Arrowstreet Capital’s UMH Properties UMH Stock Holding History

Arrowstreet Capital’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	$2.49M	Buy	+164,256	New	+$2.51M	﹤0.01%	1479
2024 Q4	–	Sell	-128,573	Closed	-$2.53M	–	1991
2024 Q3	$2.53M	Buy	+128,573	New	+$2.39M	﹤0.01%	1172
2024 Q2	–	Sell	-19,358	Closed	-$314K	–	1782
2024 Q1	$314K	Buy	+19,358	New	+$296K	﹤0.01%	1525
2021 Q4	–	Sell	-135,467	Closed	-$3.1M	–	1740
2021 Q3	$3.1M	Sell	135,467 -319,699	-70%	-$7.46M	﹤0.01%	1048
2021 Q2	$9.93M	Buy	455,166 +340,239	+296%	+$7.25M	0.01%	848
2021 Q1	$2.2M	Buy	+114,927	New	+$1.94M	﹤0.01%	1536
2020 Q4	–	Sell	-52,014	Closed	-$704K	–	2548
2020 Q3	$704K	Sell	52,014 -46,917	-47%	-$626K	﹤0.01%	1916
2020 Q2	$1.28M	Buy	98,931 +81,583	+470%	+$986K	﹤0.01%	1676
2020 Q1	$188K	Buy	+17,348	New	+$252K	﹤0.01%	1739
2017 Q2	–	Sell	-10,900	Closed	-$166K	–	1343
2017 Q1	$166K	Buy	+10,900	New	+$159K	﹤0.01%	1211

Other funds holding UMH

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Arrowstreet Capital's UMH Position: Q2 2026 in Review

Arrowstreet Capital opened a new position in UMH Properties (UMH) in Q2 2026: 164,256 shares worth $2.49M. The stake represents ﹤0.01% of the portfolio and ranks #1479 among its holdings. This is a return to the name: Arrowstreet Capital previously reported a position in UMH as recently as Q3 2024.

Arrowstreet Capital first reported a position in UMH in Q1 2017 and has held it in 10 quarters since. The position peaked at $9.93M in Q2 2021. 259 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Arrowstreet Capital held 164,256 shares of UMH Properties worth $2.49M as of Q2 2026.
UMH Properties was a new Arrowstreet Capital position in Q2 2026.
UMH Properties made up ﹤0.01% of Arrowstreet Capital's portfolio in Q2 2026, its #1479 holding.
Arrowstreet Capital first reported a position in UMH Properties in Q1 2017 and has held it in 10 quarters since.
Arrowstreet Capital's UMH Properties position peaked at $9.93M in Q2 2021.
259 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Arrowstreet Capital's 13F filing for Q2 2026, filed 13 Aug 2026.