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
Q2 		$69.6K Hold
4,600
– – ﹤0.01% 3184
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 $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 $3.38T AUM 44.17% 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

Rockefeller Capital Management's UMH Position: Q2 2026 in Review

Rockefeller Capital Management held its UMH Properties (UMH) position steady in Q2 2026 at 4,600 shares worth $69.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3184.

Rockefeller Capital Management first reported a position in UMH in Q1 2019 and has held it in 5 quarters since. 259 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Rockefeller Capital Management held 4,600 shares of UMH Properties worth $69.6K as of Q2 2026.
  • Rockefeller Capital Management left its UMH Properties share count unchanged in Q2 2026.
  • UMH Properties made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3184 holding.
  • Rockefeller Capital Management first reported a position in UMH Properties in Q1 2019 and has held it in 5 quarters since.
  • 259 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.