Loomis, Sayles & Company
UMH

Loomis, Sayles & Company’s UMH Properties UMH Stock Holding History

Loomis, Sayles & Company’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 		$22.3K Hold
1,471
– – ﹤0.01% 680
2026
Q1 		$21.2K Buy
+1,471
New +$22.8K ﹤0.01% 675
2025
Q4 		– Sell
-1,485
Closed -$22.1K – 756
2025
Q3 		$22.1K Sell
1,485
-75
-5% -$1.2K ﹤0.01% 688
2025
Q2 		$26.2K Hold
1,560
– – ﹤0.01% 682
2025
Q1 		$29K Sell
1,560
-871
-36% -$15.9K ﹤0.01% 686
2024
Q4 		$46K Hold
2,431
– – ﹤0.01% 673
2024
Q3 		$48K Buy
2,431
+2,346
+2,760% +$43.7K ﹤0.01% 639
2024
Q2 		$1K Sell
85
-1,328
-94% -$20.7K ﹤0.01% 703
2024
Q1 		$23K Buy
1,413
+1,328
+1,562% +$20.3K ﹤0.01% 657
2023
Q4 		$1K Buy
+85
New +$1.23K ﹤0.01% 968
2022
Q4 		– Sell
-377,833
Closed -$6.1M – 987
2022
Q3 		$6.1M Buy
377,833
+377,765
+555,537% +$7.09M 0.01% 348
2022
Q2 		$1K Buy
68
+7
+11% +$145 ﹤0.01% 955
2022
Q1 		$1K Sell
61
-911
-94% -$21.9K ﹤0.01% 998
2021
Q4 		$27K Hold
972
– – ﹤0.01% 656
2021
Q3 		$22K Buy
972
+351
+57% +$8.19K ﹤0.01% 682
2021
Q2 		$14K Buy
+621
New +$13.2K ﹤0.01% 717
2020
Q4 		– Sell
-346
Closed -$5K – 829
2020
Q3 		$5K Buy
+346
New +$4.61K ﹤0.01% 630
2019
Q4 		– Sell
-2,653
Closed -$37K – 764
2019
Q3 		$37K Buy
2,653
+849
+47% +$11K ﹤0.01% 680
2019
Q2 		$22K Sell
1,804
-708
-28% -$9.54K ﹤0.01% 545
2019
Q1 		$35K Buy
2,512
+401
+19% +$5.38K ﹤0.01% 562
2018
Q4 		$25K Hold
2,111
– – ﹤0.01% 648
2018
Q3 		$33K Sell
2,111
-102
-5% -$1.6K ﹤0.01% 658
2018
Q2 		$34K Sell
2,213
-261
-11% -$3.68K ﹤0.01% 681
2018
Q1 		$33K Buy
+2,474
New +$32.2K ﹤0.01% 680

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

Loomis, Sayles & Company's UMH Position: Q2 2026 in Review

Loomis, Sayles & Company held its UMH Properties (UMH) position steady in Q2 2026 at 1,471 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Loomis, Sayles & Company first reported a position in UMH in Q1 2018 and has held it in 24 quarters since. The position peaked at $6.1M in Q3 2022. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Loomis, Sayles & Company held 1,471 shares of UMH Properties worth $22.3K as of Q2 2026.
  • Loomis, Sayles & Company left its UMH Properties share count unchanged in Q2 2026.
  • UMH Properties made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q2 2026, its #680 holding.
  • Loomis, Sayles & Company first reported a position in UMH Properties in Q1 2018 and has held it in 24 quarters since.
  • Loomis, Sayles & Company's UMH Properties position peaked at $6.1M in Q3 2022.
  • 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.