Balyasny Asset Management’s UMH Properties UMH Stock Holding History

Balyasny 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	$207K	Sell	13,681 -27,725	-67%	-$424K	﹤0.01%	2816
2026 Q1	$597K	Sell	41,406 -44,956	-52%	-$696K	﹤0.01%	2287
2025 Q4	$1.37M	Sell	86,362 -55,353	-39%	-$831K	﹤0.01%	2046
2025 Q3	$2.1M	Buy	+141,715	New	+$2.27M	﹤0.01%	1762
2024 Q4	–	Sell	-534,344	Closed	-$10.5M	–	3278
2024 Q3	$10.5M	Buy	+534,344	New	+$9.94M	0.02%	920
2024 Q1	–	Sell	-615,511	Closed	-$9.43M	–	3141
2023 Q4	$9.43M	Buy	615,511 +82,757	+16%	+$1.19M	0.02%	890
2023 Q3	$7.47M	Buy	532,754 +455,541	+590%	+$7M	0.02%	959
2023 Q2	$1.23M	Sell	77,213 -335,977	-81%	-$5.2M	﹤0.01%	1535
2023 Q1	$6.11M	Buy	413,190 +370,726	+873%	+$6.09M	0.02%	998
2022 Q4	$684K	Buy	+42,464	New	+$715K	﹤0.01%	1784
2021 Q4	–	Sell	-98,679	Closed	-$2.26M	–	2614
2021 Q3	$2.26M	Buy	+98,679	New	+$2.3M	0.01%	1086
2018 Q3	–	Sell	-18,824	Closed	-$289K	–	2049
2018 Q2	$289K	Sell	18,824 -227,320	-92%	-$3.2M	﹤0.01%	1535
2018 Q1	$3.3M	Buy	246,144 +215,389	+700%	+$2.8M	0.01%	828
2017 Q4	$458K	Sell	30,755 -1,340	-4%	-$20.4K	﹤0.01%	1584
2017 Q3	$499K	Buy	+32,095	New	+$514K	﹤0.01%	1359

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

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

Balyasny Asset Management reduced its UMH Properties (UMH) stake by 67% in Q2 2026, selling an estimated $424K and leaving 13,681 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #2816.

Balyasny Asset Management first reported a position in UMH in Q3 2017 and has held it in 15 quarters since. The position peaked at $10.5M in Q3 2024. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Balyasny Asset Management held 13,681 shares of UMH Properties worth $207K as of Q2 2026.
Balyasny Asset Management sold 27,725 UMH Properties shares in Q2 2026, an estimated $424K.
UMH Properties made up ﹤0.01% of Balyasny Asset Management's portfolio in Q2 2026, its #2816 holding.
Balyasny Asset Management first reported a position in UMH Properties in Q3 2017 and has held it in 15 quarters since.
Balyasny Asset Management's UMH Properties position peaked at $10.5M in Q3 2024.
258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

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