MGP
UMH

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
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

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

M&G plc's UMH Position: Q2 2026 in Review

M&G plc held its UMH Properties (UMH) position steady in Q2 2026 at 16,263 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

M&G plc first reported a position in UMH in Q1 2025 and has held it in 5 quarters since. 259 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • M&G plc held 16,263 shares of UMH Properties worth $244K as of Q2 2026.
  • M&G plc left its UMH Properties share count unchanged in Q2 2026.
  • UMH Properties made up ﹤0.01% of M&G plc's portfolio in Q2 2026, its #357 holding.
  • M&G plc first reported a position in UMH Properties in Q1 2025 and has held it in 5 quarters since.
  • 259 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on M&G plc's 13F filing for Q2 2026, filed 6 Aug 2026.