Amalgamated Bank’s UMH Properties UMH Stock Holding History

Amalgamated Bank’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	-2,524	Closed	-$40K	–	2754
2025 Q4	$40K	Buy	2,524 +20	+0.8%	+$300	﹤0.01%	1887
2025 Q3	$37K	Hold	2,504	–	–	﹤0.01%	1932
2025 Q2	$42K	Hold	2,504	–	–	﹤0.01%	1872
2025 Q1	$47K	Buy	2,504 +461	+23%	+$8.39K	﹤0.01%	1805
2024 Q4	$39K	Hold	2,043	–	–	﹤0.01%	1898
2024 Q3	$40K	Hold	2,043	–	–	﹤0.01%	1911
2024 Q2	$33K	Hold	2,043	–	–	﹤0.01%	1962
2024 Q1	$33K	Sell	2,043 -3,460	-63%	-$53K	﹤0.01%	1981
2023 Q4	$84K	Sell	5,503 -187	-3%	-$2.69K	﹤0.01%	2060
2023 Q3	$80K	Hold	5,690	–	–	﹤0.01%	2078
2023 Q2	$91K	Sell	5,690 -1,186	-17%	-$18.4K	﹤0.01%	2095
2023 Q1	$102K	Sell	6,876 -774	-10%	-$12.7K	﹤0.01%	2050
2022 Q4	$123K	Hold	7,650	–	–	﹤0.01%	2053
2022 Q3	$124K	Buy	7,650 +104	+1%	+$1.95K	﹤0.01%	2057
2022 Q2	$133K	Buy	7,546 +893	+13%	+$18.6K	﹤0.01%	2055
2022 Q1	$164K	Buy	+6,653	New	+$160K	﹤0.01%	2019

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 $2.3T AUM 54.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Amalgamated Bank's UMH Position: Q1 2026 in Review

Amalgamated Bank sold out of UMH Properties (UMH) in Q1 2026, closing a stake of 2,524 shares — an estimated $40K sold.

Amalgamated Bank first reported a position in UMH in Q1 2022 and held it in 16 quarters. The position peaked at $164K in Q1 2022. 269 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

Amalgamated Bank reported no remaining UMH Properties position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 2,524 UMH Properties shares in Q1 2026, an estimated $40K.
Amalgamated Bank first reported a position in UMH Properties in Q1 2022 and held it in 16 quarters.
Amalgamated Bank's UMH Properties position peaked at $164K in Q1 2022.
269 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.