Pacific Heights Asset Management’s UMH Properties UMH Stock Holding History

Pacific Heights 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 Q2	$10.6M	Buy	700,000 +50,000	+8%	+$765K	0.34%	73
2026 Q1	$9.38M	Hold	650,000	–	–	0.31%	72
2025 Q4	$10.3M	Buy	650,000 +250,000	+63%	+$3.75M	0.39%	73
2025 Q3	$5.94M	Buy	400,000 +150,000	+60%	+$2.4M	0.26%	75
2025 Q2	$4.2M	Hold	250,000	–	–	0.22%	76
2025 Q1	$4.67M	Hold	250,000	–	–	0.32%	66
2024 Q4	$4.72M	Hold	250,000	–	–	0.32%	62
2024 Q3	$4.92M	Hold	250,000	–	–	0.37%	63
2024 Q2	$4M	Hold	250,000	–	–	0.31%	67
2024 Q1	$4.06M	Hold	250,000	–	–	0.33%	66
2023 Q4	$3.83M	Hold	250,000	–	–	0.33%	68
2023 Q3	$3.5M	Hold	250,000	–	–	0.33%	67
2023 Q2	$4M	Hold	250,000	–	–	0.36%	65
2023 Q1	$3.7M	Hold	250,000	–	–	0.35%	66
2022 Q4	$4.03M	Hold	250,000	–	–	0.39%	69
2022 Q3	$4.04M	Hold	250,000	–	–	0.43%	69
2022 Q2	$4.42M	Hold	250,000	–	–	0.45%	69
2022 Q1	$6.15M	Hold	250,000	–	–	0.52%	65
2021 Q4	$6.83M	Hold	250,000	–	–	0.57%	57
2021 Q3	$5.72M	Hold	250,000	–	–	0.54%	61
2021 Q2	$5.46M	Hold	250,000	–	–	0.5%	63
2021 Q1	$4.79M	Hold	250,000	–	–	0.44%	68
2020 Q4	$3.7M	Buy	250,000 +50,000	+25%	+$727K	0.37%	72
2020 Q3	$2.71M	Buy	200,000 +50,000	+33%	+$667K	0.35%	68
2020 Q2	$1.94M	Buy	150,000 +100,000	+200%	+$1.21M	0.29%	73
2020 Q1	$543K	Buy	+50,000	New	+$726K	0.09%	75

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 $3.38T AUM 44.17% 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

Pacific Heights Asset Management's UMH Position: Q2 2026 in Review

Pacific Heights Asset Management increased its UMH Properties (UMH) stake by 7.7% in Q2 2026, buying an estimated $765K and bringing the position to 700,000 shares worth $10.6M. The position accounts for 0.34% of the portfolio, ranked #73.

Pacific Heights Asset Management first reported a position in UMH in Q1 2020 and has held it in 26 quarters since. 259 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Pacific Heights Asset Management held 700,000 shares of UMH Properties worth $10.6M as of Q2 2026.
Pacific Heights Asset Management bought 50,000 UMH Properties shares in Q2 2026, an estimated $765K.
UMH Properties made up 0.34% of Pacific Heights Asset Management's portfolio in Q2 2026, its #73 holding.
Pacific Heights Asset Management first reported a position in UMH Properties in Q1 2020 and has held it in 26 quarters since.
259 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Pacific Heights Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.