Mercer Global Advisors’s UMH Properties UMH Stock Holding History

Mercer Global Advisors’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	$296K	Sell	20,487 -7,701	-27%	-$119K	﹤0.01%	2448
2025 Q4	$448K	Buy	28,188 +6,869	+32%	+$103K	﹤0.01%	1936
2025 Q3	$317K	Buy	+21,319	New	+$341K	﹤0.01%	2051
2022 Q2	–	Sell	-9,060	Closed	-$223K	–	1927
2022 Q1	$223K	Hold	9,060	–	–	﹤0.01%	1671
2021 Q4	$248K	Sell	9,060 -666	-7%	-$16K	﹤0.01%	1558
2021 Q3	$223K	Buy	+9,726	New	+$227K	﹤0.01%	1569
2021 Q2	–	Sell	-10,036	Closed	-$192K	–	1747
2021 Q1	$192K	Buy	+10,036	New	+$169K	﹤0.01%	1491

Other funds holding UMH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Mercer Global Advisors's UMH Position: Q1 2026 in Review

Mercer Global Advisors reduced its UMH Properties (UMH) stake by 27% in Q1 2026, selling an estimated $119K and leaving 20,487 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #2448.

Mercer Global Advisors first reported a position in UMH in Q1 2021 and has held it in 7 quarters since. The position peaked at $448K in Q4 2025. 268 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

Mercer Global Advisors held 20,487 shares of UMH Properties worth $296K as of Q1 2026.
Mercer Global Advisors sold 7,701 UMH Properties shares in Q1 2026, an estimated $119K.
UMH Properties made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2448 holding.
Mercer Global Advisors first reported a position in UMH Properties in Q1 2021 and has held it in 7 quarters since.
Mercer Global Advisors's UMH Properties position peaked at $448K in Q4 2025.
268 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.