BFM
UMH

Boothbay Fund Management’s UMH Properties UMH Stock Holding History

Boothbay Fund Management’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 		$12M Buy
795,640
+742,318
+1,392% +$11.4M 0.16% 122
2026
Q1 		$769K Buy
+53,322
New +$825K 0.01% 1091
2025
Q4 		– Sell
-27,726
Closed -$412K – 2385
2025
Q3 		$412K Buy
+27,726
New +$444K 0.01% 1273
2023
Q2 		– Sell
-18,256
Closed -$270K – 2312
2023
Q1 		$270K Buy
+18,256
New +$300K 0.01% 1575

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Boothbay Fund Management's UMH Position: Q2 2026 in Review

Boothbay Fund Management increased its UMH Properties (UMH) stake by 1,392% in Q2 2026, buying an estimated $11.4M and bringing the position to 795,640 shares worth $12M. The position accounts for 0.16% of the portfolio, ranked #122.

Boothbay Fund Management first reported a position in UMH in Q1 2023 and has held it in 4 quarters since. 259 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Boothbay Fund Management held 795,640 shares of UMH Properties worth $12M as of Q2 2026.
  • Boothbay Fund Management bought 742,318 UMH Properties shares in Q2 2026, an estimated $11.4M.
  • UMH Properties made up 0.16% of Boothbay Fund Management's portfolio in Q2 2026, its #122 holding.
  • Boothbay Fund Management first reported a position in UMH Properties in Q1 2023 and has held it in 4 quarters since.
  • 259 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Boothbay Fund Management's 13F filing for Q2 2026, filed 14 Aug 2026.