DB
UMH

Dmitry Balyasny’s UMH Properties UMH Stock Holding History

Dmitry Balyasny’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 		$207K Sell
13,681
-27,725
-67% -$424K ﹤0.01% 2816
2026
Q1 		$597K Sell
41,406
-44,956
-52% -$696K ﹤0.01% 2287
2025
Q4 		$1.37M Sell
86,362
-55,353
-39% -$831K ﹤0.01% 2046
2025
Q3 		$2.1M Buy
+141,715
New +$2.27M ﹤0.01% 1762
2024
Q4 		– Sell
-534,344
Closed -$10.5M – 3278
2024
Q3 		$10.5M Buy
+534,344
New +$9.94M 0.02% 920
2024
Q1 		– Sell
-615,511
Closed -$9.43M – 3141
2023
Q4 		$9.43M Buy
615,511
+82,757
+16% +$1.19M 0.02% 890
2023
Q3 		$7.47M Buy
532,754
+455,541
+590% +$7M 0.02% 959
2023
Q2 		$1.23M Sell
77,213
-335,977
-81% -$5.2M ﹤0.01% 1535
2023
Q1 		$6.11M Buy
413,190
+370,726
+873% +$6.09M 0.02% 998
2022
Q4 		$684K Buy
+42,464
New +$715K ﹤0.01% 1784
2021
Q4 		– Sell
-98,679
Closed -$2.26M – 2614
2021
Q3 		$2.26M Buy
+98,679
New +$2.3M 0.01% 1086
2018
Q3 		– Sell
-18,824
Closed -$289K – 2049
2018
Q2 		$289K Sell
18,824
-227,320
-92% -$3.2M ﹤0.01% 1535
2018
Q1 		$3.3M Buy
246,144
+215,389
+700% +$2.8M 0.01% 828
2017
Q4 		$458K Sell
30,755
-1,340
-4% -$20.4K ﹤0.01% 1584
2017
Q3 		$499K Buy
+32,095
New +$514K ﹤0.01% 1359

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

Dmitry Balyasny's UMH Position: Q2 2026 in Review

Dmitry Balyasny reduced its UMH Properties (UMH) stake by 67% in Q2 2026, selling an estimated $424K and leaving 13,681 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #2816.

Dmitry Balyasny first reported a position in UMH in Q3 2017 and has held it in 15 quarters since. The position peaked at $10.5M in Q3 2024. 256 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Dmitry Balyasny held 13,681 shares of UMH Properties worth $207K as of Q2 2026.
  • Dmitry Balyasny sold 27,725 UMH Properties shares in Q2 2026, an estimated $424K.
  • UMH Properties made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #2816 holding.
  • Dmitry Balyasny first reported a position in UMH Properties in Q3 2017 and has held it in 15 quarters since.
  • Dmitry Balyasny's UMH Properties position peaked at $10.5M in Q3 2024.
  • 256 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.