Hunter Perkins Capital Management’s UMH Properties UMH Stock Holding History

Hunter Perkins 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	$1.34M	Hold	88,317	–	–	0.3%	70
2026 Q1	$1.27M	Buy	88,317 +697	+0.8%	+$10.8K	0.3%	63
2025 Q4	$1.39M	Hold	87,620	–	–	0.32%	65
2025 Q3	$1.3M	Hold	87,620	–	–	0.29%	64
2025 Q2	$1.47M	Hold	87,620	–	–	0.35%	54
2025 Q1	$1.64M	Hold	87,620	–	–	0.38%	54
2024 Q4	$1.65M	Buy	87,620 +3,325	+4%	+$63.4K	0.35%	55
2024 Q3	$1.66M	Hold	84,295	–	–	0.34%	55
2024 Q2	$1.35M	Buy	84,295 +25,720	+44%	+$400K	0.28%	57
2024 Q1	$951K	Buy	58,575 +21,225	+57%	+$325K	0.19%	64
2023 Q4	$572K	Sell	37,350 -92,960	-71%	-$1.34M	0.12%	72
2023 Q3	$1.83M	Sell	130,310 -143,376	-52%	-$2.2M	0.39%	48
2023 Q2	$2.24M	Buy	273,686 +140,210	+105%	+$2.17M	0.48%	43
2023 Q1	$1.97M	Buy	133,476 +58,966	+79%	+$969K	0.47%	44
2022 Q4	$1.2M	Buy	74,510 +18,010	+32%	+$303K	0.27%	50
2022 Q3	$912K	Buy	+56,500	New	+$1.06M	0.22%	56

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 $3.37T AUM 44.26% 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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Hunter Perkins Capital Management's UMH Position: Q2 2026 in Review

Hunter Perkins Capital Management held its UMH Properties (UMH) position steady in Q2 2026 at 88,317 shares worth $1.34M. The position accounts for 0.3% of the portfolio, ranked #70.

Hunter Perkins Capital Management first reported a position in UMH in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.24M in Q2 2023. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Hunter Perkins Capital Management held 88,317 shares of UMH Properties worth $1.34M as of Q2 2026.
Hunter Perkins Capital Management left its UMH Properties share count unchanged in Q2 2026.
UMH Properties made up 0.3% of Hunter Perkins Capital Management's portfolio in Q2 2026, its #70 holding.
Hunter Perkins Capital Management first reported a position in UMH Properties in Q3 2022 and has held it in 16 quarters since.
Hunter Perkins Capital Management's UMH Properties position peaked at $2.24M in Q2 2023.
239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Hunter Perkins Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.