SIC
UMH

Salem Investment Counselors’s UMH Properties UMH Stock Holding History

Salem Investment Counselors’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
Q2 		– Sell
-100
Closed -$1.87K – 1263
2025
Q1 		$1.87K Hold
100
– – ﹤0.01% 1039
2024
Q4 		$1.89K Buy
+100
New +$1.91K ﹤0.01% 1030

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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Salem Investment Counselors's UMH Position: Q2 2025 in Review

Salem Investment Counselors sold out of UMH Properties (UMH) in Q2 2025, closing a stake of 100 shares — an estimated $1.87K sold.

Salem Investment Counselors first reported a position in UMH in Q4 2024 and held it in 2 quarters. The position peaked at $1.89K in Q4 2024. 235 funds tracked by Wall St. Rank hold UMH as of Q2 2025.

  • Salem Investment Counselors reported no remaining UMH Properties position as of Q2 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 100 UMH Properties shares in Q2 2025, an estimated $1.87K.
  • Salem Investment Counselors first reported a position in UMH Properties in Q4 2024 and held it in 2 quarters.
  • Salem Investment Counselors's UMH Properties position peaked at $1.89K in Q4 2024.
  • 235 funds tracked by Wall St. Rank held UMH Properties as of Q2 2025.

Based on Salem Investment Counselors's 13F filing for Q2 2025, filed 7 Jul 2025.