Marshall Wace’s UMH Properties UMH Stock Holding History

Marshall Wace’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	$4.66M	Buy	+307,597	New	+$4.71M	﹤0.01%	1417
2026 Q1	–	Sell	-66,395	Closed	-$1.06M	–	3700
2025 Q4	$1.06M	Buy	+66,395	New	+$997K	﹤0.01%	1896
2025 Q3	–	Sell	-161,689	Closed	-$2.71M	–	3428
2025 Q2	$2.71M	Sell	161,689 -103,549	-39%	-$1.77M	﹤0.01%	1426
2025 Q1	$4.96M	Sell	265,238 -230,662	-47%	-$4.2M	0.01%	1071
2024 Q4	$9.36M	Sell	495,900 -143,527	-22%	-$2.74M	0.01%	814
2024 Q3	$12.6M	Buy	639,427 +495,598	+345%	+$9.22M	0.02%	672
2024 Q2	$2.3M	Buy	+143,829	New	+$2.24M	﹤0.01%	1302
2020 Q4	–	Sell	-52,603	Closed	-$712K	–	2191
2020 Q3	$712K	Buy	+52,603	New	+$701K	﹤0.01%	1134
2019 Q3	–	Sell	-52,684	Closed	-$654K	–	1940
2019 Q2	$654K	Sell	52,684 -26,630	-34%	-$359K	0.01%	1027
2019 Q1	$1.12M	Sell	79,314 -7,349	-8%	-$98.5K	0.01%	895
2018 Q4	$1.03M	Buy	+86,663	New	+$1.17M	0.01%	909

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Marshall Wace's UMH Position: Q2 2026 in Review

Marshall Wace opened a new position in UMH Properties (UMH) in Q2 2026: 307,597 shares worth $4.66M. The stake represents ﹤0.01% of the portfolio and ranks #1417 among its holdings. This is a return to the name: Marshall Wace previously reported a position in UMH as recently as Q4 2025.

Marshall Wace first reported a position in UMH in Q4 2018 and has held it in 11 quarters since. The position peaked at $12.6M in Q3 2024. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Marshall Wace held 307,597 shares of UMH Properties worth $4.66M as of Q2 2026.
UMH Properties was a new Marshall Wace position in Q2 2026.
UMH Properties made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1417 holding.
Marshall Wace first reported a position in UMH Properties in Q4 2018 and has held it in 11 quarters since.
Marshall Wace's UMH Properties position peaked at $12.6M in Q3 2024.
239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.