M&G plc
UMH icon

M&G plc’s UMH Properties UMH Stock Holding History

M&G plc’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
Q3 		– Sell
-16,263
Closed -$244K – 396
2026
Q2 		$244K Hold
16,263
– – ﹤0.01% 357
2026
Q1 		$228K Buy
+16,263
New +$252K ﹤0.01% 368
2025
Q4 		– Sell
-12,000
Closed -$180K – 422
2025
Q3 		$180K Buy
12,000
+909
+8% +$14.6K ﹤0.01% 368
2025
Q2 		$189K Buy
11,091
+1,112
+11% +$19K ﹤0.01% 407
2025
Q1 		$190K Buy
+9,979
New +$182K ﹤0.01% 409

Other funds holding UMH

D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pacific Heights Asset Management
Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cherokee Insurance
Cherokee Insurance Sterling Heights, Michigan $264M AUM 34.94% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Montag & Associates
Montag & Associates Atlanta, Georgia $2.33B AUM 20.88% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

M&G plc's UMH Position: Q3 2026 in Review

M&G plc sold out of UMH Properties (UMH) in Q3 2026, closing a stake of 16,263 shares — an estimated $244K sold.

M&G plc first reported a position in UMH in Q1 2025 and held it in 5 quarters. The position peaked at $244K in Q2 2026. 113 funds tracked by Wall St. Rank hold UMH as of Q3 2026.

  • M&G plc reported no remaining UMH Properties position as of Q3 2026 after selling out during the quarter.
  • M&G plc sold 16,263 UMH Properties shares in Q3 2026, an estimated $244K.
  • M&G plc first reported a position in UMH Properties in Q1 2025 and held it in 5 quarters.
  • M&G plc's UMH Properties position peaked at $244K in Q2 2026.
  • 113 funds tracked by Wall St. Rank held UMH Properties as of Q3 2026.

Based on M&G plc's 13F filing for Q3 2026, filed 4 Nov 2026.