KCM
UMH

Kennedy Capital Management’s UMH Properties UMH Stock Holding History

Kennedy 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 		$8.79M Sell
580,640
-14,836
-2% -$227K 0.16% 220
2026
Q1 		$8.59M Sell
595,476
-1,668
-0.3% -$25.8K 0.18% 191
2025
Q4 		$9.5M Buy
597,144
+61,111
+11% +$918K 0.2% 175
2025
Q3 		$7.96M Sell
536,033
-14,846
-3% -$238K 0.18% 214
2025
Q2 		$9.25M Sell
550,879
-21,728
-4% -$372K 0.22% 155
2025
Q1 		$10.7M Sell
572,607
-54,676
-9% -$995K 0.26% 126
2024
Q4 		$11.8M Sell
627,283
-18,265
-3% -$348K 0.26% 106
2024
Q3 		$12.7M Sell
645,548
-75,357
-10% -$1.4M 0.28% 95
2024
Q2 		$11.5M Buy
720,905
+56,528
+9% +$880K 0.25% 129
2024
Q1 		$10.8M Buy
664,377
+472,307
+246% +$7.23M 0.22% 155
2023
Q4 		$2.94M Sell
192,070
-3,274
-2% -$47.2K 0.06% 408
2023
Q3 		$2.74M Hold
195,344
– – 0.07% 405
2023
Q2 		$3.12M Hold
195,344
– – 0.07% 390
2023
Q1 		$2.89M Hold
195,344
– – 0.09% 353
2022
Q4 		$3.15M Sell
195,344
-183
-0.1% -$3.08K 0.09% 353
2022
Q3 		$3.16M Sell
195,527
-349
-0.2% -$6.55K 0.09% 347
2022
Q2 		$3.46M Sell
195,876
-1,852
-0.9% -$38.5K 0.1% 339
2022
Q1 		$4.86M Buy
+197,728
New +$4.75M 0.12% 313
2021
Q4 		– Sell
-11,104
Closed -$254K – 643
2021
Q3 		$254K Sell
11,104
-18,656
-63% -$435K 0.01% 614
2021
Q2 		$649K Sell
29,760
-172,091
-85% -$3.67M 0.01% 559
2021
Q1 		$3.87M Sell
201,851
-97,641
-33% -$1.64M 0.08% 422
2020
Q4 		$4.43M Buy
299,492
+4,681
+2% +$68K 0.1% 373
2020
Q3 		$3.99M Sell
294,811
-94,497
-24% -$1.26M 0.11% 353
2020
Q2 		$5.03M Buy
389,308
+54,073
+16% +$653K 0.15% 274
2020
Q1 		$3.64M Buy
335,235
+32,749
+11% +$476K 0.13% 287
2019
Q4 		$4.76M Sell
302,486
-561,923
-65% -$8.47M 0.12% 341
2019
Q3 		$12.2M Buy
864,409
+8,353
+1% +$108K 0.3% 75
2019
Q2 		$10.6M Buy
856,056
+683,418
+396% +$9.2M 0.25% 113
2019
Q1 		$2.43M Buy
+172,638
New +$2.32M 0.06% 505

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
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

Kennedy Capital Management's UMH Position: Q2 2026 in Review

Kennedy Capital Management reduced its UMH Properties (UMH) stake by 2.5% in Q2 2026, selling an estimated $227K and leaving 580,640 shares worth $8.79M. The position accounts for 0.16% of the portfolio, ranked #220.

Kennedy Capital Management first reported a position in UMH in Q1 2019 and has held it in 29 quarters since. The position peaked at $12.7M in Q3 2024. 260 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Kennedy Capital Management held 580,640 shares of UMH Properties worth $8.79M as of Q2 2026.
  • Kennedy Capital Management sold 14,836 UMH Properties shares in Q2 2026, an estimated $227K.
  • UMH Properties made up 0.16% of Kennedy Capital Management's portfolio in Q2 2026, its #220 holding.
  • Kennedy Capital Management first reported a position in UMH Properties in Q1 2019 and has held it in 29 quarters since.
  • Kennedy Capital Management's UMH Properties position peaked at $12.7M in Q3 2024.
  • 260 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.