Orleans Capital Management’s UMH Properties UMH Stock Holding History

Orleans Capital Management’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	-15,000	Closed	-$252K	–	110
2025 Q2	$252K	Hold	15,000	–	–	0.13%	95
2025 Q1	$281K	Hold	15,000	–	–	0.17%	80
2024 Q4	$273K	Sell	15,000 -2,000	-12%	-$38.1K	0.15%	83
2024 Q3	$334K	Hold	17,000	–	–	0.19%	79
2024 Q2	$272K	Sell	17,000 -1,000	-6%	-$15.6K	0.17%	71
2024 Q1	$292K	Hold	18,000	–	–	0.19%	69
2023 Q4	$276K	Hold	18,000	–	–	0.19%	71
2023 Q3	$252K	Hold	18,000	–	–	0.19%	69
2023 Q2	$288K	Hold	18,000	–	–	0.2%	72
2023 Q1	$266K	Hold	18,000	–	–	0.2%	72
2022 Q4	$290K	Hold	18,000	–	–	0.22%	68
2022 Q3	$291K	Hold	18,000	–	–	0.24%	64
2022 Q2	$318K	Hold	18,000	–	–	0.24%	65
2022 Q1	$443K	Hold	18,000	–	–	0.28%	59
2021 Q4	$492K	Hold	18,000	–	–	0.28%	60
2021 Q3	$412K	Hold	18,000	–	–	0.26%	62
2021 Q2	$393K	Hold	18,000	–	–	0.25%	63
2021 Q1	$345K	Hold	18,000	–	–	0.23%	67
2020 Q4	$267K	Hold	18,000	–	–	0.19%	70
2020 Q3	$244K	Hold	18,000	–	–	0.19%	70
2020 Q2	$233K	Buy	+18,000	New	+$218K	0.19%	75
2020 Q1	–	Sell	-32,000	Closed	-$503K	–	84
2019 Q4	$503K	Sell	32,000 -5,000	-14%	-$75.4K	0.35%	62
2019 Q3	$521K	Hold	37,000	–	–	0.39%	61
2019 Q2	$459K	Sell	37,000 -10,000	-21%	-$135K	0.35%	63
2019 Q1	$662K	Sell	47,000 -15,000	-24%	-$201K	0.51%	57
2018 Q4	$734K	Hold	62,000	–	–	0.68%	44
2018 Q3	$970K	Buy	+62,000	New	+$974K	0.67%	52

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

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

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 Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Orleans Capital Management's UMH Position: Q3 2025 in Review

Orleans Capital Management sold out of UMH Properties (UMH) in Q3 2025, closing a stake of 15,000 shares — an estimated $252K sold.

Orleans Capital Management first reported a position in UMH in Q3 2018 and held it in 27 quarters. The position peaked at $970K in Q3 2018. 264 funds tracked by Wall St. Rank hold UMH as of Q3 2025.

Orleans Capital Management reported no remaining UMH Properties position as of Q3 2025 after selling out during the quarter.
Orleans Capital Management sold 15,000 UMH Properties shares in Q3 2025, an estimated $252K.
Orleans Capital Management first reported a position in UMH Properties in Q3 2018 and held it in 27 quarters.
Orleans Capital Management's UMH Properties position peaked at $970K in Q3 2018.
264 funds tracked by Wall St. Rank held UMH Properties as of Q3 2025.

Based on Orleans Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.