GC
UMH

Guggenheim Capital’s UMH Properties UMH Stock Holding History

Guggenheim Capital’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 		$198K Sell
13,099
-320
-2% -$4.9K ﹤0.01% 1649
2026
Q1 		$194K Buy
13,419
+2,898
+28% +$44.9K ﹤0.01% 1527
2025
Q4 		$167K Buy
+10,521
New +$158K ﹤0.01% 1701
2014
Q2 		– Sell
-10,472
Closed -$102K – 3300
2014
Q1 		$102K Buy
+10,472
New +$98.9K ﹤0.01% 3027

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

Guggenheim Capital's UMH Position: Q2 2026 in Review

Guggenheim Capital reduced its UMH Properties (UMH) stake by 2.4% in Q2 2026, selling an estimated $4.9K and leaving 13,099 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

Guggenheim Capital first reported a position in UMH in Q1 2014 and has held it in 4 quarters since. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Guggenheim Capital held 13,099 shares of UMH Properties worth $198K as of Q2 2026.
  • Guggenheim Capital sold 320 UMH Properties shares in Q2 2026, an estimated $4.9K.
  • UMH Properties made up ﹤0.01% of Guggenheim Capital's portfolio in Q2 2026, its #1649 holding.
  • Guggenheim Capital first reported a position in UMH Properties in Q1 2014 and has held it in 4 quarters since.
  • 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

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