Oppenheimer & Co’s UMH Properties UMH Stock Holding History

Oppenheimer & Co’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	$157K	Buy	+10,399	New	+$159K	﹤0.01%	1690
2025 Q4	–	Sell	-19,229	Closed	-$286K	–	1744
2025 Q3	$286K	Sell	19,229 -16,541	-46%	-$265K	﹤0.01%	1410
2025 Q2	$601K	Sell	35,770 -192	-0.5%	-$3.29K	0.01%	1072
2025 Q1	$672K	Buy	35,962 +5,798	+19%	+$106K	0.01%	969
2024 Q4	$569K	Buy	+30,164	New	+$575K	0.01%	1022
2023 Q3	–	Sell	-12,763	Closed	-$204K	–	1468
2023 Q2	$204K	Sell	12,763 -600	-4%	-$9.29K	﹤0.01%	1282
2023 Q1	$198K	Buy	13,363 +190	+1%	+$3.12K	﹤0.01%	1266
2022 Q4	$212K	Buy	13,173 +2	+0%	+$34	﹤0.01%	1212
2022 Q3	$213K	Buy	+13,171	New	+$247K	0.01%	1207

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

Oppenheimer & Co's UMH Position: Q2 2026 in Review

Oppenheimer & Co opened a new position in UMH Properties (UMH) in Q2 2026: 10,399 shares worth $157K. The stake represents ﹤0.01% of the portfolio and ranks #1690 among its holdings. This is a return to the name: Oppenheimer & Co previously reported a position in UMH as recently as Q3 2025.

Oppenheimer & Co first reported a position in UMH in Q3 2022 and has held it in 9 quarters since. The position peaked at $672K in Q1 2025. 260 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Oppenheimer & Co held 10,399 shares of UMH Properties worth $157K as of Q2 2026.
UMH Properties was a new Oppenheimer & Co position in Q2 2026.
UMH Properties made up ﹤0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1690 holding.
Oppenheimer & Co first reported a position in UMH Properties in Q3 2022 and has held it in 9 quarters since.
Oppenheimer & Co's UMH Properties position peaked at $672K in Q1 2025.
260 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.