Verition Fund Management
UMH

Verition Fund Management’s UMH Properties UMH Stock Holding History

Verition Fund Management’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
-24,959
Closed -$467K – 3879
2025
Q1 		$467K Sell
24,959
-25,111
-50% -$457K ﹤0.01% 2622
2024
Q4 		$945K Buy
50,070
+30,547
+156% +$583K ﹤0.01% 2091
2024
Q3 		$384K Buy
+19,523
New +$363K ﹤0.01% 2488
2022
Q1 		– Sell
-240,201
Closed -$6.57M – 3046
2021
Q4 		$6.57M Buy
+240,201
New +$5.79M 0.05% 272

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

Verition Fund Management's UMH Position: Q2 2025 in Review

Verition Fund Management sold out of UMH Properties (UMH) in Q2 2025, closing a stake of 24,959 shares — an estimated $467K sold.

Verition Fund Management first reported a position in UMH in Q4 2021 and held it in 4 quarters. The position peaked at $6.57M in Q4 2021. 234 funds tracked by Wall St. Rank hold UMH as of Q2 2025.

  • Verition Fund Management reported no remaining UMH Properties position as of Q2 2025 after selling out during the quarter.
  • Verition Fund Management sold 24,959 UMH Properties shares in Q2 2025, an estimated $467K.
  • Verition Fund Management first reported a position in UMH Properties in Q4 2021 and held it in 4 quarters.
  • Verition Fund Management's UMH Properties position peaked at $6.57M in Q4 2021.
  • 234 funds tracked by Wall St. Rank held UMH Properties as of Q2 2025.

Based on Verition Fund Management's 13F filing for Q2 2025, filed 14 Aug 2025.