New York State Common Retirement Fund’s UMH Properties UMH Stock Holding History

New York State Common Retirement Fund’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	$465K	Buy	30,714 +8,500	+38%	+$130K	﹤0.01%	2033
2026 Q1	$321K	Hold	22,214	–	–	﹤0.01%	2070
2025 Q4	$353K	Hold	22,214	–	–	﹤0.01%	2087
2025 Q3	$330K	Hold	22,214	–	–	﹤0.01%	2089
2025 Q2	$373K	Buy	22,214 +1,400	+7%	+$24K	﹤0.01%	2002
2025 Q1	$389K	Hold	20,814	–	–	﹤0.01%	1969
2024 Q4	$393K	Hold	20,814	–	–	﹤0.01%	2022
2024 Q3	$409K	Sell	20,814 -5,800	-22%	-$108K	﹤0.01%	2011
2024 Q2	$426K	Buy	26,614 +4,112	+18%	+$64K	﹤0.01%	2104
2024 Q1	$365K	Buy	22,502 +18	+0.1%	+$276	﹤0.01%	2197
2023 Q4	$344K	Buy	22,484 +28	+0.1%	+$403	﹤0.01%	2238
2023 Q3	$315K	Buy	22,456 +31	+0.1%	+$477	﹤0.01%	2233
2023 Q2	$358K	Sell	22,425 -9,019	-29%	-$140K	﹤0.01%	2244
2023 Q1	$465K	Sell	31,444 -5,478	-15%	-$90K	﹤0.01%	2215
2022 Q4	$594K	Sell	36,922 -29	-0.1%	-$488	﹤0.01%	2226
2022 Q3	$597K	Buy	36,951 +5,739	+18%	+$108K	﹤0.01%	2242
2022 Q2	$551K	Sell	31,212 -28,414	-48%	-$591K	﹤0.01%	2318
2022 Q1	$1.47M	Buy	59,626 +24	+0%	+$576	﹤0.01%	1913
2021 Q4	$1.63M	Buy	59,602 +24	+0%	+$578	﹤0.01%	1876
2021 Q3	$1.36M	Buy	59,578 +23,666	+66%	+$552K	﹤0.01%	1974
2021 Q2	$784K	Buy	35,912 +4,812	+15%	+$103K	﹤0.01%	2341
2021 Q1	$596K	Hold	31,100	–	–	﹤0.01%	2367
2020 Q4	$461K	Hold	31,100	–	–	﹤0.01%	2388
2020 Q3	$421K	Hold	31,100	–	–	﹤0.01%	2289
2020 Q2	$402K	Hold	31,100	–	–	﹤0.01%	2328
2020 Q1	$338K	Hold	31,100	–	–	﹤0.01%	2227
2019 Q4	$489K	Sell	31,100 -6,700	-18%	-$101K	﹤0.01%	2309
2019 Q3	$532K	Buy	37,800 +7,700	+26%	+$99.8K	﹤0.01%	2300
2019 Q2	$374K	Hold	30,100	–	–	﹤0.01%	2521
2019 Q1	$424K	Hold	30,100	–	–	﹤0.01%	2381
2018 Q4	$356K	Sell	30,100 -7,900	-21%	-$107K	﹤0.01%	2437
2018 Q3	$594K	Hold	38,000	–	–	﹤0.01%	2339
2018 Q2	$583K	Buy	38,000 +6,900	+22%	+$97.2K	﹤0.01%	2384
2018 Q1	$417K	Hold	31,100	–	–	﹤0.01%	2428
2017 Q4	$463K	Hold	31,100	–	–	﹤0.01%	2393
2017 Q3	$484K	Hold	31,100	–	–	﹤0.01%	2366
2017 Q2	$530K	Buy	31,100 +5,899	+23%	+$97.3K	﹤0.01%	2379
2017 Q1	$383K	Buy	25,201 +1	+0%	+$15	﹤0.01%	2501
2016 Q4	$379K	Hold	25,200	–	–	﹤0.01%	2497
2016 Q3	$300K	Buy	25,200 +4,900	+24%	+$59.2K	﹤0.01%	2583
2016 Q2	$228K	Hold	20,300	–	–	﹤0.01%	2668
2016 Q1	$201K	Hold	20,300	–	–	﹤0.01%	2673
2015 Q4	$205K	Hold	20,300	–	–	﹤0.01%	2758
2015 Q3	$189K	Sell	20,300 -4,896	-19%	-$46.6K	﹤0.01%	2809
2015 Q2	$247K	Buy	+25,196	New	+$252K	﹤0.01%	2842

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

New York State Common Retirement Fund's UMH Position: Q2 2026 in Review

New York State Common Retirement Fund increased its UMH Properties (UMH) stake by 38% in Q2 2026, buying an estimated $130K and bringing the position to 30,714 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #2033.

New York State Common Retirement Fund first reported a position in UMH in Q2 2015 and has held it in 45 quarters since. The position peaked at $1.63M in Q4 2021. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

New York State Common Retirement Fund held 30,714 shares of UMH Properties worth $465K as of Q2 2026.
New York State Common Retirement Fund bought 8,500 UMH Properties shares in Q2 2026, an estimated $130K.
UMH Properties made up ﹤0.01% of New York State Common Retirement Fund's portfolio in Q2 2026, its #2033 holding.
New York State Common Retirement Fund first reported a position in UMH Properties in Q2 2015 and has held it in 45 quarters since.
New York State Common Retirement Fund's UMH Properties position peaked at $1.63M in Q4 2021.
258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on New York State Common Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.