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
Q2 		$450K Buy
29,700
+3,700
+14% +$56.6K ﹤0.01% 10127
2026
Q1 		$375K Buy
26,000
+5,700
+28% +$88.2K ﹤0.01% 9951
2025
Q4 		$323K Sell
20,300
-700
-3% -$10.5K ﹤0.01% 9968
2025
Q3 		$312K Buy
+21,000
New +$336K ﹤0.01% 10278
2024
Q4 		– Sell
-13,400
Closed -$264K – 15433
2024
Q3 		$264K Sell
13,400
-17,100
-56% -$318K ﹤0.01% 9581
2024
Q2 		$488K Sell
30,500
-2,600
-8% -$40.5K ﹤0.01% 8101
2024
Q1 		$538K Buy
33,100
+9,300
+39% +$142K ﹤0.01% 8231
2023
Q4 		$365K Buy
23,800
+6,300
+36% +$90.8K ﹤0.01% 8750
2023
Q3 		$245K Sell
17,500
-3,100
-15% -$47.7K ﹤0.01% 9534
2023
Q2 		$329K Buy
20,600
+9,600
+87% +$149K ﹤0.01% 8841
2023
Q1 		$163K Buy
11,000
+4,100
+59% +$67.3K ﹤0.01% 10499
2022
Q4 		$111K Buy
+6,900
New +$116K ﹤0.01% 11068
2022
Q2 		– Sell
-10,500
Closed -$258K – 14150
2022
Q1 		$258K Buy
+10,500
New +$252K ﹤0.01% 10932
2021
Q4 		– Sell
-8,800
Closed -$202K – 14791
2021
Q3 		$202K Buy
+8,800
New +$205K ﹤0.01% 11967
2020
Q3 		– Sell
-10,200
Closed -$132K – 10765
2020
Q2 		$132K Buy
+10,200
New +$123K ﹤0.01% 8826
2014
Q4 		– Sell
-5,200
Closed -$49K – 8743
2014
Q3 		$49K Buy
5,200
+3,200
+160% +$31.9K ﹤0.01% 6924
2014
Q2 		$20K Buy
+2,000
New +$19.7K ﹤0.01% 7285

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

Citadel Advisors's UMH Position: Q2 2026 in Review

Citadel Advisors increased its UMH Properties (UMH) stake by 129% in Q2 2026, buying an estimated $5.99M and bringing the position to 694,910 shares worth $10.5M. The position accounts for ﹤0.01% of the portfolio, ranked #3489.

Citadel Advisors first reported a position in UMH in Q2 2014 and has held it in 32 quarters since. 259 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Citadel Advisors held 694,910 shares of UMH Properties worth $10.5M as of Q2 2026.
  • Citadel Advisors bought 391,110 UMH Properties shares in Q2 2026, an estimated $5.99M.
  • UMH Properties made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #3489 holding.
  • Citadel Advisors first reported a position in UMH Properties in Q2 2014 and has held it in 32 quarters since.
  • 259 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.