DRZID
UMH

DePrince Race & Zollo Inc (DRZ)’s UMH Properties UMH Stock Holding History

DePrince Race & Zollo Inc (DRZ)’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 		$2.44M Sell
169,431
-51,260
-23% -$793K 0.05% 179
2025
Q4 		$3.51M Buy
220,691
+27,987
+15% +$420K 0.07% 170
2025
Q3 		$2.86M Buy
192,704
+22,326
+13% +$357K 0.06% 170
2025
Q2 		$2.86M Sell
170,378
-26,449
-13% -$453K 0.06% 165
2025
Q1 		$3.68M Buy
+196,827
New +$3.58M 0.08% 161

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
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 $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ)'s UMH Position: Q1 2026 in Review

DePrince Race & Zollo Inc (DRZ) reduced its UMH Properties (UMH) stake by 23% in Q1 2026, selling an estimated $793K and leaving 169,431 shares worth $2.44M. The position accounts for 0.05% of the portfolio, ranked #179.

DePrince Race & Zollo Inc (DRZ) first reported a position in UMH in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.68M in Q1 2025. 269 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

  • DePrince Race & Zollo Inc (DRZ) held 169,431 shares of UMH Properties worth $2.44M as of Q1 2026.
  • DePrince Race & Zollo Inc (DRZ) sold 51,260 UMH Properties shares in Q1 2026, an estimated $793K.
  • UMH Properties made up 0.05% of DePrince Race & Zollo Inc (DRZ)'s portfolio in Q1 2026, its #179 holding.
  • DePrince Race & Zollo Inc (DRZ) first reported a position in UMH Properties in Q1 2025 and has held it in 5 quarters since.
  • DePrince Race & Zollo Inc (DRZ)'s UMH Properties position peaked at $3.68M in Q1 2025.
  • 269 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

Based on DePrince Race & Zollo Inc (DRZ)'s 13F filing for Q1 2026, filed 24 Apr 2026.