Peapack-Gladstone Financial Corp’s UMH Properties UMH Stock Holding History

Peapack-Gladstone Financial Corp’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 Q1	–	Sell	-74,096	Closed	-$1.18M	–	679
2025 Q4	$1.18M	Hold	74,096	–	–	0.01%	388
2025 Q3	$1.1M	Buy	74,096 +1,145	+2%	+$18.3K	0.01%	399
2025 Q2	$1.23M	Hold	72,951	–	–	0.02%	376
2025 Q1	$1.36M	Hold	72,951	–	–	0.02%	371
2024 Q4	$1.38M	Hold	72,951	–	–	0.02%	364
2024 Q3	$1.44M	Hold	72,951	–	–	0.02%	362
2024 Q2	$1.17M	Hold	72,951	–	–	0.02%	379
2024 Q1	$1.19M	Hold	72,951	–	–	0.02%	380
2023 Q4	$1.12M	Hold	72,951	–	–	0.02%	384
2023 Q3	$1.02M	Hold	72,951	–	–	0.02%	382
2023 Q2	$1.17M	Hold	72,951	–	–	0.02%	370
2023 Q1	$1.08M	Hold	72,951	–	–	0.02%	375
2022 Q4	$1.18M	Hold	72,951	–	–	0.02%	349
2022 Q3	$1.18M	Hold	72,951	–	–	0.02%	350
2022 Q2	$1.29M	Hold	72,951	–	–	0.03%	325
2022 Q1	$1.79M	Hold	72,951	–	–	0.04%	303
2021 Q4	$1.99M	Hold	72,951	–	–	0.04%	289
2021 Q3	$1.67M	Hold	72,951	–	–	0.03%	297
2021 Q2	$1.59M	Hold	72,951	–	–	0.04%	274
2021 Q1	$1.4M	Hold	72,951	–	–	0.04%	274
2020 Q4	$1.08M	Hold	72,951	–	–	0.03%	251
2020 Q3	$988K	Hold	72,951	–	–	0.04%	228
2020 Q2	$943K	Hold	72,951	–	–	0.04%	228
2020 Q1	$792K	Hold	72,951	–	–	0.04%	226
2019 Q4	$1.15M	Hold	72,951	–	–	0.05%	191
2019 Q3	$1.03M	Hold	72,951	–	–	0.04%	194
2019 Q2	$905K	Hold	72,951	–	–	0.04%	204
2019 Q1	$1.03M	Hold	72,951	–	–	0.05%	187
2018 Q4	$864K	Buy	+72,951	New	+$988K	0.04%	191

Other funds holding UMH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Peapack-Gladstone Financial Corp's UMH Position: Q1 2026 in Review

Peapack-Gladstone Financial Corp sold out of UMH Properties (UMH) in Q1 2026, closing a stake of 74,096 shares — an estimated $1.18M sold.

Peapack-Gladstone Financial Corp first reported a position in UMH in Q4 2018 and held it in 29 quarters. The position peaked at $1.99M in Q4 2021. 268 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

Peapack-Gladstone Financial Corp reported no remaining UMH Properties position as of Q1 2026 after selling out during the quarter.
Peapack-Gladstone Financial Corp sold 74,096 UMH Properties shares in Q1 2026, an estimated $1.18M.
Peapack-Gladstone Financial Corp first reported a position in UMH Properties in Q4 2018 and held it in 29 quarters.
Peapack-Gladstone Financial Corp's UMH Properties position peaked at $1.99M in Q4 2021.
268 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2026, filed 15 May 2026.