Boston Partners’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 | $406K | Sell |
26,847
-3,392
| -11% | -$51.9K | ﹤0.01% | 729 |
|
|
2026
Q1 | $436K | Sell |
30,239
-1,075
| -3% | -$16.6K | ﹤0.01% | 697 |
|
|
2025
Q4 | $498K | Sell |
31,314
-3,861
| -11% | -$58K | ﹤0.01% | 685 |
|
|
2025
Q3 | $522K | Sell |
35,175
-5,267
| -13% | -$84.3K | ﹤0.01% | 678 |
|
|
2025
Q2 | $679K | Buy |
40,442
+60
| +0.1% | +$1.03K | ﹤0.01% | 626 |
|
|
2025
Q1 | $755K | Buy |
40,382
+301
| +0.8% | +$5.48K | ﹤0.01% | 588 |
|
|
2024
Q4 | $757K | Sell |
40,081
-32,251
| -45% | -$615K | ﹤0.01% | 597 |
|
|
2024
Q3 | $1.42M | Buy |
72,332
+1,096
| +2% | +$20.4K | ﹤0.01% | 558 |
|
|
2024
Q2 | $1.14M | Buy |
71,236
+37,852
| +113% | +$589K | ﹤0.01% | 564 |
|
|
2024
Q1 | $542K | Sell |
33,384
-2,393
| -7% | -$36.6K | ﹤0.01% | 686 |
|
|
2023
Q4 | $548K | Sell |
35,777
-15,300
| -30% | -$220K | ﹤0.01% | 602 |
|
|
2023
Q3 | $716K | Sell |
51,077
-1,132
| -2% | -$17.4K | ﹤0.01% | 592 |
|
|
2023
Q2 | $834K | Sell |
52,209
-68,787
| -57% | -$1.06M | ﹤0.01% | 561 |
|
|
2023
Q1 | $1.79M | Sell |
120,996
-3,056
| -2% | -$50.2K | ﹤0.01% | 476 |
|
|
2022
Q4 | $2M | Buy |
124,052
+9,767
| +9% | +$164K | ﹤0.01% | 450 |
|
|
2022
Q3 | $1.85M | Buy |
114,285
+1,222
| +1% | +$22.9K | ﹤0.01% | 454 |
|
|
2022
Q2 | $2M | Sell |
113,063
-6,075
| -5% | -$126K | ﹤0.01% | 444 |
|
|
2022
Q1 | $2.93M | Buy |
119,138
+881
| +0.7% | +$21.2K | ﹤0.01% | 433 |
|
|
2021
Q4 | $3.23M | Sell |
118,257
-4,099
| -3% | -$98.8K | ﹤0.01% | 411 |
|
|
2021
Q3 | $2.8M | Sell |
122,356
-37,221
| -23% | -$868K | ﹤0.01% | 421 |
|
|
2021
Q2 | $3.48M | Sell |
159,577
-96,926
| -38% | -$2.07M | ﹤0.01% | 400 |
|
|
2021
Q1 | $4.92M | Sell |
256,503
-19,428
| -7% | -$327K | 0.01% | 391 |
|
|
2020
Q4 | $4.09M | Sell |
275,931
-10,929
| -4% | -$159K | 0.01% | 373 |
|
|
2020
Q3 | $3.88M | Buy |
286,860
+14,411
| +5% | +$192K | 0.01% | 374 |
|
|
2020
Q2 | $3.52M | Sell |
272,449
-1,990
| -0.7% | -$24K | 0.01% | 377 |
|
|
2020
Q1 | $2.98M | Sell |
274,439
-51,621
| -16% | -$750K | 0.01% | 391 |
|
|
2019
Q4 | $5.13M | Buy |
326,060
+142,104
| +77% | +$2.14M | 0.01% | 375 |
|
|
2019
Q3 | $2.59M | Sell |
183,956
-36,435
| -17% | -$472K | ﹤0.01% | 444 |
|
|
2019
Q2 | $2.73M | Sell |
220,391
-2,279
| -1% | -$30.7K | ﹤0.01% | 476 |
|
|
2019
Q1 | $3.13M | Sell |
222,670
-50,780
| -19% | -$681K | ﹤0.01% | 470 |
|
|
2018
Q4 | $3.24M | Sell |
273,450
-64,420
| -19% | -$873K | ﹤0.01% | 471 |
|
|
2018
Q3 | $5.28M | Buy |
337,870
+61,680
| +22% | +$969K | 0.01% | 451 |
|
|
2018
Q2 | $4.24M | Buy |
+276,190
| New | +$3.89M | 0.01% | 490 |
|
Other funds holding UMH
PMG
DADC
Boston Partners's UMH Position: Q2 2026 in Review
Boston Partners reduced its UMH Properties (UMH) stake by 11% in Q2 2026, selling an estimated $51.9K and leaving 26,847 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #729.
Boston Partners first reported a position in UMH in Q2 2018 and has held it in 33 quarters since. The position peaked at $5.28M in Q3 2018. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.
- Boston Partners held 26,847 shares of UMH Properties worth $406K as of Q2 2026.
- Boston Partners sold 3,392 UMH Properties shares in Q2 2026, an estimated $51.9K.
- UMH Properties made up ﹤0.01% of Boston Partners's portfolio in Q2 2026, its #729 holding.
- Boston Partners first reported a position in UMH Properties in Q2 2018 and has held it in 33 quarters since.
- Boston Partners's UMH Properties position peaked at $5.28M in Q3 2018.
- 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.
Based on Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.