NJ State Employees Deferred Compensation Plan’s UMH Properties UMH Stock Holding History

NJ State Employees Deferred Compensation Plan’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	-13,400	Closed	-$199K	–	391
2025 Q3	$199K	Hold	13,400	–	–	0.02%	403
2025 Q2	$225K	Hold	13,400	–	–	0.03%	390
2025 Q1	$251K	Hold	13,400	–	–	0.03%	377
2024 Q4	$253K	Hold	13,400	–	–	0.03%	395
2024 Q3	$264K	Hold	13,400	–	–	0.03%	393
2024 Q2	$214K	Hold	13,400	–	–	0.03%	410
2024 Q1	$218K	Hold	13,400	–	–	0.03%	427
2023 Q4	$205K	Hold	13,400	–	–	0.03%	433
2023 Q3	$188K	Hold	13,400	–	–	0.03%	434
2023 Q2	$214K	Hold	13,400	–	–	0.03%	426
2023 Q1	$198K	Hold	13,400	–	–	0.03%	440
2022 Q4	$216K	Hold	13,400	–	–	0.03%	415
2022 Q3	$216K	Hold	13,400	–	–	0.04%	397
2022 Q2	$237K	Hold	13,400	–	–	0.04%	399
2022 Q1	$330K	Hold	13,400	–	–	0.04%	378
2021 Q4	$366K	Hold	13,400	–	–	0.05%	363
2021 Q3	$307K	Hold	13,400	–	–	0.04%	388
2021 Q2	$292K	Hold	13,400	–	–	0.04%	425
2021 Q1	$257K	Hold	13,400	–	–	0.04%	445
2020 Q4	$198K	Hold	13,400	–	–	0.03%	454
2020 Q3	$181K	Hold	13,400	–	–	0.03%	420
2020 Q2	$173K	Hold	13,400	–	–	0.03%	429
2020 Q1	$146K	Hold	13,400	–	–	0.03%	401
2019 Q4	$211K	Hold	13,400	–	–	0.04%	473
2019 Q3	$189K	Buy	+13,400	New	+$174K	0.03%	481

Other funds holding UMH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

NJ State Employees Deferred Compensation Plan's UMH Position: Q4 2025 in Review

NJ State Employees Deferred Compensation Plan sold out of UMH Properties (UMH) in Q4 2025, closing a stake of 13,400 shares — an estimated $199K sold.

NJ State Employees Deferred Compensation Plan first reported a position in UMH in Q3 2019 and held it in 25 quarters. The position peaked at $366K in Q4 2021. 255 funds tracked by Wall St. Rank hold UMH as of Q4 2025.

NJ State Employees Deferred Compensation Plan reported no remaining UMH Properties position as of Q4 2025 after selling out during the quarter.
NJ State Employees Deferred Compensation Plan sold 13,400 UMH Properties shares in Q4 2025, an estimated $199K.
NJ State Employees Deferred Compensation Plan first reported a position in UMH Properties in Q3 2019 and held it in 25 quarters.
NJ State Employees Deferred Compensation Plan's UMH Properties position peaked at $366K in Q4 2021.
255 funds tracked by Wall St. Rank held UMH Properties as of Q4 2025.

Based on NJ State Employees Deferred Compensation Plan's 13F filing for Q4 2025.