A
UMH

AlphaQuest’s UMH Properties UMH Stock Holding History

AlphaQuest’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 		– Sell
-70,304
Closed -$1.12M – 1979
2025
Q4 		$1.12M Sell
70,304
-13,317
-16% -$200K 0.06% 393
2025
Q3 		$1.24M Buy
83,621
+81,190
+3,340% +$1.3M 0.08% 343
2025
Q2 		$40.8K Hold
2,431
– – ﹤0.01% 1668
2025
Q1 		$45.5K Sell
2,431
-296
-11% -$5.39K ﹤0.01% 1548
2024
Q4 		$51.5K Buy
2,727
+435
+19% +$8.3K 0.01% 1285
2024
Q3 		$45.1K Sell
2,292
-8,260
-78% -$154K ﹤0.01% 1434
2024
Q2 		$169K Buy
10,552
+8,141
+338% +$127K 0.02% 800
2024
Q1 		$39.2K Buy
+2,411
New +$36.9K 0.01% 960

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
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

AlphaQuest's UMH Position: Q1 2026 in Review

AlphaQuest sold out of UMH Properties (UMH) in Q1 2026, closing a stake of 70,304 shares — an estimated $1.12M sold.

AlphaQuest first reported a position in UMH in Q1 2024 and held it in 8 quarters. The position peaked at $1.24M in Q3 2025. 269 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

  • AlphaQuest reported no remaining UMH Properties position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 70,304 UMH Properties shares in Q1 2026, an estimated $1.12M.
  • AlphaQuest first reported a position in UMH Properties in Q1 2024 and held it in 8 quarters.
  • AlphaQuest's UMH Properties position peaked at $1.24M in Q3 2025.
  • 269 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.