KeyBank National Association’s UMH Properties UMH Stock Holding History

KeyBank National Association’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	$348K	Sell	23,004 -12,605	-35%	-$193K	﹤0.01%	1072
2026 Q1	$514K	Sell	35,609 -6,678	-16%	-$103K	﹤0.01%	822
2025 Q4	$673K	Buy	42,287 +17,306	+69%	+$260K	﹤0.01%	691
2025 Q3	$371K	Hold	24,981	–	–	﹤0.01%	918
2025 Q2	$419K	Buy	24,981 +762	+3%	+$13K	﹤0.01%	840
2025 Q1	$453K	Hold	24,219	–	–	﹤0.01%	801
2024 Q4	$457K	Buy	24,219 +1,699	+8%	+$32.4K	﹤0.01%	825
2024 Q3	$443K	Hold	22,520	–	–	﹤0.01%	824
2024 Q2	$360K	Hold	22,520	–	–	﹤0.01%	869
2024 Q1	$366K	Hold	22,520	–	–	﹤0.01%	876
2023 Q4	$345K	Buy	22,520 +28	+0.1%	+$403	﹤0.01%	890
2023 Q3	$315K	Hold	22,492	–	–	﹤0.01%	858
2023 Q2	$359K	Hold	22,492	–	–	﹤0.01%	825
2023 Q1	$333K	Sell	22,492 -3	-0%	-$49	﹤0.01%	855
2022 Q4	$362K	Sell	22,495 -10	-0%	-$168	﹤0.01%	805
2022 Q3	$363K	Buy	22,505 +1,154	+5%	+$21.7K	﹤0.01%	774
2022 Q2	$377K	Buy	+21,351	New	+$444K	﹤0.01%	791

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

KeyBank National Association's UMH Position: Q2 2026 in Review

KeyBank National Association reduced its UMH Properties (UMH) stake by 35% in Q2 2026, selling an estimated $193K and leaving 23,004 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

KeyBank National Association first reported a position in UMH in Q2 2022 and has held it in 17 quarters since. The position peaked at $673K in Q4 2025. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

KeyBank National Association held 23,004 shares of UMH Properties worth $348K as of Q2 2026.
KeyBank National Association sold 12,605 UMH Properties shares in Q2 2026, an estimated $193K.
UMH Properties made up ﹤0.01% of KeyBank National Association's portfolio in Q2 2026, its #1072 holding.
KeyBank National Association first reported a position in UMH Properties in Q2 2022 and has held it in 17 quarters since.
KeyBank National Association's UMH Properties position peaked at $673K in Q4 2025.
239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.