HS
UMH

Hazelview Securities’s UMH Properties UMH Stock Holding History

Hazelview Securities’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
Q1 		– Sell
-18,360
Closed -$292K – 53
2025
Q4 		$292K Buy
18,360
+7,080
+63% +$106K 0.06% 36
2025
Q3 		$168K Buy
+11,280
New +$181K 0.03% 34

Other funds holding UMH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Hazelview Securities's UMH Position: Q1 2026 in Review

Hazelview Securities sold out of UMH Properties (UMH) in Q1 2026, closing a stake of 18,360 shares — an estimated $292K sold.

Hazelview Securities first reported a position in UMH in Q3 2025 and held it in 2 quarters. The position peaked at $292K in Q4 2025. 268 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

  • Hazelview Securities reported no remaining UMH Properties position as of Q1 2026 after selling out during the quarter.
  • Hazelview Securities sold 18,360 UMH Properties shares in Q1 2026, an estimated $292K.
  • Hazelview Securities first reported a position in UMH Properties in Q3 2025 and held it in 2 quarters.
  • Hazelview Securities's UMH Properties position peaked at $292K in Q4 2025.
  • 268 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

Based on Hazelview Securities's 13F filing for Q1 2026, filed 14 May 2026.