Bank of New York Mellon’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.21M | Buy |
476,378
+54,454
| +13% | +$833K | ﹤0.01% | 2211 |
|
|
2026
Q1 | $6.09M | Sell |
421,924
-9,551
| -2% | -$148K | ﹤0.01% | 2201 |
|
|
2025
Q4 | $6.86M | Buy |
431,475
+82,900
| +24% | +$1.24M | ﹤0.01% | 2140 |
|
|
2025
Q3 | $5.18M | Sell |
348,575
-12,400
| -3% | -$199K | ﹤0.01% | 2292 |
|
|
2025
Q2 | $6.06M | Buy |
360,975
+19,430
| +6% | +$332K | ﹤0.01% | 2163 |
|
|
2025
Q1 | $6.39M | Sell |
341,545
-4,788
| -1% | -$87.2K | ﹤0.01% | 2085 |
|
|
2024
Q4 | $6.54M | Buy |
346,333
+27,983
| +9% | +$534K | ﹤0.01% | 2153 |
|
|
2024
Q3 | $6.26M | Sell |
318,350
-70,511
| -18% | -$1.31M | ﹤0.01% | 2182 |
|
|
2024
Q2 | $6.22M | Buy |
388,861
+34,249
| +10% | +$533K | ﹤0.01% | 2214 |
|
|
2024
Q1 | $5.76M | Sell |
354,612
-9,187
| -3% | -$141K | ﹤0.01% | 2258 |
|
|
2023
Q4 | $5.57M | Buy |
363,799
+20,252
| +6% | +$292K | ﹤0.01% | 2305 |
|
|
2023
Q3 | $4.82M | Buy |
343,547
+1,896
| +0.6% | +$29.2K | ﹤0.01% | 2338 |
|
|
2023
Q2 | $5.46M | Buy |
341,651
+24,362
| +8% | +$377K | ﹤0.01% | 2280 |
|
|
2023
Q1 | $4.69M | Sell |
317,289
-903
| -0.3% | -$14.8K | ﹤0.01% | 2334 |
|
|
2022
Q4 | $5.12M | Sell |
318,192
-36,716
| -10% | -$618K | ﹤0.01% | 2320 |
|
|
2022
Q3 | $5.73M | Buy |
354,908
+2,760
| +0.8% | +$51.8K | ﹤0.01% | 2225 |
|
|
2022
Q2 | $6.22M | Sell |
352,148
-21,837
| -6% | -$454K | ﹤0.01% | 2202 |
|
|
2022
Q1 | $9.2M | Buy |
373,985
+18,507
| +5% | +$444K | ﹤0.01% | 2109 |
|
|
2021
Q4 | $9.71M | Sell |
355,478
-25,450
| -7% | -$613K | ﹤0.01% | 2119 |
|
|
2021
Q3 | $8.72M | Buy |
380,928
+35,270
| +10% | +$823K | ﹤0.01% | 2203 |
|
|
2021
Q2 | $7.54M | Sell |
345,658
-6,369
| -2% | -$136K | ﹤0.01% | 2283 |
|
|
2021
Q1 | $6.75M | Buy |
352,027
+1,723
| +0.5% | +$29K | ﹤0.01% | 2301 |
|
|
2020
Q4 | $5.19M | Buy |
350,304
+28,862
| +9% | +$419K | ﹤0.01% | 2341 |
|
|
2020
Q3 | $4.35M | Sell |
321,442
-7,297
| -2% | -$97.3K | ﹤0.01% | 2293 |
|
|
2020
Q2 | $4.25M | Sell |
328,739
-11,904
| -3% | -$144K | ﹤0.01% | 2279 |
|
|
2020
Q1 | $3.7M | Buy |
340,643
+28,487
| +9% | +$414K | ﹤0.01% | 2231 |
|
|
2019
Q4 | $4.91M | Buy |
312,156
+71,236
| +30% | +$1.07M | ﹤0.01% | 2354 |
|
|
2019
Q3 | $3.39M | Buy |
240,920
+2,306
| +1% | +$29.9K | ﹤0.01% | 2469 |
|
|
2019
Q2 | $2.96M | Sell |
238,614
-6,015
| -2% | -$81K | ﹤0.01% | 2594 |
|
|
2019
Q1 | $3.44M | Buy |
244,629
+6,548
| +3% | +$87.8K | ﹤0.01% | 2510 |
|
|
2018
Q4 | $2.82M | Buy |
238,081
+14,658
| +7% | +$199K | ﹤0.01% | 2573 |
|
|
2018
Q3 | $3.49M | Sell |
223,423
-33,095
| -13% | -$520K | ﹤0.01% | 2564 |
|
|
2018
Q2 | $3.94M | Buy |
256,518
+20,482
| +9% | +$289K | ﹤0.01% | 2513 |
|
|
2018
Q1 | $3.17M | Sell |
236,036
-8,558
| -3% | -$111K | ﹤0.01% | 2567 |
|
|
2017
Q4 | $3.64M | Sell |
244,594
-8,275
| -3% | -$126K | ﹤0.01% | 2505 |
|
|
2017
Q3 | $3.93M | Sell |
252,869
-33,357
| -12% | -$534K | ﹤0.01% | 2457 |
|
|
2017
Q2 | $4.88M | Buy |
286,226
+61,719
| +27% | +$1.02M | ﹤0.01% | 2339 |
|
|
2017
Q1 | $3.41M | Buy |
224,507
+10,008
| +5% | +$146K | ﹤0.01% | 2530 |
|
|
2016
Q4 | $3.23M | Sell |
214,499
-91
| -0% | -$1.17K | ﹤0.01% | 2573 |
|
|
2016
Q3 | $2.56M | Buy |
214,590
+10,537
| +5% | +$127K | ﹤0.01% | 2614 |
|
|
2016
Q2 | $2.29M | Buy |
204,053
+41,662
| +26% | +$421K | ﹤0.01% | 2630 |
|
|
2016
Q1 | $1.61M | Sell |
162,391
-7,912
| -5% | -$76.2K | ﹤0.01% | 2781 |
|
|
2015
Q4 | $1.72M | Sell |
170,303
-5,342
| -3% | -$52.6K | ﹤0.01% | 2811 |
|
|
2015
Q3 | $1.63M | Sell |
175,645
-20,164
| -10% | -$192K | ﹤0.01% | 2864 |
|
|
2015
Q2 | $1.92M | Buy |
195,809
+10,505
| +6% | +$105K | ﹤0.01% | 2938 |
|
|
2015
Q1 | $1.87M | Buy |
185,304
+10,184
| +6% | +$98.5K | ﹤0.01% | 2922 |
|
|
2014
Q4 | $1.67M | Buy |
175,120
+9,520
| +6% | +$91.7K | ﹤0.01% | 2984 |
|
|
2014
Q3 | $1.57M | Buy |
165,600
+5,153
| +3% | +$51.4K | ﹤0.01% | 3038 |
|
|
2014
Q2 | $1.61M | Buy |
160,447
+26,322
| +20% | +$260K | ﹤0.01% | 3029 |
|
|
2014
Q1 | $1.31M | Buy |
134,125
+5,173
| +4% | +$48.8K | ﹤0.01% | 3156 |
|
|
2013
Q4 | $1.22M | Buy |
128,952
+24,127
| +23% | +$235K | ﹤0.01% | 3193 |
|
|
2013
Q3 | $1.04M | Buy |
104,825
+8,641
| +9% | +$88.8K | ﹤0.01% | 3224 |
|
|
2013
Q2 | $988K | Buy |
+96,184
| New | +$1.04M | ﹤0.01% | 3199 |
|
Other funds holding UMH
PMG
DADC
CI
Bank of New York Mellon's UMH Position: Q2 2026 in Review
Bank of New York Mellon increased its UMH Properties (UMH) stake by 13% in Q2 2026, buying an estimated $833K and bringing the position to 476,378 shares worth $7.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2211.
Bank of New York Mellon first reported a position in UMH in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.71M in Q4 2021. 135 funds tracked by Wall St. Rank hold UMH as of Q2 2026.
- Bank of New York Mellon held 476,378 shares of UMH Properties worth $7.21M as of Q2 2026.
- Bank of New York Mellon bought 54,454 UMH Properties shares in Q2 2026, an estimated $833K.
- UMH Properties made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #2211 holding.
- Bank of New York Mellon first reported a position in UMH Properties in Q2 2013 and has held it in 53 quarters since.
- Bank of New York Mellon's UMH Properties position peaked at $9.71M in Q4 2021.
- 135 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.
Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.