RI
UMH

Ridgewood Investments’s UMH Properties UMH Stock Holding History

Ridgewood Investments’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
Q3 		– Sell
-4,497
Closed -$75.5K – 656
2025
Q2 		$75.5K Buy
4,497
+15
+0.3% +$257 0.03% 281
2025
Q1 		$83.8K Buy
4,482
+12
+0.3% +$218 0.04% 259
2024
Q4 		$84.4K Buy
4,470
+11
+0.2% +$210 0.04% 253
2024
Q3 		$87.7K Buy
4,459
+11
+0.2% +$205 0.04% 248
2024
Q2 		$71.1K Buy
+4,448
New +$69.2K 0.04% 272
2023
Q3 		– Sell
-4,894
Closed -$78.2K – 727
2023
Q2 		$78.2K Buy
4,894
+12
+0.2% +$186 0.04% 269
2023
Q1 		$72.2K Buy
+4,882
New +$80.2K 0.04% 286
2021
Q2 		– Sell
-18,309
Closed -$351K – 207
2021
Q1 		$351K Sell
18,309
-238
-1% -$4.01K 0.22% 134
2020
Q4 		$251K Hold
18,547
– – 0.2% 135
2020
Q3 		$251K Buy
18,547
+12
+0.1% +$160 0.2% 136
2020
Q2 		$240K Buy
18,535
+12
+0.1% +$145 0.2% 137
2020
Q1 		$201K Buy
18,523
+13
+0.1% +$189 0.2% 138
2019
Q4 		$291K Buy
18,510
+9
+0% +$136 0.21% 137
2019
Q3 		$260K Buy
18,501
+10
+0.1% +$130 0.2% 140
2019
Q2 		$229K Buy
18,491
+11
+0.1% +$148 0.18% 152
2019
Q1 		$260K Sell
18,480
-861
-4% -$11.5K 0.21% 140
2018
Q4 		$303K Hold
19,341
– – 0.24% 122
2018
Q3 		$303K Sell
19,341
-192
-1% -$3.02K 0.24% 123
2018
Q2 		$300K Buy
19,533
+10
+0.1% +$141 0.27% 114
2018
Q1 		$262K Buy
19,523
+10
+0.1% +$130 0.24% 116
2017
Q4 		$291K Sell
19,513
-17
-0.1% -$259 0.26% 110
2017
Q3 		$304K Buy
19,530
+8
+0% +$128 0.29% 101
2017
Q2 		$333K Sell
19,522
-1,792
-8% -$29.5K 0.33% 92
2017
Q1 		$324K Sell
21,314
-1,184
-5% -$17.2K 0.35% 85
2016
Q4 		$338K Buy
+22,498
New +$288K 0.4% 68

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Ridgewood Investments's UMH Position: Q3 2025 in Review

Ridgewood Investments sold out of UMH Properties (UMH) in Q3 2025, closing a stake of 4,497 shares — an estimated $75.5K sold.

Ridgewood Investments first reported a position in UMH in Q4 2016 and held it in 25 quarters. The position peaked at $351K in Q1 2021. 264 funds tracked by Wall St. Rank hold UMH as of Q3 2025.

  • Ridgewood Investments reported no remaining UMH Properties position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 4,497 UMH Properties shares in Q3 2025, an estimated $75.5K.
  • Ridgewood Investments first reported a position in UMH Properties in Q4 2016 and held it in 25 quarters.
  • Ridgewood Investments's UMH Properties position peaked at $351K in Q1 2021.
  • 264 funds tracked by Wall St. Rank held UMH Properties as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.