Osaic Holdings
UMH

Osaic Holdings’s UMH Properties UMH Stock Holding History

Osaic Holdings’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 		$113K Sell
7,447
-68
-0.9% -$1.04K ﹤0.01% 4852
2026
Q1 		$108K Sell
7,515
-5,884
-44% -$91.1K ﹤0.01% 4618
2025
Q4 		$213K Buy
13,399
+3,349
+33% +$50.3K ﹤0.01% 4107
2025
Q3 		$152K Sell
10,050
-3,012
-23% -$48.2K ﹤0.01% 4444
2025
Q2 		$219K Buy
13,062
+827
+7% +$14.2K ﹤0.01% 3858
2025
Q1 		$229K Buy
12,235
+3,081
+34% +$56.1K ﹤0.01% 3515
2024
Q4 		$173K Buy
9,154
+605
+7% +$11.5K ﹤0.01% 3731
2024
Q3 		$168K Sell
8,549
-143
-2% -$2.66K ﹤0.01% 3796
2024
Q2 		$139K Buy
8,692
+102
+1% +$1.59K ﹤0.01% 3873
2024
Q1 		$140K Sell
8,590
-34,014
-80% -$521K ﹤0.01% 3987
2023
Q4 		$653K Sell
42,604
-18,117
-30% -$261K ﹤0.01% 2927
2023
Q3 		$851K Buy
60,721
+11,743
+24% +$181K ﹤0.01% 2776
2023
Q2 		$783K Sell
48,978
-1,217
-2% -$18.8K ﹤0.01% 2738
2023
Q1 		$744K Buy
50,195
+8,020
+19% +$132K ﹤0.01% 2762
2022
Q4 		$679K Buy
42,175
+113
+0.3% +$1.9K ﹤0.01% 2750
2022
Q3 		$680K Buy
42,062
+2,773
+7% +$52.1K ﹤0.01% 2590
2022
Q2 		$696K Buy
39,289
+652
+2% +$13.6K ﹤0.01% 2622
2022
Q1 		$867K Buy
38,637
+2,128
+6% +$51.1K ﹤0.01% 2709
2021
Q4 		$993K Buy
36,509
+3,659
+11% +$88.2K ﹤0.01% 2414
2021
Q3 		$755K Buy
32,850
+1,737
+6% +$40.5K ﹤0.01% 2610
2021
Q2 		$680K Buy
31,113
+5,042
+19% +$107K ﹤0.01% 2702
2021
Q1 		$501K Buy
26,071
+21,184
+433% +$357K ﹤0.01% 2861
2020
Q4 		$71K Sell
4,887
-1,485
-23% -$21.6K ﹤0.01% 4302
2020
Q3 		$86K Buy
6,372
+2,415
+61% +$32.2K ﹤0.01% 3933
2020
Q2 		$51K Sell
3,957
-10,181
-72% -$123K ﹤0.01% 4168
2020
Q1 		$32K Buy
+14,138
New +$205K ﹤0.01% 4326

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

Osaic Holdings's UMH Position: Q2 2026 in Review

Osaic Holdings reduced its UMH Properties (UMH) stake by 0.9% in Q2 2026, selling an estimated $1.04K and leaving 7,447 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #4852.

Osaic Holdings first reported a position in UMH in Q1 2020 and has held it in 26 quarters since. The position peaked at $993K in Q4 2021. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Osaic Holdings held 7,447 shares of UMH Properties worth $113K as of Q2 2026.
  • Osaic Holdings sold 68 UMH Properties shares in Q2 2026, an estimated $1.04K.
  • UMH Properties made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4852 holding.
  • Osaic Holdings first reported a position in UMH Properties in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's UMH Properties position peaked at $993K in Q4 2021.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.