QL
UMH

Quarry LP’s UMH Properties UMH Stock Holding History

Quarry LP’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
-351
Closed -$5.07K – 2568
2026
Q1 		$5.07K Buy
+351
New +$5.43K ﹤0.01% 973
2025
Q4 		– Sell
-4,099
Closed -$60.9K – 2643
2025
Q3 		$60.9K Buy
+4,099
New +$65.6K 0.01% 739
2025
Q1 		– Sell
-1,701
Closed -$32.1K – 2025
2024
Q4 		$32.1K Sell
1,701
-2,096
-55% -$40K ﹤0.01% 978
2024
Q3 		$74.7K Buy
3,797
+3,419
+904% +$63.6K 0.02% 544
2024
Q2 		$6.04K Sell
378
-2,619
-87% -$40.8K ﹤0.01% 1456
2024
Q1 		$48.7K Sell
2,997
-82
-3% -$1.25K 0.01% 474
2023
Q4 		$47.2K Sell
3,079
-879
-22% -$12.7K 0.01% 349
2023
Q3 		$55.5K Buy
3,958
+1,932
+95% +$29.7K 0.01% 307
2023
Q2 		$32.4K Sell
2,026
-3,687
-65% -$57.1K 0.01% 376
2023
Q1 		$84.5K Buy
5,713
+4,428
+345% +$72.7K 0.02% 172
2022
Q4 		$20.7K Buy
+1,285
New +$21.6K ﹤0.01% 347

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

Quarry LP's UMH Position: Q2 2026 in Review

Quarry LP sold out of UMH Properties (UMH) in Q2 2026, closing a stake of 351 shares — an estimated $5.07K sold.

Quarry LP first reported a position in UMH in Q4 2022 and held it in 11 quarters. The position peaked at $84.5K in Q1 2023. 260 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Quarry LP reported no remaining UMH Properties position as of Q2 2026 after selling out during the quarter.
  • Quarry LP sold 351 UMH Properties shares in Q2 2026, an estimated $5.07K.
  • Quarry LP first reported a position in UMH Properties in Q4 2022 and held it in 11 quarters.
  • Quarry LP's UMH Properties position peaked at $84.5K in Q1 2023.
  • 260 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Quarry LP's 13F filing for Q2 2026, filed 14 Aug 2026.