MGP
UMH

Metis Global Partners’s UMH Properties UMH Stock Holding History

Metis Global Partners’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 		$320K Sell
21,106
-112
-0.5% -$1.71K 0.01% 625
2026
Q1 		$306K Buy
21,218
+2,061
+11% +$31.9K 0.01% 641
2025
Q4 		$305K Buy
19,157
+1,523
+9% +$22.9K 0.01% 657
2025
Q3 		$262K Buy
17,634
+4,727
+37% +$75.7K 0.01% 684
2025
Q2 		$217K Buy
+12,907
New +$221K 0.01% 707

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

Metis Global Partners's UMH Position: Q2 2026 in Review

Metis Global Partners reduced its UMH Properties (UMH) stake by 0.53% in Q2 2026, selling an estimated $1.71K and leaving 21,106 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #625.

Metis Global Partners first reported a position in UMH in Q2 2025 and has held it in 5 quarters since. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Metis Global Partners held 21,106 shares of UMH Properties worth $320K as of Q2 2026.
  • Metis Global Partners sold 112 UMH Properties shares in Q2 2026, an estimated $1.71K.
  • UMH Properties made up 0.01% of Metis Global Partners's portfolio in Q2 2026, its #625 holding.
  • Metis Global Partners first reported a position in UMH Properties in Q2 2025 and has held it in 5 quarters since.
  • 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Metis Global Partners's 13F filing for Q2 2026, filed 10 Aug 2026.