Macquarie Group
UMH

Macquarie Group’s UMH Properties UMH Stock Holding History

Macquarie Group’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
Q1 		$350K Sell
24,267
-13,187
-35% -$204K ﹤0.01% 727
2025
Q4 		$596K Buy
37,454
+3,351
+10% +$50.3K ﹤0.01% 715
2025
Q3 		$506K Hold
34,103
– – ﹤0.01% 1421
2025
Q2 		$573K Buy
34,103
+4,703
+16% +$80.5K ﹤0.01% 1447
2025
Q1 		$550K Buy
29,400
+9,869
+51% +$180K ﹤0.01% 1462
2024
Q4 		$369K Buy
19,531
+6,620
+51% +$126K ﹤0.01% 1469
2024
Q3 		$254K Buy
+12,911
New +$240K ﹤0.01% 1538

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Macquarie Group's UMH Position: Q1 2026 in Review

Macquarie Group reduced its UMH Properties (UMH) stake by 35% in Q1 2026, selling an estimated $204K and leaving 24,267 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Macquarie Group first reported a position in UMH in Q3 2024 and has held it in 7 quarters since. The position peaked at $596K in Q4 2025. 269 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

  • Macquarie Group held 24,267 shares of UMH Properties worth $350K as of Q1 2026.
  • Macquarie Group sold 13,187 UMH Properties shares in Q1 2026, an estimated $204K.
  • UMH Properties made up ﹤0.01% of Macquarie Group's portfolio in Q1 2026, its #727 holding.
  • Macquarie Group first reported a position in UMH Properties in Q3 2024 and has held it in 7 quarters since.
  • Macquarie Group's UMH Properties position peaked at $596K in Q4 2025.
  • 269 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

Based on Macquarie Group's 13F filing for Q1 2026, filed 15 May 2026.