Capital Research Global Investors
UMH

Capital Research Global Investors’s UMH Properties UMH Stock Holding History

Capital Research Global Investors’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 		$45.9M Buy
3,034,683
+427,196
+16% +$6.54M 0.01% 350
2026
Q1 		$37.6M Hold
2,607,487
– – 0.01% 374
2025
Q4 		$41.5M Sell
2,607,487
-1,063,816
-29% -$16M 0.01% 358
2025
Q3 		$54.5M Sell
3,671,303
-1,800,000
-33% -$28.8M 0.01% 346
2025
Q2 		$91.9M Buy
5,471,303
+434,695
+9% +$7.44M 0.02% 296
2025
Q1 		$94.2M Buy
5,036,608
+1,004,759
+25% +$18.3M 0.02% 293
2024
Q4 		$76.1M Buy
4,031,849
+2,236,080
+125% +$42.6M 0.02% 327
2024
Q3 		$35.3M Buy
+1,795,769
New +$33.4M 0.01% 366

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
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
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

Capital Research Global Investors's UMH Position: Q2 2026 in Review

Capital Research Global Investors increased its UMH Properties (UMH) stake by 16% in Q2 2026, buying an estimated $6.54M and bringing the position to 3,034,683 shares worth $45.9M. The position accounts for 0.01% of the portfolio, ranked #350.

Capital Research Global Investors first reported a position in UMH in Q3 2024 and has held it in 8 quarters since. The position peaked at $94.2M in Q1 2025. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Capital Research Global Investors held 3,034,683 shares of UMH Properties worth $45.9M as of Q2 2026.
  • Capital Research Global Investors bought 427,196 UMH Properties shares in Q2 2026, an estimated $6.54M.
  • UMH Properties made up 0.01% of Capital Research Global Investors's portfolio in Q2 2026, its #350 holding.
  • Capital Research Global Investors first reported a position in UMH Properties in Q3 2024 and has held it in 8 quarters since.
  • Capital Research Global Investors's UMH Properties position peaked at $94.2M in Q1 2025.
  • 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Capital Research Global Investors's 13F filing for Q2 2026, filed 12 Aug 2026.