Bank of America
UMH

Bank of America’s UMH Properties UMH Stock Holding History

Bank of America’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 		$14.8M Sell
1,026,424
-68,501
-6% -$1.06M ﹤0.01% 2634
2025
Q4 		$17.4M Buy
1,094,925
+29,036
+3% +$436K ﹤0.01% 2413
2025
Q3 		$15.8M Sell
1,065,889
-123,363
-10% -$1.97M ﹤0.01% 2831
2025
Q2 		$20M Buy
1,189,252
+91,202
+8% +$1.56M ﹤0.01% 2556
2025
Q1 		$20.5M Sell
1,098,050
-46,027
-4% -$838K ﹤0.01% 2407
2024
Q4 		$21.6M Buy
1,144,077
+7,831
+0.7% +$149K ﹤0.01% 2234
2024
Q3 		$22.3M Sell
1,136,246
-18,949
-2% -$353K ﹤0.01% 2296
2024
Q2 		$18.5M Buy
1,155,195
+10,612
+0.9% +$165K ﹤0.01% 2331
2024
Q1 		$18.6M Sell
1,144,583
-30,969
-3% -$474K ﹤0.01% 2364
2023
Q4 		$18M Sell
1,175,552
-11,225
-0.9% -$162K ﹤0.01% 2264
2023
Q3 		$16.6M Sell
1,186,777
-1,551
-0.1% -$23.8K ﹤0.01% 2227
2023
Q2 		$19M Buy
1,188,328
+965,350
+433% +$14.9M ﹤0.01% 2099
2023
Q1 		$3.3M Buy
222,978
+117,309
+111% +$1.93M ﹤0.01% 3923
2022
Q4 		$1.7M Buy
105,669
+59,324
+128% +$998K ﹤0.01% 4401
2022
Q3 		$748K Sell
46,345
-22,154
-32% -$416K ﹤0.01% 5092
2022
Q2 		$1.21M Buy
68,499
+42,413
+163% +$882K ﹤0.01% 4751
2022
Q1 		$641K Buy
26,086
+966
+4% +$23.2K ﹤0.01% 5644
2021
Q4 		$687K Buy
25,120
+13,309
+113% +$321K ﹤0.01% 5604
2021
Q3 		$271K Buy
11,811
+1,500
+15% +$35K ﹤0.01% 6088
2021
Q2 		$224K Sell
10,311
-50,002
-83% -$1.07M ﹤0.01% 6019
2021
Q1 		$1.16M Buy
60,313
+21,260
+54% +$358K ﹤0.01% 4712
2020
Q4 		$579K Buy
39,053
+23,245
+147% +$338K ﹤0.01% 4914
2020
Q3 		$214K Buy
15,808
+2,752
+21% +$36.7K ﹤0.01% 5257
2020
Q2 		$168K Buy
13,056
+8,470
+185% +$102K ﹤0.01% 5358
2020
Q1 		$50K Sell
4,586
-10,480
-70% -$152K ﹤0.01% 5874
2019
Q4 		$237K Sell
15,066
-8,670
-37% -$131K ﹤0.01% 5529
2019
Q3 		$334K Buy
23,736
+6,968
+42% +$90.3K ﹤0.01% 5347
2019
Q2 		$208K Buy
16,768
+4,926
+42% +$66.3K ﹤0.01% 5615
2019
Q1 		$167K Sell
11,842
-7,312
-38% -$98.1K ﹤0.01% 5612
2018
Q4 		$226K Buy
19,154
+11,088
+137% +$150K ﹤0.01% 5439
2018
Q3 		$126K Sell
8,066
-669
-8% -$10.5K ﹤0.01% 5765
2018
Q2 		$134K Sell
8,735
-5,425
-38% -$76.4K ﹤0.01% 5643
2018
Q1 		$190K Buy
14,160
+3,343
+31% +$43.5K ﹤0.01% 5398
2017
Q4 		$160K Sell
10,817
-2,836
-21% -$43.2K ﹤0.01% 5512
2017
Q3 		$213K Buy
13,653
+8,970
+192% +$144K ﹤0.01% 5354
2017
Q2 		$80K Sell
4,683
-8,423
-64% -$139K ﹤0.01% 5689
2017
Q1 		$199K Buy
13,106
+4,613
+54% +$67.2K ﹤0.01% 5319
2016
Q4 		$128K Buy
8,493
+2,652
+45% +$34K ﹤0.01% 5519
2016
Q3 		$70K Sell
5,841
-467
-7% -$5.64K ﹤0.01% 5589
2016
Q2 		$71K Buy
6,308
+1,242
+25% +$12.6K ﹤0.01% 5691
2016
Q1 		$50K Sell
5,066
-4,363
-46% -$42K ﹤0.01% 5794
2015
Q4 		$95K Sell
9,429
-121
-1% -$1.19K ﹤0.01% 5748
2015
Q3 		$89K Sell
9,550
-602
-6% -$5.73K ﹤0.01% 5716
2015
Q2 		$99K Buy
10,152
+351
+4% +$3.51K ﹤0.01% 5591
2015
Q1 		$99K Hold
9,801
– – ﹤0.01% 5320
2014
Q4 		$93K Sell
9,801
-309
-3% -$2.98K ﹤0.01% 5940
2014
Q3 		$96K Sell
10,110
-141
-1% -$1.41K ﹤0.01% 6044
2014
Q2 		$103K Sell
10,251
-1,004
-9% -$9.9K ﹤0.01% 6120
2014
Q1 		$110K Sell
11,255
-155
-1% -$1.46K ﹤0.01% 5921
2013
Q4 		$108K Sell
11,410
-11,082
-49% -$108K ﹤0.01% 6069
2013
Q3 		$223K Sell
22,492
-3,878
-15% -$39.8K ﹤0.01% 5364
2013
Q2 		$271K Buy
+26,370
New +$284K ﹤0.01% 5328

Other funds holding UMH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Bank of America's UMH Position: Q1 2026 in Review

Bank of America reduced its UMH Properties (UMH) stake by 6.3% in Q1 2026, selling an estimated $1.06M and leaving 1,026,424 shares worth $14.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2634.

Bank of America first reported a position in UMH in Q2 2013 and has held it in 52 quarters since. The position peaked at $22.3M in Q3 2024. 269 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

  • Bank of America held 1,026,424 shares of UMH Properties worth $14.8M as of Q1 2026.
  • Bank of America sold 68,501 UMH Properties shares in Q1 2026, an estimated $1.06M.
  • UMH Properties made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2634 holding.
  • Bank of America first reported a position in UMH Properties in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's UMH Properties position peaked at $22.3M in Q3 2024.
  • 269 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.