First Eagle Investment Management’s UMH Properties UMH Stock Holding History

First Eagle Investment 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	$12.6M	Buy	833,219 +68,300	+9%	+$1.05M	0.02%	215
2026 Q1	$11M	Buy	764,919 +48,500	+7%	+$751K	0.02%	169
2025 Q4	$11.4M	Buy	716,419 +46,000	+7%	+$691K	0.02%	143
2025 Q3	$9.96M	Buy	670,419 +76,400	+13%	+$1.22M	0.02%	164
2025 Q2	$9.97M	Buy	594,019 +33,500	+6%	+$573K	0.02%	155
2025 Q1	$10.5M	Buy	560,519 +184,600	+49%	+$3.36M	0.02%	141
2024 Q4	$7.1M	Buy	375,919 +178,426	+90%	+$3.4M	0.02%	227
2024 Q3	$3.88M	Buy	+197,493	New	+$3.67M	0.01%	280

Other funds holding UMH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

First Eagle Investment Management's UMH Position: Q2 2026 in Review

First Eagle Investment Management increased its UMH Properties (UMH) stake by 8.9% in Q2 2026, buying an estimated $1.05M and bringing the position to 833,219 shares worth $12.6M. The position accounts for 0.02% of the portfolio, ranked #215.

First Eagle Investment Management first reported a position in UMH in Q3 2024 and has held it in 8 quarters since. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

First Eagle Investment Management held 833,219 shares of UMH Properties worth $12.6M as of Q2 2026.
First Eagle Investment Management bought 68,300 UMH Properties shares in Q2 2026, an estimated $1.05M.
UMH Properties made up 0.02% of First Eagle Investment Management's portfolio in Q2 2026, its #215 holding.
First Eagle Investment Management first reported a position in UMH Properties in Q3 2024 and has held it in 8 quarters since.
258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on First Eagle Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.