PCM
UMH

Penserra Capital Management’s UMH Properties UMH Stock Holding History

Penserra Capital 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 		$1.72M Buy
113,321
+78,464
+225% +$1.2M 0.01% 395
2026
Q1 		$502K Buy
34,857
+693
+2% +$10.7K 0.01% 557
2025
Q4 		$543K Buy
34,164
+4,773
+16% +$71.7K 0.01% 538
2025
Q3 		$436K Hold
29,391
– – 0.01% 600
2025
Q2 		$493K Sell
29,391
-1,781
-6% -$30.5K 0.01% 524
2025
Q1 		$582K Sell
31,172
-3,892
-11% -$70.9K 0.01% 567
2024
Q4 		$662K Sell
35,064
-5,415
-13% -$103K 0.01% 511
2024
Q3 		$796K Sell
40,479
-1,065
-3% -$19.8K 0.02% 460
2024
Q2 		$664K Buy
41,544
+4,659
+13% +$72.5K 0.01% 534
2024
Q1 		$599K Sell
36,885
-92
-0.2% -$1.41K 0.01% 548
2023
Q4 		$566K Buy
36,977
+4,049
+12% +$58.3K 0.01% 516
2023
Q3 		$461K Buy
32,928
+302
+0.9% +$4.64K 0.01% 537
2023
Q2 		$520K Buy
32,626
+5,108
+19% +$79.1K 0.01% 508
2023
Q1 		$406K Sell
27,518
-443
-2% -$7.28K 0.01% 544
2022
Q4 		$449K Sell
27,961
-827
-3% -$13.9K 0.01% 532
2022
Q3 		$464K Sell
28,788
-4,971
-15% -$93.4K 0.01% 446
2022
Q2 		$595K Buy
33,759
+33,147
+5,416% +$689K 0.02% 446
2022
Q1 		$15K Buy
+612
New +$14.7K ﹤0.01% 1338
2017
Q3 		– Sell
-689
Closed -$11K – 605
2017
Q2 		$11K Buy
689
+62
+10% +$1.02K ﹤0.01% 407
2017
Q1 		$9K Buy
627
+230
+58% +$3.35K ﹤0.01% 447
2016
Q4 		$5K Buy
397
+44
+12% +$564 ﹤0.01% 848
2016
Q3 		$4K Buy
353
+56
+19% +$677 ﹤0.01% 894
2016
Q2 		$3K Sell
297
-24
-7% -$243 ﹤0.01% 932
2016
Q1 		$3K Buy
321
+56
+21% +$539 ﹤0.01% 915
2015
Q4 		$3K Buy
+265
New +$2.61K ﹤0.01% 934

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Penserra Capital Management's UMH Position: Q2 2026 in Review

Penserra Capital Management increased its UMH Properties (UMH) stake by 225% in Q2 2026, buying an estimated $1.2M and bringing the position to 113,321 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #395.

Penserra Capital Management first reported a position in UMH in Q4 2015 and has held it in 25 quarters since. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Penserra Capital Management held 113,321 shares of UMH Properties worth $1.72M as of Q2 2026.
  • Penserra Capital Management bought 78,464 UMH Properties shares in Q2 2026, an estimated $1.2M.
  • UMH Properties made up 0.01% of Penserra Capital Management's portfolio in Q2 2026, its #395 holding.
  • Penserra Capital Management first reported a position in UMH Properties in Q4 2015 and has held it in 25 quarters since.
  • 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Penserra Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.