Los Angeles Capital Management’s UMH Properties UMH Stock Holding History

Los Angeles 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	–	Sell	-256	Closed	-$3.69K	–	2511
2026 Q1	$3.69K	Hold	256	–	–	﹤0.01%	2200
2025 Q4	$3.64K	Buy	+256	New	+$3.84K	﹤0.01%	2350
2025 Q1	–	Sell	-14,985	Closed	-$283K	–	1232
2024 Q4	$283K	Sell	14,985 -9,190	-38%	-$175K	﹤0.01%	947
2024 Q3	$476K	Buy	+24,175	New	+$450K	﹤0.01%	875
2020 Q4	–	Sell	-18,820	Closed	-$255K	–	1556
2020 Q3	$255K	Hold	18,820	–	–	﹤0.01%	1320
2020 Q2	$243K	Buy	18,820 +6,620	+54%	+$80K	﹤0.01%	1347
2020 Q1	$132K	Buy	+12,200	New	+$177K	﹤0.01%	1265

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Los Angeles Capital Management's UMH Position: Q2 2026 in Review

Los Angeles Capital Management sold out of UMH Properties (UMH) in Q2 2026, closing a stake of 256 shares — an estimated $3.69K sold.

Los Angeles Capital Management first reported a position in UMH in Q1 2020 and held it in 7 quarters. The position peaked at $476K in Q3 2024. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Los Angeles Capital Management reported no remaining UMH Properties position as of Q2 2026 after selling out during the quarter.
Los Angeles Capital Management sold 256 UMH Properties shares in Q2 2026, an estimated $3.69K.
Los Angeles Capital Management first reported a position in UMH Properties in Q1 2020 and held it in 7 quarters.
Los Angeles Capital Management's UMH Properties position peaked at $476K in Q3 2024.
258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

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