Private Wealth Management Group’s UMH Properties UMH Stock Holding History

Private Wealth Management 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 Q4	–	Sell	-56	Closed	-$832	–	1541
2025 Q3	$832	Hold	56	–	–	﹤0.01%	1322
2025 Q2	$941	Hold	56	–	–	﹤0.01%	1301
2025 Q1	$1.05K	Hold	56	–	–	﹤0.01%	1255
2024 Q4	$1.06K	Hold	56	–	–	﹤0.01%	1286
2024 Q3	$1.1K	Hold	56	–	–	﹤0.01%	1253
2024 Q2	$896	Hold	56	–	–	﹤0.01%	1316
2024 Q1	$910	Hold	56	–	–	﹤0.01%	1293
2023 Q4	$858	Buy	+56	New	+$807	﹤0.01%	1332

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 $18.1B AUM 24.63% 1-Year Est. Return

Private Wealth Management Group's UMH Position: Q4 2025 in Review

Private Wealth Management Group sold out of UMH Properties (UMH) in Q4 2025, closing a stake of 56 shares — an estimated $832 sold.

Private Wealth Management Group first reported a position in UMH in Q4 2023 and held it in 8 quarters. The position peaked at $1.1K in Q3 2024. 254 funds tracked by Wall St. Rank hold UMH as of Q4 2025.

Private Wealth Management Group reported no remaining UMH Properties position as of Q4 2025 after selling out during the quarter.
Private Wealth Management Group sold 56 UMH Properties shares in Q4 2025, an estimated $832.
Private Wealth Management Group first reported a position in UMH Properties in Q4 2023 and held it in 8 quarters.
Private Wealth Management Group's UMH Properties position peaked at $1.1K in Q3 2024.
254 funds tracked by Wall St. Rank held UMH Properties as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.