Rockefeller Capital Management
UMH

Rockefeller Capital Management’s UMH Properties UMH Stock Holding History

Rockefeller Capital 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
Q1 		$66.4K Buy
4,600
+2,544
+124% +$39.4K ﹤0.01% 3111
2025
Q4 		$32.7K Buy
2,056
+456
+29% +$6.85K ﹤0.01% 3271
2025
Q3 		$23.8K Buy
+1,600
New +$25.6K ﹤0.01% 3278
2019
Q2 		– Sell
-208
Closed -$3K – 1983
2019
Q1 		$3K Buy
+208
New +$2.79K ﹤0.01% 1743

Other funds holding UMH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Rockefeller Capital Management's UMH Position: Q1 2026 in Review

Rockefeller Capital Management increased its UMH Properties (UMH) stake by 124% in Q1 2026, buying an estimated $39.4K and bringing the position to 4,600 shares worth $66.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3111.

Rockefeller Capital Management first reported a position in UMH in Q1 2019 and has held it in 4 quarters since. 268 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

  • Rockefeller Capital Management held 4,600 shares of UMH Properties worth $66.4K as of Q1 2026.
  • Rockefeller Capital Management bought 2,544 UMH Properties shares in Q1 2026, an estimated $39.4K.
  • UMH Properties made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3111 holding.
  • Rockefeller Capital Management first reported a position in UMH Properties in Q1 2019 and has held it in 4 quarters since.
  • 268 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.