Thrivent Financial for Lutherans’s UMH Properties UMH Stock Holding History

Thrivent Financial for Lutherans’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
2026 Q1	$447K	Buy	30,997 +3,842	+14%	+$59.5K	﹤0.01%	2264
2025 Q4	$432K	Buy	+27,155	New	+$408K	﹤0.01%	2304
2025 Q2	–	Sell	-28,517	Closed	-$533K	–	2579
2025 Q1	$533K	Buy	+28,517	New	+$519K	﹤0.01%	2046
2022 Q3	–	Sell	-66,017	Closed	-$1.17M	–	2476
2022 Q2	$1.17M	Sell	66,017 -31,093	-32%	-$646K	﹤0.01%	1603
2022 Q1	$2.39M	Hold	97,110	–	–	﹤0.01%	1217
2021 Q4	$2.65M	Buy	97,110 +27,557	+40%	+$664K	0.01%	1211
2021 Q3	$1.59M	Buy	69,553 +35,441	+104%	+$827K	﹤0.01%	1517
2021 Q2	$744K	Sell	34,112 -7,856	-19%	-$167K	﹤0.01%	2012
2021 Q1	$804K	Sell	41,968 -20,201	-32%	-$340K	﹤0.01%	2000
2020 Q4	$920K	Hold	62,169	–	–	﹤0.01%	1803
2020 Q3	$842K	Buy	62,169 +1,409	+2%	+$18.8K	﹤0.01%	1671
2020 Q2	$785K	Hold	60,760	–	–	﹤0.01%	1658
2020 Q1	$659K	Hold	60,760	–	–	﹤0.01%	1564
2019 Q4	$956K	Buy	60,760 +7,354	+14%	+$111K	﹤0.01%	1519
2019 Q3	$752K	Hold	53,406	–	–	﹤0.01%	1600
2019 Q2	$663K	Hold	53,406	–	–	﹤0.01%	1655
2019 Q1	$752K	Buy	53,406 +38,493	+258%	+$516K	﹤0.01%	1554
2018 Q4	$177K	Buy	+14,913	New	+$202K	﹤0.01%	1944
2016 Q1	–	Sell	-88,391	Closed	-$894K	–	2027
2015 Q4	$894K	Buy	+88,391	New	+$871K	﹤0.01%	1105

Other funds holding UMH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Thrivent Financial for Lutherans's UMH Position: Q1 2026 in Review

Thrivent Financial for Lutherans increased its UMH Properties (UMH) stake by 14% in Q1 2026, buying an estimated $59.5K and bringing the position to 30,997 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #2264.

Thrivent Financial for Lutherans first reported a position in UMH in Q4 2015 and has held it in 19 quarters since. The position peaked at $2.65M in Q4 2021. 268 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

Thrivent Financial for Lutherans held 30,997 shares of UMH Properties worth $447K as of Q1 2026.
Thrivent Financial for Lutherans bought 3,842 UMH Properties shares in Q1 2026, an estimated $59.5K.
UMH Properties made up ﹤0.01% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #2264 holding.
Thrivent Financial for Lutherans first reported a position in UMH Properties in Q4 2015 and has held it in 19 quarters since.
Thrivent Financial for Lutherans's UMH Properties position peaked at $2.65M in Q4 2021.
268 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.