Jennison Associates
UMH

Jennison Associates’s UMH Properties UMH Stock Holding History

Jennison Associates’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 		– Sell
-933,034
Closed -$13.5M – 626
2026
Q1 		$13.5M Sell
933,034
-422,566
-31% -$6.54M 0.01% 358
2025
Q4 		$21.6M Sell
1,355,600
-232,676
-15% -$3.49M 0.01% 328
2025
Q3 		$23.6M Buy
1,588,276
+51,914
+3% +$831K 0.01% 316
2025
Q2 		$25.8M Buy
1,536,362
+150,718
+11% +$2.58M 0.02% 302
2025
Q1 		$25.9M Sell
1,385,644
-76,941
-5% -$1.4M 0.02% 304
2024
Q4 		$27.6M Buy
1,462,585
+145,310
+11% +$2.77M 0.02% 311
2024
Q3 		$25.9M Sell
1,317,275
-9,774
-0.7% -$182K 0.02% 319
2024
Q2 		$21.2M Buy
1,327,049
+21,431
+2% +$334K 0.01% 321
2024
Q1 		$21.2M Buy
1,305,618
+5,015
+0.4% +$76.8K 0.01% 337
2023
Q4 		$19.9M Sell
1,300,603
-97,168
-7% -$1.4M 0.01% 330
2023
Q3 		$19.6M Sell
1,397,771
-22,965
-2% -$353K 0.02% 316
2023
Q2 		$22.7M Sell
1,420,736
-9,587
-0.7% -$148K 0.02% 301
2023
Q1 		$21.2M Sell
1,430,323
-762,923
-35% -$12.5M 0.02% 322
2022
Q4 		$35.3M Buy
2,193,246
+3,830
+0.2% +$64.4K 0.04% 238
2022
Q3 		$35.4M Buy
2,189,416
+681,272
+45% +$12.8M 0.04% 229
2022
Q2 		$26.6M Buy
1,508,144
+296,853
+25% +$6.17M 0.03% 273
2022
Q1 		$29.8M Buy
1,211,291
+254,827
+27% +$6.12M 0.02% 301
2021
Q4 		$26.1M Buy
956,464
+204,343
+27% +$4.92M 0.02% 319
2021
Q3 		$17.2M Sell
752,121
-4,000
-0.5% -$93.3K 0.01% 385
2021
Q2 		$16.5M Buy
756,121
+625,072
+477% +$13.3M 0.01% 399
2021
Q1 		$2.51M Buy
+131,049
New +$2.21M ﹤0.01% 515

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

Jennison Associates's UMH Position: Q2 2026 in Review

Jennison Associates sold out of UMH Properties (UMH) in Q2 2026, closing a stake of 933,034 shares — an estimated $13.5M sold.

Jennison Associates first reported a position in UMH in Q1 2021 and held it in 21 quarters. The position peaked at $35.4M in Q3 2022. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Jennison Associates reported no remaining UMH Properties position as of Q2 2026 after selling out during the quarter.
  • Jennison Associates sold 933,034 UMH Properties shares in Q2 2026, an estimated $13.5M.
  • Jennison Associates first reported a position in UMH Properties in Q1 2021 and held it in 21 quarters.
  • Jennison Associates's UMH Properties position peaked at $35.4M in Q3 2022.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Jennison Associates's 13F filing for Q2 2026, filed 3 Aug 2026.