SOW
UMH

State of Wyoming’s UMH Properties UMH Stock Holding History

State of Wyoming’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
-8,183
Closed -$122K – 2099
2025
Q3 		$122K Buy
+8,183
New +$131K 0.01% 1234
2025
Q2 		– Sell
-15,243
Closed -$285K – 2120
2025
Q1 		$285K Sell
15,243
-12,903
-46% -$235K 0.04% 581
2024
Q4 		$531K Buy
28,146
+19,880
+241% +$379K 0.07% 234
2024
Q3 		$163K Buy
+8,266
New +$154K 0.02% 838
2024
Q1 		– Sell
-5,435
Closed -$83.3K – 1830
2023
Q4 		$83.3K Sell
5,435
-5,923
-52% -$85.3K 0.02% 1122
2023
Q3 		$159K Buy
+11,358
New +$175K 0.03% 611
2022
Q3 		– Sell
-3,248
Closed -$57K – 1952
2022
Q2 		$57K Buy
3,248
+1,877
+137% +$39K 0.04% 851
2022
Q1 		$34K Sell
1,371
-4,249
-76% -$102K 0.02% 1260
2021
Q4 		$154K Buy
+5,620
New +$135K 0.07% 343

Other funds holding UMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return