David Shaw’s UMH Properties UMH Stock Holding History

David Shaw’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	$2M	Buy	132,403 +7,068	+6%	+$108K	﹤0.01%	3208
2026 Q1	$1.81M	Buy	+125,335	New	+$1.94M	﹤0.01%	2996
2025 Q4	–	Sell	-100,631	Closed	-$1.49M	–	5025
2025 Q3	$1.49M	Buy	+100,631	New	+$1.61M	﹤0.01%	3189
2019 Q3	–	Sell	-37,016	Closed	-$459K	–	4028
2019 Q2	$459K	Sell	37,016 -25,122	-40%	-$338K	﹤0.01%	3118
2019 Q1	$875K	Sell	62,138 -19,277	-24%	-$259K	﹤0.01%	2677
2018 Q4	$964K	Sell	81,415 -16,250	-17%	-$220K	﹤0.01%	2689
2018 Q3	$1.53M	Sell	97,665 -36,331	-27%	-$571K	﹤0.01%	2387
2018 Q2	$2.06M	Sell	133,996 -1,363	-1%	-$19.2K	﹤0.01%	2213
2018 Q1	$1.81M	Buy	135,359 +20,518	+18%	+$267K	﹤0.01%	2115
2017 Q4	$1.71M	Buy	114,841 +26,793	+30%	+$408K	﹤0.01%	2249
2017 Q3	$1.37M	Buy	88,048 +41,649	+90%	+$667K	﹤0.01%	2284
2017 Q2	$791K	Sell	46,399 -49,971	-52%	-$824K	﹤0.01%	2555
2017 Q1	$1.47M	Buy	+96,370	New	+$1.4M	﹤0.01%	2044

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

David Shaw's UMH Position: Q2 2026 in Review

David Shaw increased its UMH Properties (UMH) stake by 5.6% in Q2 2026, buying an estimated $108K and bringing the position to 132,403 shares worth $2M. The position accounts for ﹤0.01% of the portfolio, ranked #3208.

David Shaw first reported a position in UMH in Q1 2017 and has held it in 13 quarters since. The position peaked at $2.06M in Q2 2018. 256 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

David Shaw held 132,403 shares of UMH Properties worth $2M as of Q2 2026.
David Shaw bought 7,068 UMH Properties shares in Q2 2026, an estimated $108K.
UMH Properties made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #3208 holding.
David Shaw first reported a position in UMH Properties in Q1 2017 and has held it in 13 quarters since.
David Shaw's UMH Properties position peaked at $2.06M in Q2 2018.
256 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.