VA
UMH

Vident Advisory’s UMH Properties UMH Stock Holding History

Vident Advisory’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
Q1 		– Sell
-11,905
Closed -$225K – 1634
2024
Q4 		$225K Sell
11,905
-8,608
-42% -$164K ﹤0.01% 1291
2024
Q3 		$403K Sell
20,513
-736
-3% -$13.7K 0.01% 1032
2024
Q2 		$340K Sell
21,249
-4,390
-17% -$68.3K 0.01% 1075
2024
Q1 		$416K Buy
25,639
+7,352
+40% +$113K 0.01% 894
2023
Q4 		$280K Sell
18,287
-311
-2% -$4.48K 0.01% 1033
2023
Q3 		$261K Buy
+18,598
New +$286K 0.01% 990

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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vident Advisory's UMH Position: Q1 2025 in Review

Vident Advisory sold out of UMH Properties (UMH) in Q1 2025, closing a stake of 11,905 shares — an estimated $225K sold.

Vident Advisory first reported a position in UMH in Q3 2023 and held it in 6 quarters. The position peaked at $416K in Q1 2024. 239 funds tracked by Wall St. Rank hold UMH as of Q1 2025.

  • Vident Advisory reported no remaining UMH Properties position as of Q1 2025 after selling out during the quarter.
  • Vident Advisory sold 11,905 UMH Properties shares in Q1 2025, an estimated $225K.
  • Vident Advisory first reported a position in UMH Properties in Q3 2023 and held it in 6 quarters.
  • Vident Advisory's UMH Properties position peaked at $416K in Q1 2024.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q1 2025.

Based on Vident Advisory's 13F filing for Q1 2025, filed 15 May 2025.