Geode Capital Management
UMH

Geode Capital Management’s UMH Properties UMH Stock Holding History

Geode 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 		$35.2M Buy
2,323,227
+192,029
+9% +$2.94M ﹤0.01% 1827
2026
Q1 		$30.8M Buy
2,131,198
+58,546
+3% +$906K ﹤0.01% 1769
2025
Q4 		$33M Buy
2,072,652
+16,978
+0.8% +$255K ﹤0.01% 1736
2025
Q3 		$30.5M Buy
2,055,674
+56,434
+3% +$903K ﹤0.01% 1782
2025
Q2 		$33.6M Buy
1,999,240
+103,446
+5% +$1.77M ﹤0.01% 1655
2025
Q1 		$35.5M Buy
1,895,794
+57,239
+3% +$1.04M ﹤0.01% 1574
2024
Q4 		$34.7M Buy
1,838,555
+134,761
+8% +$2.57M ﹤0.01% 1657
2024
Q3 		$33.5M Buy
1,703,794
+59,705
+4% +$1.11M ﹤0.01% 1683
2024
Q2 		$26.3M Buy
1,644,089
+120,635
+8% +$1.88M ﹤0.01% 1776
2024
Q1 		$24.7M Buy
1,523,454
+45,744
+3% +$700K ﹤0.01% 1792
2023
Q4 		$22.6M Buy
1,477,710
+144,720
+11% +$2.09M ﹤0.01% 1830
2023
Q3 		$18.7M Buy
1,332,990
+102,579
+8% +$1.58M ﹤0.01% 1866
2023
Q2 		$19.7M Buy
1,230,411
+95,711
+8% +$1.48M ﹤0.01% 1867
2023
Q1 		$16.8M Buy
1,134,700
+67,646
+6% +$1.11M ﹤0.01% 1921
2022
Q4 		$17.2M Buy
1,067,054
+33,306
+3% +$560K ﹤0.01% 1872
2022
Q3 		$16.7M Buy
1,033,748
+3,364
+0.3% +$63.2K ﹤0.01% 1870
2022
Q2 		$18.2M Buy
1,030,384
+81,393
+9% +$1.69M ﹤0.01% 1829
2022
Q1 		$23.3M Buy
948,991
+45,185
+5% +$1.09M ﹤0.01% 1796
2021
Q4 		$24.7M Buy
903,806
+23,365
+3% +$563K ﹤0.01% 1812
2021
Q3 		$20.2M Buy
880,441
+44,434
+5% +$1.04M ﹤0.01% 1953
2021
Q2 		$18.2M Buy
836,007
+72,744
+10% +$1.55M ﹤0.01% 2029
2021
Q1 		$14.6M Buy
763,263
+63,443
+9% +$1.07M ﹤0.01% 2084
2020
Q4 		$10.4M Buy
699,820
+146,968
+27% +$2.14M ﹤0.01% 2154
2020
Q3 		$7.49M Buy
552,852
+16,917
+3% +$226K ﹤0.01% 2146
2020
Q2 		$6.93M Buy
535,935
+11,616
+2% +$140K ﹤0.01% 2149
2020
Q1 		$5.69M Buy
524,319
+35,927
+7% +$522K ﹤0.01% 2068
2019
Q4 		$7.68M Buy
488,392
+32,397
+7% +$488K ﹤0.01% 2190
2019
Q3 		$6.42M Buy
455,995
+19,937
+5% +$258K ﹤0.01% 2231
2019
Q2 		$5.41M Buy
436,058
+34,339
+9% +$462K ﹤0.01% 2331
2019
Q1 		$5.66M Buy
401,719
+21,376
+6% +$287K ﹤0.01% 2261
2018
Q4 		$4.5M Buy
380,343
+20,106
+6% +$272K ﹤0.01% 2282
2018
Q3 		$5.63M Buy
360,237
+11,831
+3% +$186K ﹤0.01% 2277
2018
Q2 		$5.35M Buy
348,406
+23,877
+7% +$336K ﹤0.01% 2283
2018
Q1 		$4.35M Buy
324,529
+4,449
+1% +$57.9K ﹤0.01% 2321
2017
Q4 		$4.77M Buy
320,080
+3,907
+1% +$59.5K ﹤0.01% 2241
2017
Q3 		$4.92M Buy
316,173
+56,083
+22% +$898K ﹤0.01% 2218
2017
Q2 		$4.43M Buy
260,090
+24,227
+10% +$399K ﹤0.01% 2237
2017
Q1 		$3.59M Buy
235,863
+11,643
+5% +$170K ﹤0.01% 2310
2016
Q4 		$3.37M Buy
224,220
+11,351
+5% +$145K ﹤0.01% 2314
2016
Q3 		$2.54M Buy
212,869
+68,674
+48% +$830K ﹤0.01% 2415
2016
Q2 		$1.62M Buy
144,195
+7,363
+5% +$74.4K ﹤0.01% 2621
2016
Q1 		$1.36K Buy
136,832
+873
+0.6% +$8.4K ﹤0.01% 2720
2015
Q4 		$1.38M Buy
135,959
+6,369
+5% +$62.7K ﹤0.01% 2727
2015
Q3 		$1.21M Hold
129,590
– – ﹤0.01% 2763
2015
Q2 		$1.27M Buy
129,590
+2,583
+2% +$25.8K ﹤0.01% 2780
2015
Q1 		$1.28M Buy
127,007
+14,769
+13% +$143K ﹤0.01% 2726
2014
Q4 		$1.07M Buy
112,238
+3,390
+3% +$32.7K ﹤0.01% 2794
2014
Q3 		$1.03M Buy
108,848
+21,719
+25% +$217K ﹤0.01% 2754
2014
Q2 		$873K Buy
87,129
+2,630
+3% +$25.9K ﹤0.01% 2875
2014
Q1 		$826K Buy
84,499
+20,849
+33% +$197K ﹤0.01% 2898
2013
Q4 		$599K Sell
63,650
-2,264
-3% -$22.1K ﹤0.01% 2999
2013
Q3 		$655K Buy
65,914
+1,830
+3% +$18.8K ﹤0.01% 2817
2013
Q2 		$658K Buy
+64,084
New +$690K ﹤0.01% 2713

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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Geode Capital Management increased its UMH Properties (UMH) stake by 9% in Q2 2026, buying an estimated $2.94M and bringing the position to 2,323,227 shares worth $35.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

Geode Capital Management first reported a position in UMH in Q2 2013 and has held it in 53 quarters since. The position peaked at $35.5M in Q1 2025. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Geode Capital Management held 2,323,227 shares of UMH Properties worth $35.2M as of Q2 2026.
  • Geode Capital Management bought 192,029 UMH Properties shares in Q2 2026, an estimated $2.94M.
  • UMH Properties made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #1827 holding.
  • Geode Capital Management first reported a position in UMH Properties in Q2 2013 and has held it in 53 quarters since.
  • Geode Capital Management's UMH Properties position peaked at $35.5M in Q1 2025.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.