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IEQ Capital’s UMH Properties UMH Stock Holding History

IEQ 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 		$419K Buy
+27,690
New +$424K ﹤0.01% 1478
2020
Q2 		– Sell
-10,000
Closed -$109K – 399
2020
Q1 		$109K Hold
10,000
– – 0.01% 355
2019
Q4 		$157K Buy
+10,000
New +$151K 0.01% 388

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 $3.38T AUM 44.17% 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

IEQ Capital's UMH Position: Q2 2026 in Review

IEQ Capital opened a new position in UMH Properties (UMH) in Q2 2026: 27,690 shares worth $419K. The stake represents ﹤0.01% of the portfolio and ranks #1478 among its holdings. This is a return to the name: IEQ Capital previously reported a position in UMH as recently as Q1 2020.

IEQ Capital first reported a position in UMH in Q4 2019 and has held it in 3 quarters since. 259 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • IEQ Capital held 27,690 shares of UMH Properties worth $419K as of Q2 2026.
  • UMH Properties was a new IEQ Capital position in Q2 2026.
  • UMH Properties made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1478 holding.
  • IEQ Capital first reported a position in UMH Properties in Q4 2019 and has held it in 3 quarters since.
  • 259 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.