PAM
UMH

Panagora Asset Management’s UMH Properties UMH Stock Holding History

Panagora 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 		– Sell
-34,944
Closed -$504K – 1311
2026
Q1 		$504K Sell
34,944
-122,475
-78% -$1.9M ﹤0.01% 850
2025
Q4 		$2.5M Sell
157,419
-53,730
-25% -$807K 0.01% 513
2025
Q3 		$3.14M Buy
211,149
+1,268
+0.6% +$20.3K 0.01% 431
2025
Q2 		$3.52M Sell
209,881
-618
-0.3% -$10.6K 0.02% 374
2025
Q1 		$3.94M Sell
210,499
-95,971
-31% -$1.75M 0.02% 374
2024
Q4 		$5.79M Sell
306,470
-8,844
-3% -$169K 0.03% 320
2024
Q3 		$6.2M Buy
315,314
+56,200
+22% +$1.05M 0.03% 312
2024
Q2 		$4.14M Buy
259,114
+32,627
+14% +$508K 0.02% 352
2024
Q1 		$3.68M Buy
226,487
+107,763
+91% +$1.65M 0.02% 400
2023
Q4 		$1.82M Buy
+118,724
New +$1.71M 0.01% 590
2021
Q3 		– Sell
-363
Closed -$8K – 2361
2021
Q2 		$8K Buy
+363
New +$7.74K ﹤0.01% 2340
2020
Q2 		– Sell
-14,273
Closed -$155K – 2655
2020
Q1 		$155K Buy
+14,273
New +$207K ﹤0.01% 1542
2014
Q4 		– Sell
-4,677
Closed -$44K – 2347
2014
Q3 		$44K Buy
+4,677
New +$46.6K ﹤0.01% 2052

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

Panagora Asset Management's UMH Position: Q2 2026 in Review

Panagora Asset Management sold out of UMH Properties (UMH) in Q2 2026, closing a stake of 34,944 shares — an estimated $504K sold.

Panagora Asset Management first reported a position in UMH in Q3 2014 and held it in 13 quarters. The position peaked at $6.2M in Q3 2024. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Panagora Asset Management reported no remaining UMH Properties position as of Q2 2026 after selling out during the quarter.
  • Panagora Asset Management sold 34,944 UMH Properties shares in Q2 2026, an estimated $504K.
  • Panagora Asset Management first reported a position in UMH Properties in Q3 2014 and held it in 13 quarters.
  • Panagora Asset Management's UMH Properties position peaked at $6.2M in Q3 2024.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Panagora Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.