 		$3.07M Sell
162,532
-1,984
-1% -$37.8K 0.1% 175
2024
Q3 		$3.24M Sell
164,516
-51,970
-24% -$967K 0.09% 172
2024
Q2 		$3.46M Sell
216,486
-16,250
-7% -$253K 0.11% 152
2024
Q1 		$3.78M Sell
232,736
-14,145
-6% -$217K 0.1% 141
2023
Q4 		$3.78M Sell
246,881
-22,277
-8% -$321K 0.1% 152
2023
Q3 		$3.77M Buy
+269,158
New +$4.14M 0.11% 148

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
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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

NFJ Investment Group's UMH Position: Q3 2025 in Review

NFJ Investment Group sold out of UMH Properties (UMH) in Q3 2025, closing a stake of 161,532 shares — an estimated $2.71M sold.

NFJ Investment Group first reported a position in UMH in Q3 2023 and held it in 8 quarters. The position peaked at $3.78M in Q4 2023. 264 funds tracked by Wall St. Rank hold UMH as of Q3 2025.

  • NFJ Investment Group reported no remaining UMH Properties position as of Q3 2025 after selling out during the quarter.
  • NFJ Investment Group sold 161,532 UMH Properties shares in Q3 2025, an estimated $2.71M.
  • NFJ Investment Group first reported a position in UMH Properties in Q3 2023 and held it in 8 quarters.
  • NFJ Investment Group's UMH Properties position peaked at $3.78M in Q4 2023.
  • 264 funds tracked by Wall St. Rank held UMH Properties as of Q3 2025.

Based on NFJ Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.