Russell Investments Group
UMH

Russell Investments Group’s UMH Properties UMH Stock Holding History

Russell Investments 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
Q1 		$5.61M Sell
388,832
-8,590
-2% -$133K 0.01% 1280
2025
Q4 		$6.32M Buy
397,422
+9,036
+2% +$136K 0.01% 1172
2025
Q3 		$5.77M Buy
388,386
+51,784
+15% +$829K 0.01% 1224
2025
Q2 		$5.65M Sell
336,602
-30,208
-8% -$517K 0.01% 1131
2025
Q1 		$6.86M Buy
366,810
+153,470
+72% +$2.79M 0.01% 994
2024
Q4 		$4.03M Sell
213,340
-3,109
-1% -$59.3K 0.01% 1285
2024
Q3 		$4.26M Buy
216,449
+12,584
+6% +$234K 0.01% 1277
2024
Q2 		$3.26M Sell
203,865
-8,424
-4% -$131K 0.01% 1377
2024
Q1 		$3.45M Sell
212,289
-16,018
-7% -$245K 0.01% 1334
2023
Q4 		$3.5M Buy
228,307
+14,510
+7% +$209K 0.01% 1310
2023
Q3 		$3M Sell
213,797
-177,862
-45% -$2.73M 0.01% 1331
2023
Q2 		$6.26M Buy
391,659
+11,443
+3% +$177K 0.01% 990
2023
Q1 		$5.62M Buy
380,216
+1,160
+0.3% +$19.1K 0.01% 1050
2022
Q4 		$6.1M Buy
379,056
+3,442
+0.9% +$57.9K 0.01% 995
2022
Q3 		$6.06M Sell
375,614
-95,381
-20% -$1.79M 0.01% 963
2022
Q2 		$8.32M Sell
470,995
-9,536
-2% -$198K 0.02% 857
2022
Q1 		$11.8M Sell
480,531
-91,619
-16% -$2.2M 0.02% 762
2021
Q4 		$15.6M Sell
572,150
-62,923
-10% -$1.52M 0.03% 698
2021
Q3 		$14.5M Sell
635,073
-110,506
-15% -$2.58M 0.02% 716
2021
Q2 		$16.3M Sell
745,579
-547,439
-42% -$11.7M 0.03% 689
2021
Q1 		$24.8M Sell
1,293,018
-1,277,207
-50% -$21.5M 0.04% 488
2020
Q4 		$38.1M Sell
2,570,225
-199,308
-7% -$2.9M 0.08% 298
2020
Q3 		$37.5M Buy
2,769,533
+212,438
+8% +$2.83M 0.08% 276
2020
Q2 		$33.1M Buy
2,557,095
+99,679
+4% +$1.2M 0.07% 293
2020
Q1 		$26.7M Buy
2,457,416
+431,627
+21% +$6.27M 0.07% 310
2019
Q4 		$31.9M Buy
2,025,789
+1,310,337
+183% +$19.8M 0.06% 371
2019
Q3 		$10.1M Buy
715,452
+113,194
+19% +$1.47M 0.02% 851
2019
Q2 		$7.47M Buy
602,258
+52,301
+10% +$704K 0.01% 1025
2019
Q1 		$7.74M Buy
549,957
+128,310
+30% +$1.72M 0.01% 1024
2018
Q4 		$4.99M Sell
421,647
-159,492
-27% -$2.16M 0.01% 1146
2018
Q3 		$9.09M Buy
581,139
+99,841
+21% +$1.57M 0.02% 990
2018
Q2 		$7.39M Buy
481,298
+468,633
+3,700% +$6.6M 0.02% 1070
2018
Q1 		$170K Sell
12,665
-13,234
-51% -$172K ﹤0.01% 2689
2017
Q4 		$388K Sell
25,899
-10,193
-28% -$155K ﹤0.01% 2510
2017
Q3 		$561K Sell
36,092
-16,947
-32% -$271K ﹤0.01% 2395
2017
Q2 		$904K Buy
+53,039
New +$874K ﹤0.01% 2164

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

Russell Investments Group's UMH Position: Q1 2026 in Review

Russell Investments Group reduced its UMH Properties (UMH) stake by 2.2% in Q1 2026, selling an estimated $133K and leaving 388,832 shares worth $5.61M. The position accounts for 0.01% of the portfolio, ranked #1280.

Russell Investments Group first reported a position in UMH in Q2 2017 and has held it in 36 quarters since. The position peaked at $38.1M in Q4 2020. 268 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

  • Russell Investments Group held 388,832 shares of UMH Properties worth $5.61M as of Q1 2026.
  • Russell Investments Group sold 8,590 UMH Properties shares in Q1 2026, an estimated $133K.
  • UMH Properties made up 0.01% of Russell Investments Group's portfolio in Q1 2026, its #1280 holding.
  • Russell Investments Group first reported a position in UMH Properties in Q2 2017 and has held it in 36 quarters since.
  • Russell Investments Group's UMH Properties position peaked at $38.1M in Q4 2020.
  • 268 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

Based on Russell Investments Group's 13F filing for Q1 2026, filed 8 May 2026.