Pathway Financial Advisers’s UMH Properties UMH Stock Holding History

Pathway Financial Advisers’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	-1,366	Closed	-$20.3K	–	336
2025 Q3	$20.3K	Buy	+1,366	New	+$21.9K	0.01%	299
2025 Q1	–	Sell	-1,313	Closed	-$24.8K	–	394
2024 Q4	$24.8K	Buy	1,313 +15	+1%	+$286	0.01%	288
2024 Q3	$25.5K	Buy	1,298 +13	+1%	+$242	0.01%	230
2024 Q2	$20.5K	Buy	1,285 +551	+75%	+$8.58K	0.01%	287
2024 Q1	$11.9K	Buy	734 +234	+47%	+$3.58K	﹤0.01%	331
2023 Q4	$7.66K	Buy	+500	New	+$7.21K	﹤0.01%	381

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

Pathway Financial Advisers's UMH Position: Q4 2025 in Review

Pathway Financial Advisers sold out of UMH Properties (UMH) in Q4 2025, closing a stake of 1,366 shares — an estimated $20.3K sold.

Pathway Financial Advisers first reported a position in UMH in Q4 2023 and held it in 6 quarters. The position peaked at $25.5K in Q3 2024. 255 funds tracked by Wall St. Rank hold UMH as of Q4 2025.

Pathway Financial Advisers reported no remaining UMH Properties position as of Q4 2025 after selling out during the quarter.
Pathway Financial Advisers sold 1,366 UMH Properties shares in Q4 2025, an estimated $20.3K.
Pathway Financial Advisers first reported a position in UMH Properties in Q4 2023 and held it in 6 quarters.
Pathway Financial Advisers's UMH Properties position peaked at $25.5K in Q3 2024.
255 funds tracked by Wall St. Rank held UMH Properties as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.