Bessemer Group
UMH

Bessemer Group’s UMH Properties UMH Stock Holding History

Bessemer Group’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 		– Sell
-11,737
Closed -$169K – 2648
2026
Q1 		$169K Hold
11,737
– – ﹤0.01% 1433
2025
Q4 		$187K Sell
11,737
-3,900
-25% -$58.6K ﹤0.01% 1361
2025
Q3 		$232K Sell
15,637
-8,282
-35% -$133K ﹤0.01% 1085
2025
Q2 		$401K Sell
23,919
-387
-2% -$6.62K ﹤0.01% 896
2025
Q1 		$455K Buy
24,306
+10
+0% +$182 ﹤0.01% 898
2024
Q4 		$459K Hold
24,296
– – ﹤0.01% 905
2024
Q3 		$478K Buy
24,296
+200
+0.8% +$3.72K ﹤0.01% 904
2024
Q2 		$385K Buy
24,096
+1,750
+8% +$27.2K ﹤0.01% 870
2024
Q1 		$363K Sell
22,346
-2,732
-11% -$41.8K ﹤0.01% 884
2023
Q4 		$384K Hold
25,078
– – ﹤0.01% 893
2023
Q3 		$352K Hold
25,078
– – ﹤0.01% 899
2023
Q2 		$401K Buy
+25,078
New +$388K ﹤0.01% 876
2022
Q4 		– Sell
-457
Closed -$7K – 2156
2022
Q3 		$7K Buy
+457
New +$8.58K ﹤0.01% 1641
2020
Q3 		– Sell
-7,800
Closed -$101K – 1668
2020
Q2 		$101K Sell
7,800
-3,300
-30% -$39.9K ﹤0.01% 1238
2020
Q1 		$121K Buy
+11,100
New +$161K ﹤0.01% 1088
2017
Q4 		– Sell
-57,900
Closed -$900K – 1827
2017
Q3 		$900K Hold
57,900
– – ﹤0.01% 688
2017
Q2 		$987K Sell
57,900
-2,300
-4% -$37.9K ﹤0.01% 666
2017
Q1 		$916K Buy
60,200
+7,500
+14% +$109K ﹤0.01% 734
2016
Q4 		$793K Hold
52,700
– – ﹤0.01% 780
2016
Q3 		$628K Buy
+52,700
New +$637K ﹤0.01% 709

Other funds holding UMH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bessemer Group's UMH Position: Q2 2026 in Review

Bessemer Group sold out of UMH Properties (UMH) in Q2 2026, closing a stake of 11,737 shares — an estimated $169K sold.

Bessemer Group first reported a position in UMH in Q3 2016 and held it in 20 quarters. The position peaked at $987K in Q2 2017. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Bessemer Group reported no remaining UMH Properties position as of Q2 2026 after selling out during the quarter.
  • Bessemer Group sold 11,737 UMH Properties shares in Q2 2026, an estimated $169K.
  • Bessemer Group first reported a position in UMH Properties in Q3 2016 and held it in 20 quarters.
  • Bessemer Group's UMH Properties position peaked at $987K in Q2 2017.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.