Bard Associates’s UMH Properties UMH Stock Holding History

Bard Associates’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	$128K	Hold	8,450	–	–	0.03%	155
2026 Q1	$122K	Hold	8,450	–	–	0.03%	152
2025 Q4	$134K	Sell	8,450 -20,210	-71%	-$303K	0.03%	125
2025 Q3	$426K	Sell	28,660 -20,325	-41%	-$325K	0.11%	123
2025 Q2	$822K	Hold	48,985	–	–	0.26%	97
2025 Q1	$916K	Hold	48,985	–	–	0.34%	90
2024 Q4	$925K	Sell	48,985 -250	-0.5%	-$4.77K	0.31%	89
2024 Q3	$968K	Hold	49,235	–	–	0.33%	96
2024 Q2	$787K	Hold	49,235	–	–	0.3%	99
2024 Q1	$800K	Sell	49,235 -600	-1%	-$9.19K	0.29%	102
2023 Q4	$763K	Buy	49,835 +1,060	+2%	+$15.3K	0.29%	97
2023 Q3	$684K	Hold	48,775	–	–	0.28%	100
2023 Q2	$779K	Hold	48,775	–	–	0.3%	96
2023 Q1	$721K	Hold	48,775	–	–	0.3%	98
2022 Q4	$785K	Sell	48,775 -1,000	-2%	-$16.8K	0.34%	96
2022 Q3	$804K	Buy	49,775 +1,350	+3%	+$25.4K	0.36%	88
2022 Q2	$855K	Buy	48,425 +300	+0.6%	+$6.24K	0.37%	89
2022 Q1	$1.18M	Hold	48,125	–	–	0.42%	86
2021 Q4	$1.31M	Buy	48,125 +3,100	+7%	+$74.7K	0.43%	87
2021 Q3	$1.03M	Sell	45,025 -1,150	-2%	-$26.8K	0.35%	99
2021 Q2	$1.01M	Hold	46,175	–	–	0.33%	102
2021 Q1	$885K	Hold	46,175	–	–	0.32%	97
2020 Q4	$684K	Hold	46,175	–	–	0.27%	99
2020 Q3	$625K	Sell	46,175 -600	-1%	-$8K	0.33%	93
2020 Q2	$605K	Sell	46,775 -2,850	-6%	-$34.4K	0.34%	89
2020 Q1	$539K	Hold	49,625	–	–	0.4%	86
2019 Q4	$781K	Sell	49,625 -650	-1%	-$9.8K	0.4%	85
2019 Q3	$708K	Sell	50,275 -2,450	-5%	-$31.8K	0.36%	90
2019 Q2	$654K	Buy	+52,725	New	+$710K	0.33%	94
2019 Q1	–	Hold	0	–	–	–	90
2018 Q4	–	Hold	0	–	–	–	87
2018 Q3	–	Hold	0	–	–	–	90
2018 Q2	–	Hold	0	–	–	–	97
2018 Q1	–	Hold	0	–	–	–	95
2017 Q4	–	Hold	0	–	–	–	95
2017 Q3	–	Hold	0	–	–	–	92
2017 Q2	–	Hold	0	–	–	–	81
2017 Q1	–	Hold	0	–	–	–	89
2016 Q4	–	Hold	0	–	–	–	88
2016 Q3	–	Hold	0	–	–	–	89
2016 Q2	–	Hold	0	–	–	–	86
2016 Q1	–	Hold	0	–	–	–	92
2015 Q4	–	Hold	0	–	–	–	89
2015 Q3	–	Hold	0	–	–	–	89
2015 Q2	–	Hold	0	–	–	–	91
2015 Q1	–	Hold	0	–	–	–	89
2014 Q4	–	Hold	0	–	–	–	94
2014 Q3	–	Sell	-70,325	Closed	-$701K	–	95
2014 Q2	$705K	Buy	70,325 +1,000	+1%	+$9.87K	0.28%	121
2014 Q1	$678K	Sell	69,325 -250	-0.4%	-$2.36K	0.29%	120
2013 Q4	$655K	Sell	69,575 -50	-0.1%	-$487	0.27%	118
2013 Q3	$691K	Sell	69,625 -500	-0.7%	-$5.14K	0.31%	111
2013 Q2	$720K	Buy	+70,125	New	+$755K	0.34%	104

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

Bard Associates's UMH Position: Q2 2026 in Review

Bard Associates held its UMH Properties (UMH) position steady in Q2 2026 at 8,450 shares worth $128K. The position accounts for 0.03% of the portfolio, ranked #155.

Bard Associates first reported a position in UMH in Q2 2013 and has held it in 34 quarters since. The position peaked at $1.31M in Q4 2021. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Bard Associates held 8,450 shares of UMH Properties worth $128K as of Q2 2026.
Bard Associates left its UMH Properties share count unchanged in Q2 2026.
UMH Properties made up 0.03% of Bard Associates's portfolio in Q2 2026, its #155 holding.
Bard Associates first reported a position in UMH Properties in Q2 2013 and has held it in 34 quarters since.
Bard Associates's UMH Properties position peaked at $1.31M in Q4 2021.
258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.