Neuberger Berman Group
UMH

Neuberger Berman Group’s UMH Properties UMH Stock Holding History

Neuberger Berman Group’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 		$3.31M Sell
218,817
-25,699
-11% -$393K ﹤0.01% 1133
2026
Q1 		$3.53M Sell
244,516
-5,027
-2% -$77.8K ﹤0.01% 1044
2025
Q4 		$3.97M Sell
249,543
-22,990
-8% -$345K ﹤0.01% 1016
2025
Q3 		$4.05M Sell
272,533
-11,238
-4% -$180K ﹤0.01% 1010
2025
Q2 		$4.76M Sell
283,771
-8,987
-3% -$154K ﹤0.01% 973
2025
Q1 		$5.47M Sell
292,758
-9,096
-3% -$166K ﹤0.01% 920
2024
Q4 		$5.7M Sell
301,854
-1,049
-0.3% -$20K ﹤0.01% 924
2024
Q3 		$5.96M Buy
302,903
+9,054
+3% +$168K ﹤0.01% 907
2024
Q2 		$4.7M Buy
293,849
+3,124
+1% +$48.6K ﹤0.01% 925
2024
Q1 		$4.72M Buy
290,725
+37,810
+15% +$579K ﹤0.01% 939
2023
Q4 		$3.87M Sell
252,915
-27,737
-10% -$400K ﹤0.01% 971
2023
Q3 		$3.93M Buy
280,652
+2,245
+0.8% +$34.5K ﹤0.01% 932
2023
Q2 		$4.45M Buy
278,407
+15,581
+6% +$241K ﹤0.01% 915
2023
Q1 		$3.89M Sell
262,826
-6,446
-2% -$106K ﹤0.01% 928
2022
Q4 		$4.34M Sell
269,272
-5,829
-2% -$98.1K ﹤0.01% 898
2022
Q3 		$4.44M Buy
275,101
+4,608
+2% +$86.5K ﹤0.01% 910
2022
Q2 		$4.78M Buy
270,493
+20,188
+8% +$420K ﹤0.01% 907
2022
Q1 		$6.16M Buy
250,305
+6,370
+3% +$153K 0.01% 913
2021
Q4 		$6.57M Sell
243,935
-2,623
-1% -$63.2K 0.01% 915
2021
Q3 		$5.56M Sell
246,558
-6,285
-2% -$147K ﹤0.01% 929
2021
Q2 		$5.44M Buy
252,843
+1,830
+0.7% +$39K ﹤0.01% 941
2021
Q1 		$4.74M Buy
251,013
+9,547
+4% +$161K ﹤0.01% 961
2020
Q4 		$3.52M Sell
241,466
-16,599
-6% -$241K ﹤0.01% 999
2020
Q3 		$3.39M Sell
258,065
-7,025
-3% -$93.7K ﹤0.01% 949
2020
Q2 		$3.43M Sell
265,090
-38,405
-13% -$464K ﹤0.01% 893
2020
Q1 		$3.3M Sell
303,495
-22,450
-7% -$326K 0.01% 856
2019
Q4 		$5.13M Sell
325,945
-2,050
-0.6% -$30.9K 0.01% 856
2019
Q3 		$4.62M Buy
327,995
+16,800
+5% +$218K 0.01% 855
2019
Q2 		$3.86M Buy
311,195
+9,585
+3% +$129K ﹤0.01% 901
2019
Q1 		$4.25M Sell
301,610
-2,770
-0.9% -$37.1K 0.01% 863
2018
Q4 		$3.6M Sell
304,380
-6,965
-2% -$94.3K 0.01% 890
2018
Q3 		$4.87M Buy
311,345
+12,140
+4% +$191K 0.01% 905
2018
Q2 		$4.59M Buy
299,205
+9,926
+3% +$140K 0.01% 925
2018
Q1 		$3.88M Buy
289,279
+32,975
+13% +$429K ﹤0.01% 924
2017
Q4 		$3.82M Buy
256,304
+6,060
+2% +$92.2K ﹤0.01% 913
2017
Q3 		$3.89M Buy
250,244
+5,966
+2% +$95.5K ﹤0.01% 888
2017
Q2 		$4.17M Sell
244,278
-8,975
-4% -$148K 0.01% 893
2017
Q1 		$3.85M Buy
253,253
+71,678
+39% +$1.04M 0.01% 894
2016
Q4 		$2.73M Buy
181,575
+14,000
+8% +$179K ﹤0.01% 942
2016
Q3 		$2M Buy
167,575
+7,600
+5% +$91.8K ﹤0.01% 974
2016
Q2 		$1.8M Buy
159,975
+10,700
+7% +$108K ﹤0.01% 995
2016
Q1 		$1.48M Buy
149,275
+9,300
+7% +$89.5K ﹤0.01% 1030
2015
Q4 		$1.42M Buy
139,975
+29,500
+27% +$291K ﹤0.01% 1064
2015
Q3 		$1.03M Buy
110,475
+21,975
+25% +$209K ﹤0.01% 1155
2015
Q2 		$867K Buy
88,500
+27,200
+44% +$272K ﹤0.01% 1232
2015
Q1 		$617K Buy
61,300
+24,100
+65% +$233K ﹤0.01% 1300
2014
Q4 		$355K Buy
+37,200
New +$358K ﹤0.01% 1416

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

Neuberger Berman Group's UMH Position: Q2 2026 in Review

Neuberger Berman Group reduced its UMH Properties (UMH) stake by 11% in Q2 2026, selling an estimated $393K and leaving 218,817 shares worth $3.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

Neuberger Berman Group first reported a position in UMH in Q4 2014 and has held it in 47 quarters since. The position peaked at $6.57M in Q4 2021. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Neuberger Berman Group held 218,817 shares of UMH Properties worth $3.31M as of Q2 2026.
  • Neuberger Berman Group sold 25,699 UMH Properties shares in Q2 2026, an estimated $393K.
  • UMH Properties made up ﹤0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #1133 holding.
  • Neuberger Berman Group first reported a position in UMH Properties in Q4 2014 and has held it in 47 quarters since.
  • Neuberger Berman Group's UMH Properties position peaked at $6.57M in Q4 2021.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.