OC
UMH

Oppenheimer & Co’s UMH Properties UMH Stock Holding History

Oppenheimer & Co’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
-19,229
Closed -$286K – 1744
2025
Q3 		$286K Sell
19,229
-16,541
-46% -$265K ﹤0.01% 1410
2025
Q2 		$601K Sell
35,770
-192
-0.5% -$3.29K 0.01% 1072
2025
Q1 		$672K Buy
35,962
+5,798
+19% +$106K 0.01% 969
2024
Q4 		$569K Buy
+30,164
New +$575K 0.01% 1022
2023
Q3 		– Sell
-12,763
Closed -$204K – 1468
2023
Q2 		$204K Sell
12,763
-600
-4% -$9.29K ﹤0.01% 1282
2023
Q1 		$198K Buy
13,363
+190
+1% +$3.12K ﹤0.01% 1266
2022
Q4 		$212K Buy
13,173
+2
+0% +$34 ﹤0.01% 1212
2022
Q3 		$213K Buy
+13,171
New +$247K 0.01% 1207

Other funds holding UMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return