Citadel Advisors
UMH

Citadel Advisors’s UMH Properties UMH Stock Holding History

Citadel Advisors’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
Q1 		– Sell
-34,200
Closed -$544K – 14279
2025
Q4 		$544K Buy
34,200
+23,400
+217% +$351K ﹤0.01% 8825
2025
Q3 		$160K Buy
+10,800
New +$173K ﹤0.01% 11486
2024
Q4 		– Sell
-14,600
Closed -$287K – 15432
2024
Q3 		$287K Sell
14,600
-3,200
-18% -$59.5K ﹤0.01% 9424
2024
Q2 		$285K Buy
17,800
+11,600
+187% +$181K ﹤0.01% 9249
2024
Q1 		$101K Sell
6,200
-3,400
-35% -$52K ﹤0.01% 11351
2023
Q4 		$147K Buy
9,600
+5,600
+140% +$80.7K ﹤0.01% 10419
2023
Q3 		$56.1K Sell
4,000
-11,300
-74% -$174K ﹤0.01% 11620
2023
Q2 		$244K Sell
15,300
-100
-0.6% -$1.55K ﹤0.01% 9455
2023
Q1 		$228K Sell
15,400
-4,300
-22% -$70.6K ﹤0.01% 9947
2022
Q4 		$317K Buy
19,700
+2,000
+11% +$33.7K ﹤0.01% 9198
2022
Q3 		$286K Buy
17,700
+1,800
+11% +$33.8K ﹤0.01% 9696
2022
Q2 		$281K Buy
+15,900
New +$330K ﹤0.01% 9945
2022
Q1 		– Sell
-30,600
Closed -$836K – 14618
2021
Q4 		$836K Sell
30,600
-3,900
-11% -$94K ﹤0.01% 8381
2021
Q3 		$790K Buy
34,500
+16,500
+92% +$385K ﹤0.01% 8736
2021
Q2 		$393K Buy
18,000
+5,700
+46% +$121K ﹤0.01% 10610
2021
Q1 		$236K Buy
12,300
+2,300
+23% +$38.7K ﹤0.01% 11378
2020
Q4 		$148K Sell
10,000
-2,000
-17% -$29.1K ﹤0.01% 9954
2020
Q3 		$162K Buy
+12,000
New +$160K ﹤0.01% 8955
2020
Q2 		– Sell
-12,800
Closed -$139K – 10532
2020
Q1 		$139K Buy
+12,800
New +$186K ﹤0.01% 8358
2016
Q1 		– Sell
-8,000
Closed -$81K – 8007
2015
Q4 		$81K Buy
+8,000
New +$78.8K ﹤0.01% 6896
2014
Q4 		– Sell
-6,100
Closed -$58K – 8741
2014
Q3 		$58K Sell
6,100
-3,000
-33% -$29.9K ﹤0.01% 6808
2014
Q2 		$91K Buy
+9,100
New +$89.8K ﹤0.01% 6301

Other funds holding UMH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

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.