Private Management Group
UMH icon

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
Q3 		$31.2M Buy
2,029,206
+58,510
+3% +$922K 0.86% 42
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% -$100K 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 $6.79T AUM 37.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Private Management Group's UMH Position: Q3 2026 in Review

Private Management Group increased its UMH Properties (UMH) stake by 3% in Q3 2026, buying an estimated $922K and bringing the position to 2,029,206 shares worth $31.2M. The position accounts for 0.86% of the portfolio, ranked #42.

Private Management Group first reported a position in UMH in Q1 2023 and has held it in 15 quarters since. 215 funds tracked by Wall St. Rank hold UMH as of Q3 2026.

  • Private Management Group held 2,029,206 shares of UMH Properties worth $31.2M as of Q3 2026.
  • Private Management Group bought 58,510 UMH Properties shares in Q3 2026, an estimated $922K.
  • UMH Properties made up 0.86% of Private Management Group's portfolio in Q3 2026, its #42 holding.
  • Private Management Group first reported a position in UMH Properties in Q1 2023 and has held it in 15 quarters since.
  • 215 funds tracked by Wall St. Rank held UMH Properties as of Q3 2026.

Based on Private Management Group's 13F filing for Q3 2026, filed 4 Nov 2026.