Allianz Asset Management’s UMH Properties UMH Stock Holding History

Allianz Asset 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
2026 Q1	$176K	Buy	12,229 +156	+1%	+$2.42K	﹤0.01%	1948
2025 Q4	$192K	Sell	12,073 -1,621	-12%	-$24.3K	﹤0.01%	1942
2025 Q3	$203K	Sell	13,694 -30,768	-69%	-$493K	﹤0.01%	1954
2025 Q2	$747K	Buy	44,462 +2,341	+6%	+$40.1K	﹤0.01%	1735
2025 Q1	$788K	Buy	+42,121	New	+$767K	﹤0.01%	1743
2017 Q4	–	Sell	-46,005	Closed	-$715K	–	2747
2017 Q3	$715K	Buy	46,005 +1,270	+3%	+$20.3K	﹤0.01%	2335
2017 Q2	$763K	Sell	44,735 -760	-2%	-$12.5K	﹤0.01%	2305
2017 Q1	$692K	Buy	+45,495	New	+$663K	﹤0.01%	2337

Other funds holding UMH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Allianz Asset Management's UMH Position: Q1 2026 in Review

Allianz Asset Management increased its UMH Properties (UMH) stake by 1.3% in Q1 2026, buying an estimated $2.42K and bringing the position to 12,229 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #1948.

Allianz Asset Management first reported a position in UMH in Q1 2017 and has held it in 8 quarters since. The position peaked at $788K in Q1 2025. 269 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

Allianz Asset Management held 12,229 shares of UMH Properties worth $176K as of Q1 2026.
Allianz Asset Management bought 156 UMH Properties shares in Q1 2026, an estimated $2.42K.
UMH Properties made up ﹤0.01% of Allianz Asset Management's portfolio in Q1 2026, its #1948 holding.
Allianz Asset Management first reported a position in UMH Properties in Q1 2017 and has held it in 8 quarters since.
Allianz Asset Management's UMH Properties position peaked at $788K in Q1 2025.
269 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

Based on Allianz Asset Management's 13F filing for Q1 2026, filed 11 May 2026.