Barclays
UMH

Barclays’s UMH Properties UMH Stock Holding History

Barclays’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 		$916K Sell
63,489
-103,135
-62% -$1.6M ﹤0.01% 2811
2025
Q4 		$2.65M Buy
166,624
+4,865
+3% +$73.1K ﹤0.01% 2721
2025
Q3 		$2.4M Sell
161,759
-24,086
-13% -$386K ﹤0.01% 2758
2025
Q2 		$3.12M Buy
185,845
+51,954
+39% +$889K ﹤0.01% 2510
2025
Q1 		$2.5M Sell
133,891
-44,233
-25% -$805K ﹤0.01% 2465
2024
Q4 		$3.36M Buy
178,124
+17,718
+11% +$338K ﹤0.01% 2488
2024
Q3 		$3.16M Buy
160,406
+80,660
+101% +$1.5M ﹤0.01% 2476
2024
Q2 		$1.28M Sell
79,746
-29,678
-27% -$462K ﹤0.01% 2453
2024
Q1 		$1.78M Sell
109,424
-45,679
-29% -$699K ﹤0.01% 2674
2023
Q4 		$2.38M Buy
155,103
+72,531
+88% +$1.05M ﹤0.01% 2776
2023
Q3 		$1.16M Sell
82,572
-72,943
-47% -$1.12M ﹤0.01% 2228
2023
Q2 		$2.49M Buy
155,515
+13,415
+9% +$208K ﹤0.01% 1740
2023
Q1 		$2.1M Sell
142,100
-4,665
-3% -$76.6K ﹤0.01% 2152
2022
Q4 		$2.36M Buy
146,765
+18,533
+14% +$312K ﹤0.01% 2148
2022
Q3 		$2.07M Buy
128,232
+3,037
+2% +$57K ﹤0.01% 1722
2022
Q2 		$2.21M Buy
125,195
+51,223
+69% +$1.06M ﹤0.01% 1794
2022
Q1 		$1.82M Sell
73,972
-14,346
-16% -$345K ﹤0.01% 1936
2021
Q4 		$2.41M Buy
88,318
+69,928
+380% +$1.68M ﹤0.01% 2259
2021
Q3 		$421K Buy
18,390
+12,540
+214% +$293K ﹤0.01% 3276
2021
Q2 		$128K Sell
5,850
-59,098
-91% -$1.26M ﹤0.01% 3748
2021
Q1 		$1.25M Buy
64,948
+52,960
+442% +$892K ﹤0.01% 2641
2020
Q4 		$178K Sell
11,988
-4,842
-29% -$70.4K ﹤0.01% 3829
2020
Q3 		$229K Sell
16,830
-3,345
-17% -$44.6K ﹤0.01% 3760
2020
Q2 		$261K Buy
20,175
+8,145
+68% +$98.4K ﹤0.01% 3861
2020
Q1 		$131K Sell
12,030
-24,181
-67% -$351K ﹤0.01% 4604
2019
Q4 		$570K Buy
36,211
+18,440
+104% +$278K ﹤0.01% 4188
2019
Q3 		$250K Sell
17,771
-4,883
-22% -$63.3K ﹤0.01% 4805
2019
Q2 		$281K Buy
22,654
+13,110
+137% +$177K ﹤0.01% 4811
2019
Q1 		$134K Buy
+9,544
New +$128K ﹤0.01% 5128
2018
Q4 		– Sell
-12,451
Closed -$195K – 7343
2018
Q3 		$195K Buy
12,451
+10,053
+419% +$158K ﹤0.01% 5026
2018
Q2 		$37K Sell
2,398
-4,070
-63% -$57.3K ﹤0.01% 5832
2018
Q1 		$86K Buy
6,468
+1,534
+31% +$20K ﹤0.01% 5489
2017
Q4 		$74K Buy
4,934
+3,932
+392% +$59.8K ﹤0.01% 5478
2017
Q3 		$16K Buy
1,002
+981
+4,671% +$15.7K ﹤0.01% 5911
2017
Q2 		$0 Sell
21
-97
-82% -$1.6K ﹤0.01% 6950
2017
Q1 		$2K Buy
118
+18
+18% +$262 ﹤0.01% 6500
2016
Q4 		$2K Sell
100
-53
-35% -$679 ﹤0.01% 6376
2016
Q3 		$2K Sell
153
-947
-86% -$11.4K ﹤0.01% 6276
2016
Q2 		$12K Buy
1,100
+1,006
+1,070% +$10.2K ﹤0.01% 5480
2016
Q1 		$1K Sell
94
-216
-70% -$2.08K ﹤0.01% 6010
2015
Q4 		$3K Sell
310
-98
-24% -$965 ﹤0.01% 5696
2015
Q3 		$4K Sell
408
-290
-42% -$2.76K ﹤0.01% 6137
2015
Q2 		$6K Sell
698
-1,509
-68% -$15.1K ﹤0.01% 6373
2015
Q1 		$23K Buy
2,207
+1,027
+87% +$9.93K ﹤0.01% 5759
2014
Q4 		$11K Buy
1,180
+981
+493% +$9.45K ﹤0.01% 6680
2014
Q3 		$2K Sell
199
-149
-43% -$1.49K ﹤0.01% 7419
2014
Q2 		$3K Sell
348
-1,340
-79% -$13.2K ﹤0.01% 7300
2014
Q1 		$15K Buy
1,688
+326
+24% +$3.08K ﹤0.01% 6736
2013
Q4 		$12K Buy
1,362
+1,110
+440% +$10.8K ﹤0.01% 6939
2013
Q3 		$2K Sell
252
-290
-54% -$2.98K ﹤0.01% 7210
2013
Q2 		$5K Buy
+542
New +$5.83K ﹤0.01% 7364

Other funds holding UMH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $3.37T AUM 44.26% 1-Year Est. Return
VCM
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Barclays's UMH Position: Q1 2026 in Review

Barclays reduced its UMH Properties (UMH) stake by 62% in Q1 2026, selling an estimated $1.6M and leaving 63,489 shares worth $916K. The position accounts for ﹤0.01% of the portfolio, ranked #2811.

Barclays first reported a position in UMH in Q2 2013 and has held it in 51 quarters since. The position peaked at $3.36M in Q4 2024. 269 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

  • Barclays held 63,489 shares of UMH Properties worth $916K as of Q1 2026.
  • Barclays sold 103,135 UMH Properties shares in Q1 2026, an estimated $1.6M.
  • UMH Properties made up ﹤0.01% of Barclays's portfolio in Q1 2026, its #2811 holding.
  • Barclays first reported a position in UMH Properties in Q2 2013 and has held it in 51 quarters since.
  • Barclays's UMH Properties position peaked at $3.36M in Q4 2024.
  • 269 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

Based on Barclays's 13F filing for Q1 2026, filed 15 May 2026.