Amundi
UMH

Amundi’s UMH Properties UMH Stock Holding History

Amundi’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 		$679K Sell
44,822
-15,725
-26% -$241K ﹤0.01% 1534
2026
Q1 		$874K Buy
60,547
+18,960
+46% +$293K ﹤0.01% 1331
2025
Q4 		$662K Buy
41,587
+69
+0.2% +$1.04K ﹤0.01% 1376
2025
Q3 		$590K Buy
41,518
+5,025
+14% +$80.4K ﹤0.01% 1281
2025
Q2 		$626K Sell
36,493
-4,927
-12% -$84.3K ﹤0.01% 1318
2025
Q1 		$778K Buy
41,420
+5,590
+16% +$102K ﹤0.01% 1390
2024
Q4 		$654K Sell
35,830
-346
-1% -$6.6K ﹤0.01% 1504
2024
Q3 		$674K Buy
+36,176
New +$673K ﹤0.01% 1369

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 $3.37T AUM 44.26% 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

Amundi's UMH Position: Q2 2026 in Review

Amundi reduced its UMH Properties (UMH) stake by 26% in Q2 2026, selling an estimated $241K and leaving 44,822 shares worth $679K. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

Amundi first reported a position in UMH in Q3 2024 and has held it in 8 quarters since. The position peaked at $874K in Q1 2026. 260 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Amundi held 44,822 shares of UMH Properties worth $679K as of Q2 2026.
  • Amundi sold 15,725 UMH Properties shares in Q2 2026, an estimated $241K.
  • UMH Properties made up ﹤0.01% of Amundi's portfolio in Q2 2026, its #1534 holding.
  • Amundi first reported a position in UMH Properties in Q3 2024 and has held it in 8 quarters since.
  • Amundi's UMH Properties position peaked at $874K in Q1 2026.
  • 260 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Amundi's 13F filing for Q2 2026, filed 11 Aug 2026.