FRM
UMH

Fox Run Management’s UMH Properties UMH Stock Holding History

Fox Run 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 		$625K Buy
41,280
+30,836
+295% +$472K 0.1% 387
2026
Q1 		$150K Sell
10,444
-9,319
-47% -$144K 0.03% 799
2025
Q4 		$314K Sell
19,763
-10,732
-35% -$161K 0.05% 683
2025
Q3 		$453K Buy
+30,495
New +$488K 0.07% 534
2024
Q4 		– Sell
-18,057
Closed -$355K – 1189
2024
Q3 		$355K Buy
18,057
+2,721
+18% +$50.6K 0.08% 487
2024
Q2 		$245K Sell
15,336
-11,088
-42% -$173K 0.05% 602
2024
Q1 		$429K Buy
26,424
+12,701
+93% +$194K 0.09% 427
2023
Q4 		$210K Sell
13,723
-1,129
-8% -$16.3K 0.05% 619
2023
Q3 		$208K Buy
+14,852
New +$228K 0.06% 549

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fox Run Management's UMH Position: Q2 2026 in Review

Fox Run Management increased its UMH Properties (UMH) stake by 295% in Q2 2026, buying an estimated $472K and bringing the position to 41,280 shares worth $625K. The position accounts for 0.1% of the portfolio, ranked #387.

Fox Run Management first reported a position in UMH in Q3 2023 and has held it in 9 quarters since. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Fox Run Management held 41,280 shares of UMH Properties worth $625K as of Q2 2026.
  • Fox Run Management bought 30,836 UMH Properties shares in Q2 2026, an estimated $472K.
  • UMH Properties made up 0.1% of Fox Run Management's portfolio in Q2 2026, its #387 holding.
  • Fox Run Management first reported a position in UMH Properties in Q3 2023 and has held it in 9 quarters since.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.