DADC
UMH

D.A. Davidson & Co’s UMH Properties UMH Stock Holding History

D.A. Davidson & Co’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 		$25.6M Buy
1,771,311
+71,015
+4% +$1.1M 0.15% 106
2025
Q4 		$27.1M Buy
1,700,296
+229,541
+16% +$3.45M 0.17% 99
2025
Q3 		$21.8M Buy
1,470,755
+387,021
+36% +$6.2M 0.14% 118
2025
Q2 		$18.2M Buy
1,083,734
+98,622
+10% +$1.69M 0.13% 134
2025
Q1 		$18.4M Buy
985,112
+70,695
+8% +$1.29M 0.15% 117
2024
Q4 		$17.3M Buy
914,417
+41,683
+5% +$795K 0.14% 120
2024
Q3 		$17.2M Buy
872,734
+1,066
+0.1% +$19.8K 0.14% 117
2024
Q2 		$13.9M Buy
871,668
+47,256
+6% +$736K 0.12% 130
2024
Q1 		$13.4M Buy
824,412
+165,350
+25% +$2.53M 0.12% 137
2023
Q4 		$10.1M Buy
659,062
+1,386
+0.2% +$20K 0.1% 162
2023
Q3 		$9.22M Buy
657,676
+37,909
+6% +$583K 0.1% 167
2023
Q2 		$9.9M Buy
619,767
+90,056
+17% +$1.39M 0.1% 153
2023
Q1 		$7.83M Buy
529,711
+105,739
+25% +$1.74M 0.09% 193
2022
Q4 		$6.83M Buy
423,972
+29,008
+7% +$488K 0.08% 205
2022
Q3 		$6.38M Buy
394,964
+30,595
+8% +$575K 0.08% 194
2022
Q2 		$6.43M Sell
364,369
-16,324
-4% -$339K 0.08% 202
2022
Q1 		$9.36M Sell
380,693
-46,732
-11% -$1.12M 0.1% 160
2021
Q4 		$11.7M Sell
427,425
-16,908
-4% -$407K 0.12% 128
2021
Q3 		$10.2M Sell
444,333
-67,727
-13% -$1.58M 0.12% 140
2021
Q2 		$11.2M Sell
512,060
-21,560
-4% -$459K 0.13% 130
2021
Q1 		$10.2M Buy
533,620
+243,656
+84% +$4.1M 0.13% 128
2020
Q4 		$4.29M Sell
289,964
-13,402
-4% -$195K 0.07% 206
2020
Q3 		$4.11M Sell
303,366
-7,192
-2% -$95.9K 0.07% 192
2020
Q2 		$4.02M Sell
310,558
-277,269
-47% -$3.35M 0.08% 182
2020
Q1 		$6.38M Sell
587,827
-21,356
-4% -$310K 0.12% 128
2019
Q4 		$9.58M Buy
609,183
+1,014
+0.2% +$15.3K 0.15% 108
2019
Q3 		$8.56M Buy
608,169
+47,572
+8% +$617K 0.15% 111
2019
Q2 		$6.96M Buy
560,597
+23,184
+4% +$312K 0.13% 127
2019
Q1 		$7.57M Buy
537,413
+2,573
+0.5% +$34.5K 0.13% 128
2018
Q4 		$6.33M Buy
534,840
+67,469
+14% +$914K 0.12% 141
2018
Q3 		$7.31M Buy
467,371
+32,908
+8% +$517K 0.13% 136
2018
Q2 		$6.67M Buy
434,463
+27,062
+7% +$381K 0.13% 135
2018
Q1 		$5.46M Buy
407,401
+97,757
+32% +$1.27M 0.11% 156
2017
Q4 		$4.61M Buy
309,644
+30,906
+11% +$470K 0.1% 174
2017
Q3 		$4.33M Buy
278,738
+33,662
+14% +$539K 0.09% 214
2017
Q2 		$4.18M Sell
245,076
-6,882
-3% -$113K 0.09% 175
2017
Q1 		$3.83M Buy
251,958
+41,187
+20% +$600K 0.09% 180
2016
Q4 		$3.17M Buy
210,771
+17,099
+9% +$219K 0.07% 264
2016
Q3 		$2.31M Buy
193,672
+491
+0.3% +$5.93K 0.06% 298
2016
Q2 		$2.17M Buy
193,181
+24,902
+15% +$252K 0.06% 281
2016
Q1 		$1.67M Buy
168,279
+10,011
+6% +$96.4K 0.05% 312
2015
Q4 		$1.6M Buy
158,268
+8,151
+5% +$80.3K 0.05% 313
2015
Q3 		$1.4M Sell
150,117
-469
-0.3% -$4.46K 0.05% 330
2015
Q2 		$1.48M Buy
150,586
+9,780
+7% +$97.8K 0.05% 326
2015
Q1 		$1.42M Sell
140,806
-2,756
-2% -$26.6K 0.05% 329
2014
Q4 		$1.37M Buy
143,562
+10,679
+8% +$103K 0.04% 346
2014
Q3 		$1.26M Buy
132,883
+10,465
+9% +$104K 0.04% 370
2014
Q2 		$1.23M Sell
122,418
-8,776
-7% -$86.6K 0.04% 378
2014
Q1 		$1.28M Buy
131,194
+40,472
+45% +$382K 0.05% 343
2013
Q4 		$854K Buy
+90,722
New +$884K 0.03% 447

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

D.A. Davidson & Co's UMH Position: Q1 2026 in Review

D.A. Davidson & Co increased its UMH Properties (UMH) stake by 4.2% in Q1 2026, buying an estimated $1.1M and bringing the position to 1,771,311 shares worth $25.6M. The position accounts for 0.15% of the portfolio, ranked #106.

D.A. Davidson & Co first reported a position in UMH in Q4 2013 and has held it in 50 quarters since. The position peaked at $27.1M in Q4 2025. 268 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

  • D.A. Davidson & Co held 1,771,311 shares of UMH Properties worth $25.6M as of Q1 2026.
  • D.A. Davidson & Co bought 71,015 UMH Properties shares in Q1 2026, an estimated $1.1M.
  • UMH Properties made up 0.15% of D.A. Davidson & Co's portfolio in Q1 2026, its #106 holding.
  • D.A. Davidson & Co first reported a position in UMH Properties in Q4 2013 and has held it in 50 quarters since.
  • D.A. Davidson & Co's UMH Properties position peaked at $27.1M in Q4 2025.
  • 268 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.