KBC Group
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KBC Group’s UMH Properties UMH Stock Holding History

KBC Group’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
Q3 		– Sell
-3,005
Closed -$45K – 1888
2026
Q2 		$45K Hold
3,005
– – ﹤0.01% 1740
2026
Q1 		$43K Hold
3,005
– – ﹤0.01% 1710
2025
Q4 		$48K Hold
3,005
– – ﹤0.01% 1652
2025
Q3 		$45K Hold
3,005
– – ﹤0.01% 1674
2025
Q2 		$50K Buy
3,005
+1,278
+74% +$21.9K ﹤0.01% 1609
2025
Q1 		$32K Buy
+1,727
New +$31.4K ﹤0.01% 1853

Other funds holding UMH

D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pacific Heights Asset Management
Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cherokee Insurance
Cherokee Insurance Sterling Heights, Michigan $264M AUM 34.94% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Montag & Associates
Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

KBC Group's UMH Position: Q3 2026 in Review

KBC Group sold out of UMH Properties (UMH) in Q3 2026, closing a stake of 3,005 shares — an estimated $45K sold.

KBC Group first reported a position in UMH in Q1 2025 and held it in 6 quarters. The position peaked at $50K in Q2 2025. 113 funds tracked by Wall St. Rank hold UMH as of Q3 2026.

  • KBC Group reported no remaining UMH Properties position as of Q3 2026 after selling out during the quarter.
  • KBC Group sold 3,005 UMH Properties shares in Q3 2026, an estimated $45K.
  • KBC Group first reported a position in UMH Properties in Q1 2025 and held it in 6 quarters.
  • KBC Group's UMH Properties position peaked at $50K in Q2 2025.
  • 113 funds tracked by Wall St. Rank held UMH Properties as of Q3 2026.

Based on KBC Group's 13F filing for Q3 2026, filed 22 Oct 2026.