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Rise Advisors’s UMH Properties UMH Stock Holding History

Rise Advisors’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
-669
Closed -$9.94K – 1350
2025
Q3 		$9.94K Hold
669
– – ﹤0.01% 1000
2025
Q2 		$11.2K Hold
669
– – ﹤0.01% 920
2025
Q1 		$12.5K Buy
+669
New +$12.2K 0.01% 826

Other funds holding UMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Rise Advisors's UMH Position: Q4 2025 in Review

Rise Advisors sold out of UMH Properties (UMH) in Q4 2025, closing a stake of 669 shares — an estimated $9.94K sold.

Rise Advisors first reported a position in UMH in Q1 2025 and held it in 3 quarters. The position peaked at $12.5K in Q1 2025. 255 funds tracked by Wall St. Rank hold UMH as of Q4 2025.

  • Rise Advisors reported no remaining UMH Properties position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 669 UMH Properties shares in Q4 2025, an estimated $9.94K.
  • Rise Advisors first reported a position in UMH Properties in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's UMH Properties position peaked at $12.5K in Q1 2025.
  • 255 funds tracked by Wall St. Rank held UMH Properties as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.