SC
UMH

Stephens Consulting’s UMH Properties UMH Stock Holding History

Stephens Consulting’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
-20
Closed -$374 – 1971
2025
Q1 		$374 Buy
+20
New +$364 ﹤0.01% 1176

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

Stephens Consulting's UMH Position: Q2 2025 in Review

Stephens Consulting sold out of UMH Properties (UMH) in Q2 2025, closing a stake of 20 shares — an estimated $374 sold.

Stephens Consulting first reported a position in UMH in Q1 2025 and held it in 1 quarter. The position peaked at $374 in Q1 2025. 234 funds tracked by Wall St. Rank hold UMH as of Q2 2025.

  • Stephens Consulting reported no remaining UMH Properties position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 20 UMH Properties shares in Q2 2025, an estimated $374.
  • Stephens Consulting first reported a position in UMH Properties in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's UMH Properties position peaked at $374 in Q1 2025.
  • 234 funds tracked by Wall St. Rank held UMH Properties as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.