Picton Mahoney Asset Management’s UMH Properties UMH Stock Holding History

Picton Mahoney 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	-56	Closed	-$808	–	1653
2026 Q1	$808	Hold	56	–	–	﹤0.01%	1197
2025 Q4	$891	Hold	56	–	–	﹤0.01%	1149
2025 Q3	$1K	Hold	56	–	–	﹤0.01%	1037
2025 Q2	$1K	Sell	56 -20,492	-100%	-$351K	﹤0.01%	939
2025 Q1	$384K	Sell	20,548 -7,581	-27%	-$138K	0.01%	372
2024 Q4	$531K	Buy	28,129 +9,124	+48%	+$174K	0.01%	287
2024 Q3	$373K	Buy	+19,005	New	+$354K	0.01%	278

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

Picton Mahoney Asset Management's UMH Position: Q2 2026 in Review

Picton Mahoney Asset Management sold out of UMH Properties (UMH) in Q2 2026, closing a stake of 56 shares — an estimated $808 sold.

Picton Mahoney Asset Management first reported a position in UMH in Q3 2024 and held it in 7 quarters. The position peaked at $531K in Q4 2024. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Picton Mahoney Asset Management reported no remaining UMH Properties position as of Q2 2026 after selling out during the quarter.
Picton Mahoney Asset Management sold 56 UMH Properties shares in Q2 2026, an estimated $808.
Picton Mahoney Asset Management first reported a position in UMH Properties in Q3 2024 and held it in 7 quarters.
Picton Mahoney Asset Management's UMH Properties position peaked at $531K in Q4 2024.
258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

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