Dimensional Fund Advisors’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17.6M | Sell |
1,160,736
-15,033
| -1% | -$230K | ﹤0.01% | 2101 |
|
|
2026
Q1 | $17M | Buy |
1,175,769
+42,964
| +4% | +$665K | ﹤0.01% | 2045 |
|
|
2025
Q4 | $18M | Sell |
1,132,805
-29,687
| -3% | -$446K | ﹤0.01% | 2024 |
|
|
2025
Q3 | $17.3M | Buy |
1,162,492
+47,217
| +4% | +$756K | ﹤0.01% | 2068 |
|
|
2025
Q2 | $18.7M | Buy |
1,115,275
+14,456
| +1% | +$247K | ﹤0.01% | 1997 |
|
|
2025
Q1 | $20.6M | Buy |
1,100,819
+36,229
| +3% | +$660K | 0.01% | 1928 |
|
|
2024
Q4 | $20.1M | Buy |
1,064,590
+52,278
| +5% | +$997K | ﹤0.01% | 1996 |
|
|
2024
Q3 | $19.9M | Buy |
1,012,312
+45,630
| +5% | +$849K | ﹤0.01% | 2002 |
|
|
2024
Q2 | $15.5M | Buy |
966,682
+22,844
| +2% | +$356K | ﹤0.01% | 2085 |
|
|
2024
Q1 | $15.3M | Buy |
943,838
+57,235
| +6% | +$876K | ﹤0.01% | 2122 |
|
|
2023
Q4 | $13.6M | Buy |
886,603
+44,196
| +5% | +$637K | ﹤0.01% | 2180 |
|
|
2023
Q3 | $11.8M | Buy |
842,407
+45,991
| +6% | +$707K | ﹤0.01% | 2167 |
|
|
2023
Q2 | $12.7M | Buy |
796,416
+37,953
| +5% | +$587K | ﹤0.01% | 2147 |
|
|
2023
Q1 | $11.2M | Buy |
758,463
+67,731
| +10% | +$1.11M | ﹤0.01% | 2178 |
|
|
2022
Q4 | $11.1K | Buy |
690,732
+2,442
| +0.4% | +$41.1K | ﹤0.01% | 2155 |
|
|
2022
Q3 | $11.1M | Buy |
688,290
+4,517
| +0.7% | +$84.8K | ﹤0.01% | 2112 |
|
|
2022
Q2 | $12.1M | Buy |
683,773
+5,806
| +0.9% | +$121K | ﹤0.01% | 2120 |
|
|
2022
Q1 | $16.7M | Buy |
677,967
+7,872
| +1% | +$189K | 0.01% | 2065 |
|
|
2021
Q4 | $18.3M | Buy |
670,095
+22,485
| +3% | +$542K | 0.01% | 2031 |
|
|
2021
Q3 | $14.8M | Buy |
647,610
+22,225
| +4% | +$519K | ﹤0.01% | 2146 |
|
|
2021
Q2 | $13.6M | Buy |
625,385
+15,450
| +3% | +$329K | ﹤0.01% | 2218 |
|
|
2021
Q1 | $11.7M | Sell |
609,935
-9,367
| -2% | -$158K | ﹤0.01% | 2258 |
|
|
2020
Q4 | $9.17M | Buy |
619,302
+1,272
| +0.2% | +$18.5K | ﹤0.01% | 2321 |
|
|
2020
Q3 | $8.37M | Buy |
618,030
+53,051
| +9% | +$707K | ﹤0.01% | 2275 |
|
|
2020
Q2 | $7.3M | Buy |
564,979
+8,740
| +2% | +$106K | ﹤0.01% | 2330 |
|
|
2020
Q1 | $6.04M | Buy |
556,239
+38,149
| +7% | +$554K | ﹤0.01% | 2333 |
|
|
2019
Q4 | $8.15M | Buy |
518,090
+14,690
| +3% | +$222K | ﹤0.01% | 2431 |
|
|
2019
Q3 | $7.09M | Buy |
503,400
+6,794
| +1% | +$88.1K | ﹤0.01% | 2481 |
|
|
2019
Q2 | $6.16M | Buy |
496,606
+2,041
| +0.4% | +$27.5K | ﹤0.01% | 2579 |
|
|
2019
Q1 | $6.96M | Buy |
494,565
+29,759
| +6% | +$399K | ﹤0.01% | 2533 |
|
|
2018
Q4 | $5.5M | Buy |
464,806
+21,274
| +5% | +$288K | ﹤0.01% | 2579 |
|
|
2018
Q3 | $6.94M | Buy |
443,532
+2,140
| +0.5% | +$33.6K | ﹤0.01% | 2576 |
|
|
2018
Q2 | $6.78M | Buy |
441,392
+13,417
| +3% | +$189K | ﹤0.01% | 2568 |
|
|
2018
Q1 | $5.74M | Buy |
427,975
+22,980
| +6% | +$299K | ﹤0.01% | 2584 |
|
|
2017
Q4 | $6.04M | Buy |
404,995
+17,557
| +5% | +$267K | ﹤0.01% | 2556 |
|
|
2017
Q3 | $6.03M | Buy |
387,438
+22,599
| +6% | +$362K | ﹤0.01% | 2547 |
|
|
2017
Q2 | $6.22M | Buy |
364,839
+41,413
| +13% | +$683K | ﹤0.01% | 2511 |
|
|
2017
Q1 | $4.92M | Buy |
323,426
+13,914
| +4% | +$203K | ﹤0.01% | 2576 |
|
|
2016
Q4 | $4.66M | Buy |
309,512
+17,489
| +6% | +$224K | ﹤0.01% | 2567 |
|
|
2016
Q3 | $3.48M | Buy |
292,023
+25,849
| +10% | +$312K | ﹤0.01% | 2623 |
|
|
2016
Q2 | $2.99M | Buy |
266,174
+17,902
| +7% | +$181K | ﹤0.01% | 2656 |
|
|
2016
Q1 | $2.46M | Buy |
248,272
+9,870
| +4% | +$95K | ﹤0.01% | 2712 |
|
|
2015
Q4 | $2.41M | Buy |
238,402
+7,847
| +3% | +$77.3K | ﹤0.01% | 2743 |
|
|
2015
Q3 | $2.14M | Buy |
230,555
+28,038
| +14% | +$267K | ﹤0.01% | 2800 |
|
|
2015
Q2 | $1.99M | Buy |
202,517
+24,561
| +14% | +$246K | ﹤0.01% | 2861 |
|
|
2015
Q1 | $1.79M | Buy |
177,956
+10,328
| +6% | +$99.9K | ﹤0.01% | 2861 |
|
|
2014
Q4 | $1.6M | Buy |
167,628
+22,075
| +15% | +$213K | ﹤0.01% | 2896 |
|
|
2014
Q3 | $1.38M | Buy |
145,553
+11,066
| +8% | +$110K | ﹤0.01% | 2935 |
|
|
2014
Q2 | $1.35M | Buy |
134,487
+4,083
| +3% | +$40.3K | ﹤0.01% | 2964 |
|
|
2014
Q1 | $1.27M | Buy |
130,404
+6,100
| +5% | +$57.6K | ﹤0.01% | 2981 |
|
|
2013
Q4 | $1.17M | Buy |
124,304
+4,550
| +4% | +$44.3K | ﹤0.01% | 3002 |
|
|
2013
Q3 | $1.19M | Buy |
119,754
+2,400
| +2% | +$24.7K | ﹤0.01% | 3006 |
|
|
2013
Q2 | $1.21M | Buy |
+117,354
| New | +$1.26M | ﹤0.01% | 2970 |
|
Other funds holding UMH
PMG
DADC
Dimensional Fund Advisors's UMH Position: Q2 2026 in Review
Dimensional Fund Advisors reduced its UMH Properties (UMH) stake by 1.3% in Q2 2026, selling an estimated $230K and leaving 1,160,736 shares worth $17.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2101.
Dimensional Fund Advisors first reported a position in UMH in Q2 2013 and has held it in 53 quarters since. The position peaked at $20.6M in Q1 2025. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.
- Dimensional Fund Advisors held 1,160,736 shares of UMH Properties worth $17.6M as of Q2 2026.
- Dimensional Fund Advisors sold 15,033 UMH Properties shares in Q2 2026, an estimated $230K.
- UMH Properties made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2101 holding.
- Dimensional Fund Advisors first reported a position in UMH Properties in Q2 2013 and has held it in 53 quarters since.
- Dimensional Fund Advisors's UMH Properties position peaked at $20.6M in Q1 2025.
- 239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.
Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.