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UMH Properties shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of UMH Properties (UMH) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in UMH Properties

Tip: Access up to 7 years of quarterly data

All positions including UMH Properties held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UMH Properties by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $411k 28k 14.85
2025-06-30 $496k 30k 16.79
2025-03-31 $543k 29k 18.70
2024-12-31 $570k 30k 18.88
2024-09-30 $614k 31k 19.67

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View all positions for Concurrent Investment Advisors

Top funds holding UMH Properties

Vanguard Group
BlackRock
T. Rowe Price Investment Management
Capital Research Global Investors
State Street Corporation
FMR
American Century Companies
Geode Capital Management
Private Management Group
William Blair Investment Management
Copeland Capital Management
Jennison Associates
D.A. Davidson & Co.
Charles Schwab Investment Management
Dimensional Fund Advisors

View all funds holding UMH Properties