Oxford Asset Management’s UMH Properties UMH Stock Holding History

Oxford Asset 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 Q4	–	Sell	-25,524	Closed	-$379K	–	748
2025 Q3	$379K	Buy	+25,524	New	+$409K	0.13%	288
2019 Q3	–	Sell	-16,682	Closed	-$207K	–	1963
2019 Q2	$207K	Sell	16,682 -58,885	-78%	-$793K	﹤0.01%	1549
2019 Q1	$1.06M	Buy	+75,567	New	+$1.01M	0.02%	897
2018 Q4	–	Sell	-64,250	Closed	-$1M	–	2122
2018 Q3	$1M	Sell	64,250 -45,256	-41%	-$711K	0.02%	1013
2018 Q2	$1.67M	Buy	109,506 +50	+0%	+$704	0.03%	768
2018 Q1	$1.47M	Sell	109,456 -4,116	-4%	-$53.6K	0.03%	742
2017 Q4	$1.69M	Buy	113,572 +45,197	+66%	+$688K	0.04%	667
2017 Q3	$1.06M	Buy	68,375 +30,124	+79%	+$482K	0.02%	912
2017 Q2	$652K	Buy	+38,251	New	+$631K	0.01%	1030

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B 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 $18.1B AUM 24.63% 1-Year Est. Return

Oxford Asset Management's UMH Position: Q4 2025 in Review

Oxford Asset Management sold out of UMH Properties (UMH) in Q4 2025, closing a stake of 25,524 shares — an estimated $379K sold.

Oxford Asset Management first reported a position in UMH in Q2 2017 and held it in 9 quarters. The position peaked at $1.69M in Q4 2017. 254 funds tracked by Wall St. Rank hold UMH as of Q4 2025.

Oxford Asset Management reported no remaining UMH Properties position as of Q4 2025 after selling out during the quarter.
Oxford Asset Management sold 25,524 UMH Properties shares in Q4 2025, an estimated $379K.
Oxford Asset Management first reported a position in UMH Properties in Q2 2017 and held it in 9 quarters.
Oxford Asset Management's UMH Properties position peaked at $1.69M in Q4 2017.
254 funds tracked by Wall St. Rank held UMH Properties as of Q4 2025.

Based on Oxford Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.