NAM
UMH

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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Nissay Asset Management's UMH Position: Q1 2026 in Review

Nissay Asset Management increased its UMH Properties (UMH) stake by 4.1% in Q1 2026, buying an estimated $7.28K and bringing the position to 11,840 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Nissay Asset Management first reported a position in UMH in Q2 2025 and has held it in 4 quarters since. The position peaked at $183K in Q2 2025. 269 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

  • Nissay Asset Management held 11,840 shares of UMH Properties worth $171K as of Q1 2026.
  • Nissay Asset Management bought 470 UMH Properties shares in Q1 2026, an estimated $7.28K.
  • UMH Properties made up ﹤0.01% of Nissay Asset Management's portfolio in Q1 2026, its #659 holding.
  • Nissay Asset Management first reported a position in UMH Properties in Q2 2025 and has held it in 4 quarters since.
  • Nissay Asset Management's UMH Properties position peaked at $183K in Q2 2025.
  • 269 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

Based on Nissay Asset Management's 13F filing for Q1 2026, filed 15 May 2026.