SO
UMH

Sierra Ocean’s UMH Properties UMH Stock Holding History

Sierra Ocean’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
-70
Closed -$1.18K – 912
2025
Q2 		$1.18K Hold
70
– – ﹤0.01% 871
2025
Q1 		$1.31K Hold
70
– – ﹤0.01% 852
2024
Q4 		$1.32K Buy
+70
New +$1.33K ﹤0.01% 858

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

Sierra Ocean's UMH Position: Q3 2025 in Review

Sierra Ocean sold out of UMH Properties (UMH) in Q3 2025, closing a stake of 70 shares — an estimated $1.18K sold.

Sierra Ocean first reported a position in UMH in Q4 2024 and held it in 3 quarters. The position peaked at $1.32K in Q4 2024. 264 funds tracked by Wall St. Rank hold UMH as of Q3 2025.

  • Sierra Ocean reported no remaining UMH Properties position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 70 UMH Properties shares in Q3 2025, an estimated $1.18K.
  • Sierra Ocean first reported a position in UMH Properties in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's UMH Properties position peaked at $1.32K in Q4 2024.
  • 264 funds tracked by Wall St. Rank held UMH Properties as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.