Caldwell Sutter Capital’s UMH Properties UMH Stock Holding History

Caldwell Sutter Capital’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	$1.24M	Sell	81,923 -1,100	-1%	-$16.8K	0.47%	54
2026 Q1	$1.2M	Sell	83,023 -1,000	-1%	-$15.5K	0.49%	51
2025 Q4	$1.34M	Sell	84,023 -4,000	-5%	-$60.1K	0.57%	44
2025 Q3	$1.31M	Sell	88,023 -1,450	-2%	-$23.2K	0.56%	43
2025 Q2	$1.5M	Sell	89,473 -721	-0.8%	-$12.3K	0.69%	36
2025 Q1	$1.69M	Sell	90,194 -2,000	-2%	-$36.4K	0.8%	32
2024 Q4	$1.74M	Hold	92,194	–	–	0.81%	31
2024 Q3	$1.81M	Buy	92,194 +700	+0.8%	+$13K	0.85%	30
2024 Q2	$1.46M	Sell	91,494 -527	-0.6%	-$8.2K	0.72%	35
2024 Q1	$1.49M	Sell	92,021 -1,000	-1%	-$15.3K	0.72%	37
2023 Q4	$1.43M	Hold	93,021	–	–	0.72%	37
2023 Q3	$1.3M	Hold	93,021	–	–	0.72%	34
2023 Q2	$1.49M	Hold	93,021	–	–	0.78%	30
2023 Q1	$1.38M	Buy	93,021 +7,527	+9%	+$124K	1%	24
2022 Q4	$1.38M	Buy	+85,494	New	+$1.44M	1.21%	25

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Caldwell Sutter Capital's UMH Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its UMH Properties (UMH) stake by 1.3% in Q2 2026, selling an estimated $16.8K and leaving 81,923 shares worth $1.24M. The position accounts for 0.47% of the portfolio, ranked #54.

Caldwell Sutter Capital first reported a position in UMH in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.81M in Q3 2024. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Caldwell Sutter Capital held 81,923 shares of UMH Properties worth $1.24M as of Q2 2026.
Caldwell Sutter Capital sold 1,100 UMH Properties shares in Q2 2026, an estimated $16.8K.
UMH Properties made up 0.47% of Caldwell Sutter Capital's portfolio in Q2 2026, its #54 holding.
Caldwell Sutter Capital first reported a position in UMH Properties in Q4 2022 and has held it in 15 quarters since.
Caldwell Sutter Capital's UMH Properties position peaked at $1.81M in Q3 2024.
239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.