Graham Capital Management’s UMH Properties UMH Stock Holding History

Graham 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	$775K	Buy	+51,181	New	+$783K	0.01%	579
2025 Q4	–	Sell	-29,708	Closed	-$441K	–	1597
2025 Q3	$441K	Buy	+29,708	New	+$476K	0.01%	665
2024 Q4	–	Sell	-13,086	Closed	-$257K	–	1492
2024 Q3	$257K	Buy	+13,086	New	+$243K	﹤0.01%	837
2024 Q2	–	Sell	-19,032	Closed	-$309K	–	1381
2024 Q1	$309K	Buy	+19,032	New	+$291K	0.01%	777
2023 Q4	–	Sell	-13,353	Closed	-$187K	–	1355
2023 Q3	$187K	Buy	+13,353	New	+$205K	﹤0.01%	867
2023 Q2	–	Sell	-12,912	Closed	-$191K	–	1313
2023 Q1	$191K	Buy	+12,912	New	+$212K	0.01%	971

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 $3.38T AUM 44.17% 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

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

Graham Capital Management opened a new position in UMH Properties (UMH) in Q2 2026: 51,181 shares worth $775K. The stake represents 0.01% of the portfolio and ranks #579 among its holdings. This is a return to the name: Graham Capital Management previously reported a position in UMH as recently as Q3 2025.

Graham Capital Management first reported a position in UMH in Q1 2023 and has held it in 6 quarters since. 259 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Graham Capital Management held 51,181 shares of UMH Properties worth $775K as of Q2 2026.
UMH Properties was a new Graham Capital Management position in Q2 2026.
UMH Properties made up 0.01% of Graham Capital Management's portfolio in Q2 2026, its #579 holding.
Graham Capital Management first reported a position in UMH Properties in Q1 2023 and has held it in 6 quarters since.
259 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Graham Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.