CCM
UMH

Copeland Capital Management’s UMH Properties UMH Stock Holding History

Copeland Capital Management’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 		– Sell
-1,130,858
Closed -$16.3M – 287
2026
Q1 		$16.3M Sell
1,130,858
-18,976
-2% -$294K 0.36% 98
2025
Q4 		$18.3M Sell
1,149,834
-442,710
-28% -$6.65M 0.41% 94
2025
Q3 		$23.6M Sell
1,592,544
-959,514
-38% -$15.4M 0.49% 84
2025
Q2 		$42.8M Sell
2,552,058
-191,716
-7% -$3.28M 0.88% 48
2025
Q1 		$51.3M Sell
2,743,774
-84,695
-3% -$1.54M 1.03% 40
2024
Q4 		$53.4M Buy
2,828,469
+67,353
+2% +$1.28M 0.99% 42
2024
Q3 		$54.3M Buy
2,761,116
+8,946
+0.3% +$166K 0.94% 45
2024
Q2 		$44M Buy
2,752,170
+330,263
+14% +$5.14M 0.82% 52
2024
Q1 		$39.3M Buy
2,421,907
+86,478
+4% +$1.32M 0.71% 59
2023
Q4 		$35.8M Sell
2,335,429
-79,776
-3% -$1.15M 0.72% 59
2023
Q3 		$33.9M Buy
2,415,205
+1,290
+0.1% +$19.8K 0.73% 60
2023
Q2 		$38.6M Buy
2,413,915
+15,314
+0.6% +$237K 0.8% 55
2023
Q1 		$35.5M Buy
2,398,601
+726,254
+43% +$11.9M 0.83% 54
2022
Q4 		$26.9M Buy
1,672,347
+62,654
+4% +$1.05M 0.71% 60
2022
Q3 		$26M Buy
1,609,693
+25,934
+2% +$487K 0.86% 53
2022
Q2 		$28M Sell
1,583,759
-14,746
-0.9% -$306K 0.89% 55
2022
Q1 		$39.3M Buy
1,598,505
+29,395
+2% +$706K 1.08% 44
2021
Q4 		$42.9M Buy
1,569,110
+54,704
+4% +$1.32M 1.11% 40
2021
Q3 		$34.7M Buy
1,514,406
+65,956
+5% +$1.54M 0.99% 46
2021
Q2 		$31.6M Buy
1,448,450
+481,964
+50% +$10.3M 0.95% 47
2021
Q1 		$18.5M Buy
+966,486
New +$16.3M 0.58% 66

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

Copeland Capital Management's UMH Position: Q2 2026 in Review

Copeland Capital Management sold out of UMH Properties (UMH) in Q2 2026, closing a stake of 1,130,858 shares — an estimated $16.3M sold.

Copeland Capital Management first reported a position in UMH in Q1 2021 and held it in 21 quarters. The position peaked at $54.3M in Q3 2024. 259 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Copeland Capital Management reported no remaining UMH Properties position as of Q2 2026 after selling out during the quarter.
  • Copeland Capital Management sold 1,130,858 UMH Properties shares in Q2 2026, an estimated $16.3M.
  • Copeland Capital Management first reported a position in UMH Properties in Q1 2021 and held it in 21 quarters.
  • Copeland Capital Management's UMH Properties position peaked at $54.3M in Q3 2024.
  • 259 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.