CS
UMH

Capital Square’s UMH Properties UMH Stock Holding History

Capital Square’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 		$274K Buy
17,963
+718
+4% +$11K 0.12% 183
2026
Q1 		$271K Buy
17,245
+1,438
+9% +$22.3K 0.13% 173
2025
Q4 		$251K Buy
+15,807
New +$237K 0.13% 173

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
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

Capital Square's UMH Position: Q2 2026 in Review

Capital Square increased its UMH Properties (UMH) stake by 4.2% in Q2 2026, buying an estimated $11K and bringing the position to 17,963 shares worth $274K. The position accounts for 0.12% of the portfolio, ranked #183.

Capital Square first reported a position in UMH in Q4 2025 and has held it in 3 quarters since. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Capital Square held 17,963 shares of UMH Properties worth $274K as of Q2 2026.
  • Capital Square bought 718 UMH Properties shares in Q2 2026, an estimated $11K.
  • UMH Properties made up 0.12% of Capital Square's portfolio in Q2 2026, its #183 holding.
  • Capital Square first reported a position in UMH Properties in Q4 2025 and has held it in 3 quarters since.
  • 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Capital Square's 13F filing for Q2 2026, filed 13 Aug 2026.