Allianz Asset Management
UMH icon

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
Q2 		– Sell
-12,229
Closed -$176K – 2243
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Allianz Asset Management's UMH Position: Q2 2026 in Review

Allianz Asset Management sold out of UMH Properties (UMH) in Q2 2026, closing a stake of 12,229 shares — an estimated $176K sold.

Allianz Asset Management first reported a position in UMH in Q1 2017 and held it in 8 quarters. The position peaked at $788K in Q1 2025. 259 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Allianz Asset Management reported no remaining UMH Properties position as of Q2 2026 after selling out during the quarter.
  • Allianz Asset Management sold 12,229 UMH Properties shares in Q2 2026, an estimated $176K.
  • Allianz Asset Management first reported a position in UMH Properties in Q1 2017 and held it in 8 quarters.
  • Allianz Asset Management's UMH Properties position peaked at $788K in Q1 2025.
  • 259 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Allianz Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.