QT
UMH

Quantbot Technologies’s UMH Properties UMH Stock Holding History

Quantbot Technologies’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
2026
Q1 		– Sell
-31,157
Closed -$496K – 2179
2025
Q4 		$496K Sell
31,157
-22,066
-41% -$331K 0.02% 944
2025
Q3 		$790K Buy
53,223
+50,115
+1,612% +$802K 0.02% 847
2025
Q2 		$52.2K Buy
+3,108
New +$53.2K ﹤0.01% 1481
2024
Q4 		– Sell
-50,183
Closed -$987K – 1848
2024
Q3 		$987K Buy
50,183
+37,558
+297% +$699K 0.04% 629
2024
Q2 		$202K Buy
+12,625
New +$197K 0.01% 964
2024
Q1 		– Sell
-23,004
Closed -$352K – 1972
2023
Q4 		$352K Buy
23,004
+966
+4% +$13.9K 0.02% 846
2023
Q3 		$309K Sell
22,038
-6,245
-22% -$96K 0.02% 777
2023
Q2 		$452K Buy
28,283
+6,574
+30% +$102K 0.03% 706
2023
Q1 		$321K Buy
21,709
+20,737
+2,133% +$341K 0.02% 748
2022
Q4 		$15.6K Sell
972
-2,567
-73% -$43.2K ﹤0.01% 1473
2022
Q3 		$57K Buy
3,539
+139
+4% +$2.61K ﹤0.01% 1224
2022
Q2 		$60K Buy
3,400
+3,200
+1,600% +$66.5K 0.01% 1267
2022
Q1 		$4K Sell
200
-2,800
-93% -$67.2K ﹤0.01% 1553
2021
Q4 		$81K Buy
+3,000
New +$72.3K 0.01% 921
2021
Q3 		– Sell
-4,800
Closed -$104K – 1924
2021
Q2 		$104K Buy
+4,800
New +$102K 0.01% 904

Other funds holding UMH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return