SEI Investments
UMH

SEI Investments’s UMH Properties UMH Stock Holding History

SEI Investments’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 		$904K Sell
59,729
-73,997
-55% -$1.13M ﹤0.01% 2353
2026
Q1 		$1.93M Buy
133,726
+12,561
+10% +$194K ﹤0.01% 2027
2025
Q4 		$1.93M Sell
121,165
-20,502
-14% -$308K ﹤0.01% 1870
2025
Q3 		$2.1M Sell
141,667
-15,938
-10% -$255K ﹤0.01% 1680
2025
Q2 		$2.65M Sell
157,605
-263,053
-63% -$4.5M ﹤0.01% 1542
2025
Q1 		$7.87M Buy
420,658
+65,461
+18% +$1.19M 0.01% 1075
2024
Q4 		$6.71M Buy
355,197
+9,754
+3% +$186K 0.01% 1160
2024
Q3 		$6.79M Sell
345,443
-48,990
-12% -$912K 0.01% 1154
2024
Q2 		$6.31M Buy
394,433
+8,862
+2% +$138K 0.01% 1134
2024
Q1 		$6.26M Buy
385,571
+15,553
+4% +$238K 0.01% 1102
2023
Q4 		$5.67M Buy
370,018
+25,895
+8% +$373K 0.01% 1125
2023
Q3 		$4.82M Buy
344,123
+82,360
+31% +$1.27M 0.01% 1183
2023
Q2 		$4.18M Buy
261,763
+4,774
+2% +$73.9K 0.01% 1279
2023
Q1 		$3.8M Buy
256,989
+119,311
+87% +$1.96M 0.01% 1318
2022
Q4 		$2.22M Buy
137,678
+104,900
+320% +$1.77M ﹤0.01% 1448
2022
Q3 		$529K Buy
32,778
+4,637
+16% +$87.1K ﹤0.01% 2064
2022
Q2 		$512K Buy
28,141
+3,219
+13% +$66.9K ﹤0.01% 2090
2022
Q1 		$608K Buy
24,922
+4,828
+24% +$116K ﹤0.01% 2002
2021
Q4 		$539K Buy
20,094
+2,974
+17% +$71.7K ﹤0.01% 2073
2021
Q3 		$383K Buy
17,120
+3,174
+23% +$74.1K ﹤0.01% 2207
2021
Q2 		$300K Buy
+13,946
New +$297K ﹤0.01% 2308
2018
Q3 		– Sell
-3,366
Closed -$52K – 3406
2018
Q2 		$52K Sell
3,366
-1,334
-28% -$18.8K ﹤0.01% 2500
2018
Q1 		$63K Buy
+4,700
New +$61.2K ﹤0.01% 2289

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

SEI Investments's UMH Position: Q2 2026 in Review

SEI Investments reduced its UMH Properties (UMH) stake by 55% in Q2 2026, selling an estimated $1.13M and leaving 59,729 shares worth $904K. The position accounts for ﹤0.01% of the portfolio, ranked #2353.

SEI Investments first reported a position in UMH in Q1 2018 and has held it in 23 quarters since. The position peaked at $7.87M in Q1 2025. 259 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • SEI Investments held 59,729 shares of UMH Properties worth $904K as of Q2 2026.
  • SEI Investments sold 73,997 UMH Properties shares in Q2 2026, an estimated $1.13M.
  • UMH Properties made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2353 holding.
  • SEI Investments first reported a position in UMH Properties in Q1 2018 and has held it in 23 quarters since.
  • SEI Investments's UMH Properties position peaked at $7.87M in Q1 2025.
  • 259 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.