Lazard Asset Management
UMH

Lazard Asset Management’s UMH Properties UMH Stock Holding History

Lazard Asset 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 		$1.55M Buy
102,570
+3,064
+3% +$46.9K ﹤0.01% 1086
2026
Q1 		$1.44M Buy
99,506
+10,493
+12% +$162K ﹤0.01% 1056
2025
Q4 		$1.42M Buy
89,013
+3,228
+4% +$48.5K ﹤0.01% 1037
2025
Q3 		$1.27M Buy
+85,785
New +$1.37M ﹤0.01% 1055
2025
Q1 		– Sell
-2,087
Closed -$39K – 2588
2024
Q4 		$39K Sell
2,087
-132
-6% -$2.52K ﹤0.01% 2019
2024
Q3 		$43K Sell
2,219
-5,406
-71% -$101K ﹤0.01% 1946
2024
Q2 		$121K Sell
7,625
-703
-8% -$10.9K ﹤0.01% 1697
2024
Q1 		$135K Sell
8,328
-507
-6% -$7.76K ﹤0.01% 1434
2023
Q4 		$135K Buy
8,835
+498
+6% +$7.18K ﹤0.01% 1538
2023
Q3 		$116K Buy
8,337
+2,789
+50% +$42.9K ﹤0.01% 1580
2023
Q2 		$88K Buy
5,548
+1,174
+27% +$18.2K ﹤0.01% 1627
2023
Q1 		$64K Buy
4,374
+1,674
+62% +$27.5K ﹤0.01% 1714
2022
Q4 		$43K Sell
2,700
-1,428
-35% -$24K ﹤0.01% 1892
2022
Q3 		$66K Sell
4,128
-265,964
-98% -$4.99M ﹤0.01% 1673
2022
Q2 		$4.77M Sell
270,092
-48,618
-15% -$1.01M 0.01% 748
2022
Q1 		$7.84M Buy
318,710
+316,274
+12,983% +$7.6M 0.01% 665
2021
Q4 		$66K Buy
2,436
+362
+17% +$8.72K ﹤0.01% 1623
2021
Q3 		$47K Sell
2,074
-159
-7% -$3.71K ﹤0.01% 1712
2021
Q2 		$48K Hold
2,233
– – ﹤0.01% 1615
2021
Q1 		$42K Hold
2,233
– – ﹤0.01% 1520
2020
Q4 		$33K Buy
+2,233
New +$32.5K ﹤0.01% 1538

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

Lazard Asset Management's UMH Position: Q2 2026 in Review

Lazard Asset Management increased its UMH Properties (UMH) stake by 3.1% in Q2 2026, buying an estimated $46.9K and bringing the position to 102,570 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Lazard Asset Management first reported a position in UMH in Q4 2020 and has held it in 21 quarters since. The position peaked at $7.84M in Q1 2022. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Lazard Asset Management held 102,570 shares of UMH Properties worth $1.55M as of Q2 2026.
  • Lazard Asset Management bought 3,064 UMH Properties shares in Q2 2026, an estimated $46.9K.
  • UMH Properties made up ﹤0.01% of Lazard Asset Management's portfolio in Q2 2026, its #1086 holding.
  • Lazard Asset Management first reported a position in UMH Properties in Q4 2020 and has held it in 21 quarters since.
  • Lazard Asset Management's UMH Properties position peaked at $7.84M in Q1 2022.
  • 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

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