Citadel Advisors’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
Q1
$4.38M Buy
303,800
+199,567
+191% +$3.09M ﹤0.01% 4557
2025
Q4
$1.66M Buy
104,233
+24,860
+31% +$373K ﹤0.01% 6296
2025
Q3
$1.18M Buy
+79,373
New +$1.27M ﹤0.01% 7175
2024
Q3
Sell
-67,999
Closed -$1.27M 15301
2024
Q2
$1.09M Buy
67,999
+27,672
+69% +$431K ﹤0.01% 6421
2024
Q1
$655K Sell
40,327
-62,330
-61% -$954K ﹤0.01% 7801
2023
Q4
$1.57M Buy
102,657
+58,320
+132% +$840K ﹤0.01% 5805
2023
Q3
$622K Sell
44,337
-763
-2% -$11.7K ﹤0.01% 7589
2023
Q2
$721K Sell
45,100
-67,942
-60% -$1.05M ﹤0.01% 7128
2023
Q1
$1.67M Buy
+113,042
New +$1.86M ﹤0.01% 5712
2022
Q1
Sell
-196,247
Closed -$4.71M 14619
2021
Q4
$5.36M Buy
196,247
+107,771
+122% +$2.6M ﹤0.01% 4167
2021
Q3
$2.03M Sell
88,476
-58,462
-40% -$1.36M ﹤0.01% 6310
2021
Q2
$3.21M Buy
146,938
+2,111
+1% +$45K ﹤0.01% 5437
2021
Q1
$2.78M Buy
144,827
+86,294
+147% +$1.45M ﹤0.01% 5624
2020
Q4
$867K Sell
58,533
-5,948
-9% -$86.4K ﹤0.01% 7090
2020
Q3
$873K Buy
64,481
+51,031
+379% +$680K ﹤0.01% 6274
2020
Q2
$174K Sell
13,450
-71,689
-84% -$866K ﹤0.01% 8633
2020
Q1
$925K Sell
85,139
-28,721
-25% -$417K ﹤0.01% 5488
2019
Q4
$1.79M Sell
113,860
-25,756
-18% -$388K ﹤0.01% 4593
2019
Q3
$1.97M Sell
139,616
-17,952
-11% -$233K ﹤0.01% 4510
2019
Q2
$1.96M Buy
157,568
+54,208
+52% +$730K ﹤0.01% 4547
2019
Q1
$1.46M Buy
103,360
+57,136
+124% +$766K ﹤0.01% 4956
2018
Q4
$547K Sell
46,224
-48,488
-51% -$657K ﹤0.01% 6269
2018
Q3
$1.48M Buy
94,712
+4,982
+6% +$78.3K ﹤0.01% 4892
2018
Q2
$1.38M Sell
89,730
-26,435
-23% -$372K ﹤0.01% 4678
2018
Q1
$1.56M Buy
116,165
+32,334
+39% +$421K ﹤0.01% 4108
2017
Q4
$1.25M Sell
83,831
-27,844
-25% -$424K ﹤0.01% 4335
2017
Q3
$1.74M Buy
+111,675
New +$1.79M ﹤0.01% 3569
2017
Q1
Sell
-32,920
Closed -$496K 8072
2016
Q4
$496K Buy
+32,920
New +$422K ﹤0.01% 4906
2016
Q1
Sell
-4,779
Closed -$48K 8008
2015
Q4
$48K Buy
+4,779
New +$47.1K ﹤0.01% 7352
2014
Q4
Sell
-3,970
Closed -$38K 8742
2014
Q3
$38K Buy
3,970
+3,594
+956% +$35.8K ﹤0.01% 7085
2014
Q2
$4K Buy
+376
New +$3.71K ﹤0.01% 7768

Other funds holding UMH

Citadel Advisors's UMH Position: Q1 2026 in Review

Citadel Advisors increased its UMH Properties (UMH) stake by 191% in Q1 2026, buying an estimated $3.09M and bringing the position to 303,800 shares worth $4.38M. The position accounts for ﹤0.01% of the portfolio, ranked #4557.

Citadel Advisors first reported a position in UMH in Q2 2014 and has held it in 31 quarters since. The position peaked at $5.36M in Q4 2021. 268 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

  • Citadel Advisors held 303,800 shares of UMH Properties worth $4.38M as of Q1 2026.
  • Citadel Advisors bought 199,567 UMH Properties shares in Q1 2026, an estimated $3.09M.
  • UMH Properties made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #4557 holding.
  • Citadel Advisors first reported a position in UMH Properties in Q2 2014 and has held it in 31 quarters since.
  • Citadel Advisors's UMH Properties position peaked at $5.36M in Q4 2021.
  • 268 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.