HHCP
UMH

Hilton Head Capital Partners’s UMH Properties UMH Stock Holding History

Hilton Head Capital Partners’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 		$18.8K Sell
1,240
-83
-6% -$1.27K 0.01% 484
2026
Q1 		$19.1K Sell
1,323
-83
-6% -$1.28K 0.01% 488
2025
Q4 		$22.4K Buy
+1,406
New +$21.1K 0.01% 440

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

Hilton Head Capital Partners's UMH Position: Q2 2026 in Review

Hilton Head Capital Partners reduced its UMH Properties (UMH) stake by 6.3% in Q2 2026, selling an estimated $1.27K and leaving 1,240 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #484.

Hilton Head Capital Partners first reported a position in UMH in Q4 2025 and has held it in 3 quarters since. The position peaked at $22.4K in Q4 2025. 257 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Hilton Head Capital Partners held 1,240 shares of UMH Properties worth $18.8K as of Q2 2026.
  • Hilton Head Capital Partners sold 83 UMH Properties shares in Q2 2026, an estimated $1.27K.
  • UMH Properties made up 0.01% of Hilton Head Capital Partners's portfolio in Q2 2026, its #484 holding.
  • Hilton Head Capital Partners first reported a position in UMH Properties in Q4 2025 and has held it in 3 quarters since.
  • Hilton Head Capital Partners's UMH Properties position peaked at $22.4K in Q4 2025.
  • 257 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.