Assetmark, Inc Umh Properties, Inc. Transaction History

Assetmark, Inc

$41.6 Billion
Q2 2025

A detailed history of Assetmark, Inc transactions in Umh Properties, Inc. stock. As of the latest transaction made, Assetmark, Inc holds 253 shares of UMH stock, worth $3,660. This represents 0.0% of its overall portfolio holdings.

Number of Shares

253

Holding current value

$3,660

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	BUY	$16.36 - $18.82 $4,139 - $4,761	253 New	253 $4,000
Q4 2023 Feb 09, 2024	BUY	$13.41 - $15.56 $227 - $264	17 New	17 $0

Others Institutions Holding UMH

# of Institutions

248

Shares Held

66.2M

Call Options Held

Put Options Held

Vanguard Group Inc Valley Forge, PA

7.91M
Shares

$114 Million
0.0% of portfolio
T. Rowe Price Investment Management, Inc. Baltimore, MD

6.11M
Shares

$88.4 Million
0.06% of portfolio
Capital Research Global Investors Los Angeles, CA

5.47M
Shares

$79.2 Million
0.02% of portfolio
Black Rock Inc. New York, NY

5.24M
Shares

$75.8 Million
0.0% of portfolio
State Street Corp Boston, MA

3.48M
Shares

$50.3 Million
0.0% of portfolio

View Full List

About UMH PROPERTIES, INC.

Ticker UMH
Exchange NYSE
Sector Real Estate
Industry REIT—Residential
Shares Outstandng 55,064,800
Market Cap $797M
Description
UMH Properties, Inc., which was organized in 1968, is a public equity REIT that owns and operates 124 manufactured home communities containing approximately 23,400 developed homesites. These communities are located in New Jersey, New York, Ohio, Pennsylvania, Tennessee, Indiana, Michigan and Maryland. In addition, the Company owns a portfolio of...

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