Nissay Asset Management’s UMH Properties UMH Stock Holding History

Nissay Asset Management’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	$194K	Buy	12,784 +944	+8%	+$14.4K	﹤0.01%	678
2026 Q1	$171K	Buy	11,840 +470	+4%	+$7.28K	﹤0.01%	659
2025 Q4	$181K	Buy	11,370 +452	+4%	+$6.79K	﹤0.01%	657
2025 Q3	$162K	Hold	10,918	–	–	﹤0.01%	655
2025 Q2	$183K	Buy	+10,918	New	+$187K	﹤0.01%	677

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 $3.38T AUM 44.17% 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

Nissay Asset Management's UMH Position: Q2 2026 in Review

Nissay Asset Management increased its UMH Properties (UMH) stake by 8% in Q2 2026, buying an estimated $14.4K and bringing the position to 12,784 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Nissay Asset Management first reported a position in UMH in Q2 2025 and has held it in 5 quarters since. 259 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Nissay Asset Management held 12,784 shares of UMH Properties worth $194K as of Q2 2026.
Nissay Asset Management bought 944 UMH Properties shares in Q2 2026, an estimated $14.4K.
UMH Properties made up ﹤0.01% of Nissay Asset Management's portfolio in Q2 2026, its #678 holding.
Nissay Asset Management first reported a position in UMH Properties in Q2 2025 and has held it in 5 quarters since.
259 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Nissay Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.