PFA
UMH

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
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