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 Q2	$212K	Sell	14,035 -10,232	-42%	-$157K	﹤0.01%	781
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Macquarie Group's UMH Position: Q2 2026 in Review

Macquarie Group reduced its UMH Properties (UMH) stake by 42% in Q2 2026, selling an estimated $157K and leaving 14,035 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Macquarie Group first reported a position in UMH in Q3 2024 and has held it in 8 quarters since. The position peaked at $596K in Q4 2025. 259 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Macquarie Group held 14,035 shares of UMH Properties worth $212K as of Q2 2026.
Macquarie Group sold 10,232 UMH Properties shares in Q2 2026, an estimated $157K.
UMH Properties made up ﹤0.01% of Macquarie Group's portfolio in Q2 2026, its #781 holding.
Macquarie Group first reported a position in UMH Properties in Q3 2024 and has held it in 8 quarters since.
Macquarie Group's UMH Properties position peaked at $596K in Q4 2025.
259 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Macquarie Group's 13F filing for Q2 2026, filed 14 Aug 2026.