Connor, Clark & Lunn Investment Management (CC&L)’s UMH Properties UMH Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	$880K	Buy	+58,156	New	+$890K	﹤0.01%	1232
2025 Q4	–	Sell	-48,936	Closed	-$727K	–	1795
2025 Q3	$727K	Buy	+48,936	New	+$783K	﹤0.01%	1157
2023 Q4	–	Sell	-22,619	Closed	-$317K	–	1567
2023 Q3	$317K	Buy	+22,619	New	+$348K	﹤0.01%	1125

Other funds holding UMH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Connor, Clark & Lunn Investment Management (CC&L)'s UMH Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) opened a new position in UMH Properties (UMH) in Q2 2026: 58,156 shares worth $880K. The stake represents ﹤0.01% of the portfolio and ranks #1232 among its holdings. This is a return to the name: Connor, Clark & Lunn Investment Management (CC&L) previously reported a position in UMH as recently as Q3 2025.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in UMH in Q3 2023 and has held it in 3 quarters since. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Connor, Clark & Lunn Investment Management (CC&L) held 58,156 shares of UMH Properties worth $880K as of Q2 2026.
UMH Properties was a new Connor, Clark & Lunn Investment Management (CC&L) position in Q2 2026.
UMH Properties made up ﹤0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #1232 holding.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in UMH Properties in Q3 2023 and has held it in 3 quarters since.
258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.