PCS
UMH

Personal CFO Solutions’s UMH Properties UMH Stock Holding History

Personal CFO Solutions’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
-10,564
Closed -$157K – 529
2025
Q3 		$157K Sell
10,564
-5,135
-33% -$82.2K 0.03% 493
2025
Q2 		$264K Buy
15,699
+62
+0.4% +$1.06K 0.05% 371
2025
Q1 		$292K Sell
15,637
-1,057
-6% -$19.2K 0.06% 323
2024
Q4 		$315K Sell
16,694
-748
-4% -$14.3K 0.06% 305
2024
Q3 		$343K Buy
17,442
+2,464
+16% +$45.8K 0.05% 363
2024
Q2 		$240K Sell
14,978
-279
-2% -$4.34K 0.04% 448
2024
Q1 		$248K Sell
15,257
-50
-0.3% -$765 0.04% 449
2023
Q4 		$235K Buy
15,307
+231
+2% +$3.33K 0.04% 442
2023
Q3 		$211K Buy
15,076
+292
+2% +$4.49K 0.04% 426
2023
Q2 		$236K Buy
14,784
+314
+2% +$4.86K 0.05% 399
2023
Q1 		$214K Buy
14,470
+2,811
+24% +$46.2K 0.04% 431
2022
Q4 		$188K Buy
11,659
+745
+7% +$12.5K 0.04% 431
2022
Q3 		$176K Sell
10,914
-21
-0.2% -$394 0.04% 385
2022
Q2 		$193K Sell
10,935
-270
-2% -$5.61K 0.05% 400
2022
Q1 		$276K Buy
11,205
+469
+4% +$11.3K 0.05% 362
2021
Q4 		$293K Sell
10,736
-78
-0.7% -$1.88K 0.05% 330
2021
Q3 		$248K Buy
10,814
+711
+7% +$16.6K 0.05% 366
2021
Q2 		$220K Buy
+10,103
New +$215K 0.05% 387

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