SGI
UMH

Summit Global Investments’s UMH Properties UMH Stock Holding History

Summit Global Investments’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
-16,802
Closed -$282K – 554
2025
Q2 		$282K Sell
16,802
-453
-3% -$7.75K 0.02% 400
2025
Q1 		$323K Buy
17,255
+3,578
+26% +$65.1K 0.02% 360
2024
Q4 		$258K Buy
+13,677
New +$261K 0.02% 465
2023
Q2 		– Sell
-29,900
Closed -$442K – 625
2023
Q1 		$442K Hold
29,900
– – 0.03% 367
2022
Q4 		$481K Hold
29,900
– – 0.04% 318
2022
Q3 		$483K Buy
29,900
+14,000
+88% +$263K 0.04% 318
2022
Q2 		$281K Buy
+15,900
New +$330K 0.02% 410

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

Summit Global Investments's UMH Position: Q3 2025 in Review

Summit Global Investments sold out of UMH Properties (UMH) in Q3 2025, closing a stake of 16,802 shares — an estimated $282K sold.

Summit Global Investments first reported a position in UMH in Q2 2022 and held it in 7 quarters. The position peaked at $483K in Q3 2022. 264 funds tracked by Wall St. Rank hold UMH as of Q3 2025.

  • Summit Global Investments reported no remaining UMH Properties position as of Q3 2025 after selling out during the quarter.
  • Summit Global Investments sold 16,802 UMH Properties shares in Q3 2025, an estimated $282K.
  • Summit Global Investments first reported a position in UMH Properties in Q2 2022 and held it in 7 quarters.
  • Summit Global Investments's UMH Properties position peaked at $483K in Q3 2022.
  • 264 funds tracked by Wall St. Rank held UMH Properties as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.