Northwestern Mutual Wealth Management
UMH

Northwestern Mutual Wealth Management’s UMH Properties UMH Stock Holding History

Northwestern Mutual Wealth 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 		– Sell
-1,000
Closed -$14.4K – 4463
2026
Q1 		$14.4K Sell
1,000
-111
-10% -$1.72K ﹤0.01% 2932
2025
Q4 		$17.7K Buy
1,111
+1,109
+55,450% +$16.7K ﹤0.01% 2791
2025
Q3 		$30 Buy
+2
New +$32 ﹤0.01% 3743
2025
Q2 		– Sell
-824
Closed -$15.4K – 4003
2025
Q1 		$15.4K Buy
824
+325
+65% +$5.92K ﹤0.01% 2599
2024
Q4 		$9.42K Buy
+499
New +$9.52K ﹤0.01% 2758
2022
Q1 		– Sell
-760
Closed -$21K – 3408
2021
Q4 		$21K Hold
760
– – ﹤0.01% 2320
2021
Q3 		$17K Hold
760
– – ﹤0.01% 2288
2021
Q2 		$17K Buy
+760
New +$16.2K ﹤0.01% 2257
2017
Q4 		– Sell
-1,000
Closed -$16K – 2456
2017
Q3 		$16K Buy
+1,000
New +$16K ﹤0.01% 1539

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

Northwestern Mutual Wealth Management's UMH Position: Q2 2026 in Review

Northwestern Mutual Wealth Management sold out of UMH Properties (UMH) in Q2 2026, closing a stake of 1,000 shares — an estimated $14.4K sold.

Northwestern Mutual Wealth Management first reported a position in UMH in Q3 2017 and held it in 9 quarters. The position peaked at $21K in Q4 2021. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Northwestern Mutual Wealth Management reported no remaining UMH Properties position as of Q2 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,000 UMH Properties shares in Q2 2026, an estimated $14.4K.
  • Northwestern Mutual Wealth Management first reported a position in UMH Properties in Q3 2017 and held it in 9 quarters.
  • Northwestern Mutual Wealth Management's UMH Properties position peaked at $21K in Q4 2021.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.