LDR Capital Management’s UMH Properties UMH Stock Holding History

LDR 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	$397K	Sell	26,198 -4,964	-16%	-$76K	0.46%	41
2026 Q1	$450K	Sell	31,162 -39,697	-56%	-$614K	0.6%	38
2025 Q4	$1.13M	Sell	70,859 -29,838	-30%	-$448K	1.56%	24
2025 Q3	$1.5M	Sell	100,697 -37,471	-27%	-$600K	2.2%	15
2025 Q2	$2.32M	Buy	138,168 +1,691	+1%	+$28.9K	3%	16
2025 Q1	$2.55M	Buy	136,477 +5,011	+4%	+$91.2K	3.08%	14
2024 Q4	$2.48M	Sell	131,466 -35,625	-21%	-$679K	3.36%	9
2024 Q3	$3.29M	Sell	167,091 -69,370	-29%	-$1.29M	3.66%	7
2024 Q2	$3.78M	Hold	236,461	–	–	3.44%	10
2024 Q1	$3.84M	Sell	236,461 -14,578	-6%	-$223K	2.58%	11
2023 Q4	$3.85M	Hold	251,039	–	–	2.15%	12
2023 Q3	$3.52M	Buy	251,039 +32,094	+15%	+$493K	2.14%	14
2023 Q2	$3.5M	Sell	218,945 -4,556	-2%	-$70.5K	2.18%	14
2023 Q1	$3.31M	Buy	223,501 +10,458	+5%	+$172K	2.18%	15
2022 Q4	$3.43M	Buy	213,043 +45,233	+27%	+$761K	1.88%	15
2022 Q3	$2.71M	Buy	167,810 +18,610	+12%	+$349K	1.37%	20
2022 Q2	$2.63M	Sell	149,200 -11,000	-7%	-$229K	1.1%	26
2022 Q1	$3.94M	Buy	+160,200	New	+$3.85M	1.24%	26

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

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

LDR Capital Management reduced its UMH Properties (UMH) stake by 16% in Q2 2026, selling an estimated $76K and leaving 26,198 shares worth $397K. The position accounts for 0.46% of the portfolio, ranked #41.

LDR Capital Management first reported a position in UMH in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.94M in Q1 2022. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

LDR Capital Management held 26,198 shares of UMH Properties worth $397K as of Q2 2026.
LDR Capital Management sold 4,964 UMH Properties shares in Q2 2026, an estimated $76K.
UMH Properties made up 0.46% of LDR Capital Management's portfolio in Q2 2026, its #41 holding.
LDR Capital Management first reported a position in UMH Properties in Q1 2022 and has held it in 18 quarters since.
LDR Capital Management's UMH Properties position peaked at $3.94M in Q1 2022.
239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on LDR Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.