Mercer Global Advisors
UMH

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
Q2 		$623K Buy
41,142
+20,655
+101% +$316K ﹤0.01% 2098
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
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

Mercer Global Advisors's UMH Position: Q2 2026 in Review

Mercer Global Advisors increased its UMH Properties (UMH) stake by 101% in Q2 2026, buying an estimated $316K and bringing the position to 41,142 shares worth $623K. The position accounts for ﹤0.01% of the portfolio, ranked #2098.

Mercer Global Advisors first reported a position in UMH in Q1 2021 and has held it in 8 quarters since. 259 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Mercer Global Advisors held 41,142 shares of UMH Properties worth $623K as of Q2 2026.
  • Mercer Global Advisors bought 20,655 UMH Properties shares in Q2 2026, an estimated $316K.
  • UMH Properties made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2098 holding.
  • Mercer Global Advisors first reported a position in UMH Properties in Q1 2021 and has held it in 8 quarters since.
  • 259 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.