Principal Financial Group’s UMH Properties UMH Stock Holding History

Principal Financial Group’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 Q2	–	Sell	-38,816	Closed	-$726K	–	2322
2025 Q1	$726K	Buy	38,816 +1,362	+4%	+$24.8K	﹤0.01%	1885
2024 Q4	$707K	Buy	37,454 +3,140	+9%	+$59.9K	﹤0.01%	1917
2024 Q3	$675K	Buy	+34,314	New	+$638K	﹤0.01%	1895
2022 Q2	–	Sell	-26,635	Closed	-$655K	–	2646
2022 Q1	$655K	Sell	26,635 -13,462	-34%	-$323K	﹤0.01%	2059
2021 Q4	$1.1M	Sell	40,097 -14,957	-27%	-$360K	﹤0.01%	1965
2021 Q3	$1.26M	Sell	55,054 -414	-0.7%	-$9.66K	﹤0.01%	1954
2021 Q2	$1.21M	Buy	+55,468	New	+$1.18M	﹤0.01%	2000

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Principal Financial Group's UMH Position: Q2 2025 in Review

Principal Financial Group sold out of UMH Properties (UMH) in Q2 2025, closing a stake of 38,816 shares — an estimated $726K sold.

Principal Financial Group first reported a position in UMH in Q2 2021 and held it in 7 quarters. The position peaked at $1.26M in Q3 2021. 234 funds tracked by Wall St. Rank hold UMH as of Q2 2025.

Principal Financial Group reported no remaining UMH Properties position as of Q2 2025 after selling out during the quarter.
Principal Financial Group sold 38,816 UMH Properties shares in Q2 2025, an estimated $726K.
Principal Financial Group first reported a position in UMH Properties in Q2 2021 and held it in 7 quarters.
Principal Financial Group's UMH Properties position peaked at $1.26M in Q3 2021.
234 funds tracked by Wall St. Rank held UMH Properties as of Q2 2025.

Based on Principal Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.