PMG
UMH

Private Management Group’s UMH Properties UMH Stock Holding History

Private Management Group’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 		$29.8M Buy
1,970,696
+33,589
+2% +$514K 0.79% 47
2026
Q1 		$28M Buy
1,937,107
+94,878
+5% +$1.47M 0.8% 44
2025
Q4 		$29.3M Buy
1,842,229
+162,049
+10% +$2.43M 0.85% 41
2025
Q3 		$25M Buy
1,680,180
+461,463
+38% +$7.39M 0.74% 55
2025
Q2 		$20.5M Sell
1,218,717
-9,384
-0.8% -$161K 0.66% 64
2025
Q1 		$23M Sell
1,228,101
-5,469
-0.4% -$99.6K 0.82% 53
2024
Q4 		$23.3M Sell
1,233,570
-16,333
-1% -$311K 0.84% 52
2024
Q3 		$24.6M Sell
1,249,903
-57,629
-4% -$1.07M 0.86% 48
2024
Q2 		$20.9M Sell
1,307,532
-2,450
-0.2% -$38.1K 0.8% 51
2024
Q1 		$21.3M Sell
1,309,982
-6,807
-0.5% -$104K 0.81% 53
2023
Q4 		$20.2M Buy
1,316,789
+280,436
+27% +$4.04M 0.77% 56
2023
Q3 		$14.5M Buy
1,036,353
+890,355
+610% +$13.7M 0.6% 74
2023
Q2 		$2.33M Sell
145,998
-395
-0.3% -$6.11K 0.1% 117
2023
Q1 		$2.17M Buy
+146,393
New +$2.4M 0.1% 116

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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Private Management Group's UMH Position: Q2 2026 in Review

Private Management Group increased its UMH Properties (UMH) stake by 1.7% in Q2 2026, buying an estimated $514K and bringing the position to 1,970,696 shares worth $29.8M. The position accounts for 0.79% of the portfolio, ranked #47.

Private Management Group first reported a position in UMH in Q1 2023 and has held it in 14 quarters since. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Private Management Group held 1,970,696 shares of UMH Properties worth $29.8M as of Q2 2026.
  • Private Management Group bought 33,589 UMH Properties shares in Q2 2026, an estimated $514K.
  • UMH Properties made up 0.79% of Private Management Group's portfolio in Q2 2026, its #47 holding.
  • Private Management Group first reported a position in UMH Properties in Q1 2023 and has held it in 14 quarters since.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Private Management Group's 13F filing for Q2 2026, filed 31 Jul 2026.