Schroder Investment Management Group’s UMH Properties UMH Stock Holding History

Schroder Investment 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 Q2	$10.3M	Sell	670,317 -68,531	-9%	-$1.05M	0.01%	666
2026 Q1	$10.6M	Sell	738,848 -6,208	-0.8%	-$96.1K	0.01%	645
2025 Q4	$11.9M	Buy	+745,056	New	+$11.2M	0.01%	610
2020 Q1	–	Sell	-71,922	Closed	-$1.13M	–	1399
2019 Q4	$1.13M	Buy	+71,922	New	+$1.08M	﹤0.01%	954
2019 Q1	–	Sell	-4,880	Closed	-$58	–	1244
2018 Q4	$58	Hold	4,880	–	–	﹤0.01%	1163
2018 Q3	$76K	Hold	4,880	–	–	﹤0.01%	1191
2018 Q2	$73K	Hold	4,880	–	–	﹤0.01%	1222
2018 Q1	$65K	Hold	4,880	–	–	﹤0.01%	1223
2017 Q4	$73K	Buy	4,880 +734	+18%	+$11.2K	﹤0.01%	1262
2017 Q3	$64K	Buy	+4,146	New	+$66.4K	﹤0.01%	1268

Other funds holding UMH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Schroder Investment Management Group's UMH Position: Q2 2026 in Review

Schroder Investment Management Group reduced its UMH Properties (UMH) stake by 9.3% in Q2 2026, selling an estimated $1.05M and leaving 670,317 shares worth $10.3M. The position accounts for 0.01% of the portfolio, ranked #666.

Schroder Investment Management Group first reported a position in UMH in Q3 2017 and has held it in 10 quarters since. The position peaked at $11.9M in Q4 2025. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Schroder Investment Management Group held 670,317 shares of UMH Properties worth $10.3M as of Q2 2026.
Schroder Investment Management Group sold 68,531 UMH Properties shares in Q2 2026, an estimated $1.05M.
UMH Properties made up 0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #666 holding.
Schroder Investment Management Group first reported a position in UMH Properties in Q3 2017 and has held it in 10 quarters since.
Schroder Investment Management Group's UMH Properties position peaked at $11.9M in Q4 2025.
239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.