First Eagle Investment’s UMH Holdings & Trades

First Buy
Q3 2024
Duration Held
5 Quarters
Largest Add
Q3 2024
+197,493 Shares
Current Position
670,419 Shares
$9.96 M Value

First Eagle Investment's UMH Position Overview

First Eagle Investment (via First Eagle Investment Management, LLC) currently holds 670,419 shares of UMH Properties, Inc. (UMH) worth $9.96 M, representing 0.02% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 5 quarters.

Based on 13F filings, First Eagle Investment has maintained this position in UMH for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2025, adding 184,600 shares.

Analysis based on 13F filings available since 2013 Q2

First Eagle Investment's UMH Properties (UMH) Holding Value Over Time

Track share changes against reported price movement

Quarterly UMH Properties (UMH) Trades by First Eagle Investment

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2024 +197,493 New Buy 197,493 $19.67
Q4 2024 +178,426 Add 90.35% 375,919 $18.88
Q1 2025 +184,600 Add 49.11% 560,519 $18.70
Q2 2025 +33,500 Add 5.98% 594,019 $16.79
Q3 2025 +76,400 Add 12.86% 670,419 $14.85

First Eagle Investment's UMH Properties Investment FAQs

First Eagle Investment first purchased UMH Properties, Inc. (UMH) in Q3 2024, acquiring 197,493 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

First Eagle Investment has held UMH Properties, Inc. (UMH) for 5 quarters since Q3 2024.

First Eagle Investment's largest addition to UMH Properties, Inc. (UMH) was in Q3 2024, adding 197,493 shares worth $3.88 M.

According to the latest 13F filing for Q3 2025, First Eagle Investment's firm, First Eagle Investment Management, LLC, owns 670,419 shares of UMH Properties, Inc. (UMH), valued at approximately $9.96 M.

As of the Q3 2025 filing, UMH Properties, Inc. (UMH) represents approximately 0.02% of First Eagle Investment's publicly disclosed stock portfolio, making it one of their key holdings.

First Eagle Investment's peak holding in UMH Properties, Inc. (UMH) was 670,419 shares, as reported at the end of Q3 2025.