HSBC Holdings
UMH

HSBC Holdings’s UMH Properties UMH Stock Holding History

HSBC Holdings’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 		$2.02M Buy
140,232
+10,107
+8% +$156K ﹤0.01% 1521
2025
Q4 		$2.07M Buy
130,125
+25,436
+24% +$382K ﹤0.01% 1555
2025
Q3 		$1.55M Buy
104,689
+18,978
+22% +$304K ﹤0.01% 1601
2025
Q2 		$1.43M Buy
85,711
+21,319
+33% +$365K ﹤0.01% 1630
2025
Q1 		$1.2M Buy
64,392
+5,126
+9% +$93.3K ﹤0.01% 1665
2024
Q4 		$1.12M Buy
59,266
+11,194
+23% +$213K ﹤0.01% 1737
2024
Q3 		$943K Buy
+48,072
New +$894K ﹤0.01% 1726
2023
Q3 		– Sell
-10,746
Closed -$171K – 2860
2023
Q2 		$171K Buy
+10,746
New +$166K ﹤0.01% 2358

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
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 $153B AUM 38.14% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

HSBC Holdings's UMH Position: Q1 2026 in Review

HSBC Holdings increased its UMH Properties (UMH) stake by 7.8% in Q1 2026, buying an estimated $156K and bringing the position to 140,232 shares worth $2.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1521.

HSBC Holdings first reported a position in UMH in Q2 2023 and has held it in 8 quarters since. The position peaked at $2.07M in Q4 2025. 269 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

  • HSBC Holdings held 140,232 shares of UMH Properties worth $2.02M as of Q1 2026.
  • HSBC Holdings bought 10,107 UMH Properties shares in Q1 2026, an estimated $156K.
  • UMH Properties made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #1521 holding.
  • HSBC Holdings first reported a position in UMH Properties in Q2 2023 and has held it in 8 quarters since.
  • HSBC Holdings's UMH Properties position peaked at $2.07M in Q4 2025.
  • 269 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.