NSIM
UMH

North Star Investment Management’s UMH Properties UMH Stock Holding History

North Star Investment 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 		$2.42M Sell
168,020
-8,595
-5% -$133K 0.15% 158
2025
Q4 		$2.81M Buy
176,615
+1,534
+0.9% +$23K 0.18% 122
2025
Q3 		$2.6M Buy
175,081
+100
+0.1% +$1.6K 0.17% 131
2025
Q2 		$2.94M Hold
174,981
– – 0.2% 116
2025
Q1 		$3.27M Hold
174,981
– – 0.24% 107
2024
Q4 		$3.3M Sell
174,981
-1,205
-0.7% -$23K 0.23% 107
2024
Q3 		$3.47M Hold
176,186
– – 0.24% 103
2024
Q2 		$2.82M Hold
176,186
– – 0.21% 118
2024
Q1 		$2.86M Buy
176,186
+66,000
+60% +$1.01M 0.2% 126
2023
Q4 		$1.69M Buy
110,186
+6,060
+6% +$87.3K 0.13% 169
2023
Q3 		$1.46M Buy
104,126
+53,275
+105% +$819K 0.12% 176
2023
Q2 		$813K Hold
50,851
– – 0.07% 262
2023
Q1 		$752K Buy
50,851
+85
+0.2% +$1.4K 0.06% 286
2022
Q4 		$817K Buy
50,766
+2,561
+5% +$43.1K 0.07% 264
2022
Q3 		$779K Sell
48,205
-38,000
-44% -$714K 0.08% 233
2022
Q2 		$1.52M Buy
86,205
+10,000
+13% +$208K 0.14% 162
2022
Q1 		$1.87M Buy
76,205
+31,205
+69% +$749K 0.15% 154
2021
Q4 		$1.23M Hold
45,000
– – 0.09% 206
2021
Q3 		$1.03M Hold
45,000
– – 0.08% 212
2021
Q2 		$982K Buy
+45,000
New +$959K 0.08% 221

Other funds holding UMH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

North Star Investment Management's UMH Position: Q1 2026 in Review

North Star Investment Management reduced its UMH Properties (UMH) stake by 4.9% in Q1 2026, selling an estimated $133K and leaving 168,020 shares worth $2.42M. The position accounts for 0.15% of the portfolio, ranked #158.

North Star Investment Management first reported a position in UMH in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.47M in Q3 2024. 269 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

  • North Star Investment Management held 168,020 shares of UMH Properties worth $2.42M as of Q1 2026.
  • North Star Investment Management sold 8,595 UMH Properties shares in Q1 2026, an estimated $133K.
  • UMH Properties made up 0.15% of North Star Investment Management's portfolio in Q1 2026, its #158 holding.
  • North Star Investment Management first reported a position in UMH Properties in Q2 2021 and has held it in 20 quarters since.
  • North Star Investment Management's UMH Properties position peaked at $3.47M in Q3 2024.
  • 269 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.