MAI Capital Management’s UMH Properties UMH Stock Holding History

MAI 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	-373	Closed	-$5.38K	–	4573
2026 Q1	$5.38K	Buy	373 +180	+93%	+$2.79K	﹤0.01%	3481
2025 Q4	$3.07K	Buy	193 +43	+29%	+$646	﹤0.01%	3299
2025 Q3	$2.23K	Sell	150 -269	-64%	-$4.31K	﹤0.01%	3283
2025 Q2	$7.04K	Buy	419 +269	+179%	+$4.6K	﹤0.01%	2902
2025 Q1	$2.81K	Hold	150	–	–	﹤0.01%	2893
2024 Q4	$2.83K	Buy	+150	New	+$2.86K	﹤0.01%	2948

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

MAI Capital Management's UMH Position: Q2 2026 in Review

MAI Capital Management sold out of UMH Properties (UMH) in Q2 2026, closing a stake of 373 shares — an estimated $5.38K sold.

MAI Capital Management first reported a position in UMH in Q4 2024 and held it in 6 quarters. The position peaked at $7.04K in Q2 2025. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

MAI Capital Management reported no remaining UMH Properties position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 373 UMH Properties shares in Q2 2026, an estimated $5.38K.
MAI Capital Management first reported a position in UMH Properties in Q4 2024 and held it in 6 quarters.
MAI Capital Management's UMH Properties position peaked at $7.04K in Q2 2025.
258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.