ECM
UMH

Evergreen Capital Management’s UMH Properties UMH Stock Holding History

Evergreen Capital Management’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
-34,806
Closed -$502K – 1675
2026
Q1 		$502K Hold
34,806
– – 0.01% 783
2025
Q4 		$554K Buy
+34,806
New +$523K 0.01% 686

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

Evergreen Capital Management's UMH Position: Q2 2026 in Review

Evergreen Capital Management sold out of UMH Properties (UMH) in Q2 2026, closing a stake of 34,806 shares — an estimated $502K sold.

Evergreen Capital Management first reported a position in UMH in Q4 2025 and held it in 2 quarters. The position peaked at $554K in Q4 2025. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Evergreen Capital Management reported no remaining UMH Properties position as of Q2 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 34,806 UMH Properties shares in Q2 2026, an estimated $502K.
  • Evergreen Capital Management first reported a position in UMH Properties in Q4 2025 and held it in 2 quarters.
  • Evergreen Capital Management's UMH Properties position peaked at $554K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.