PS
UMH

Principal Securities’s UMH Properties UMH Stock Holding History

Principal Securities’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
-454
Closed -$6.74K – 3385
2025
Q3 		$6.74K Sell
454
-149
-25% -$2.38K ﹤0.01% 2866
2025
Q2 		$10.1K Sell
603
-84
-12% -$1.44K ﹤0.01% 2615
2025
Q1 		$13K Hold
687
– – ﹤0.01% 2413
2024
Q4 		$13K Buy
687
+67
+11% +$1.28K ﹤0.01% 2409
2024
Q3 		$12.2K Buy
620
+57
+10% +$1.06K ﹤0.01% 2346
2024
Q2 		$9K Buy
563
+245
+77% +$3.81K ﹤0.01% 2444
2024
Q1 		$5.16K Sell
318
-453
-59% -$6.93K ﹤0.01% 2597
2023
Q4 		$11.8K Buy
+771
New +$11.1K ﹤0.01% 2158

Other funds holding UMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $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 $16.5B AUM 19.94% 1-Year Est. Return

Principal Securities's UMH Position: Q4 2025 in Review

Principal Securities sold out of UMH Properties (UMH) in Q4 2025, closing a stake of 454 shares — an estimated $6.74K sold.

Principal Securities first reported a position in UMH in Q4 2023 and held it in 8 quarters. The position peaked at $13K in Q1 2025. 254 funds tracked by Wall St. Rank hold UMH as of Q4 2025.

  • Principal Securities reported no remaining UMH Properties position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 454 UMH Properties shares in Q4 2025, an estimated $6.74K.
  • Principal Securities first reported a position in UMH Properties in Q4 2023 and held it in 8 quarters.
  • Principal Securities's UMH Properties position peaked at $13K in Q1 2025.
  • 254 funds tracked by Wall St. Rank held UMH Properties as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.