EIP
UMH

Easterly Investment Partners’s UMH Properties UMH Stock Holding History

Easterly Investment Partners’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 		– Sell
-15,925
Closed -$230K – 260
2026
Q1 		$230K Sell
15,925
-4,950
-24% -$76.6K 0.02% 164
2025
Q4 		$332K Buy
+20,875
New +$313K 0.02% 194

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

Easterly Investment Partners's UMH Position: Q2 2026 in Review

Easterly Investment Partners sold out of UMH Properties (UMH) in Q2 2026, closing a stake of 15,925 shares — an estimated $230K sold.

Easterly Investment Partners first reported a position in UMH in Q4 2025 and held it in 2 quarters. The position peaked at $332K in Q4 2025. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Easterly Investment Partners reported no remaining UMH Properties position as of Q2 2026 after selling out during the quarter.
  • Easterly Investment Partners sold 15,925 UMH Properties shares in Q2 2026, an estimated $230K.
  • Easterly Investment Partners first reported a position in UMH Properties in Q4 2025 and held it in 2 quarters.
  • Easterly Investment Partners's UMH Properties position peaked at $332K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Easterly Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.