Pictet Asset Management’s UMH Properties UMH Stock Holding History

Pictet 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	$166K	Hold	10,996	–	–	﹤0.01%	2037
2026 Q1	$159K	Hold	10,996	–	–	﹤0.01%	1977
2025 Q4	$175K	Hold	10,996	–	–	﹤0.01%	1954
2025 Q3	$163K	Hold	10,996	–	–	﹤0.01%	1923
2025 Q2	$185K	Sell	10,996 -3,086	-22%	-$52.8K	﹤0.01%	1842
2025 Q1	$263K	Sell	14,082 -7,923	-36%	-$144K	﹤0.01%	1685
2024 Q4	$415K	Buy	22,005 +1,590	+8%	+$30.3K	﹤0.01%	1464
2024 Q3	$402K	Buy	+20,415	New	+$380K	﹤0.01%	1440

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 $3.37T AUM 44.26% 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

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

Pictet Asset Management held its UMH Properties (UMH) position steady in Q2 2026 at 10,996 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #2037.

Pictet Asset Management first reported a position in UMH in Q3 2024 and has held it in 8 quarters since. The position peaked at $415K in Q4 2024. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Pictet Asset Management held 10,996 shares of UMH Properties worth $166K as of Q2 2026.
Pictet Asset Management left its UMH Properties share count unchanged in Q2 2026.
UMH Properties made up ﹤0.01% of Pictet Asset Management's portfolio in Q2 2026, its #2037 holding.
Pictet Asset Management first reported a position in UMH Properties in Q3 2024 and has held it in 8 quarters since.
Pictet Asset Management's UMH Properties position peaked at $415K in Q4 2024.
258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Pictet Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.