SG Americas Securities
UMH

SG Americas Securities’s UMH Properties UMH Stock Holding History

SG Americas Securities’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 		$4.29M Sell
283,306
-704,759
-71% -$10.8M ﹤0.01% 1160
2026
Q1 		$14.3M Sell
988,065
-505,411
-34% -$7.82M 0.02% 667
2025
Q4 		$23.8M Buy
1,493,476
+1,288,703
+629% +$19.4M 0.03% 441
2025
Q3 		$3.04M Buy
+204,773
New +$3.28M 0.01% 729
2025
Q1 		– Sell
-36,228
Closed -$684K – 3776
2024
Q4 		$684K Buy
36,228
+10,984
+44% +$209K ﹤0.01% 1092
2024
Q3 		$497K Buy
+25,244
New +$470K ﹤0.01% 1694
2024
Q1 		– Sell
-30,334
Closed -$465K – 3456
2023
Q4 		$465K Buy
30,334
+9,155
+43% +$132K ﹤0.01% 1525
2023
Q3 		$297K Buy
+21,179
New +$326K ﹤0.01% 2080
2023
Q2 		– Sell
-20,935
Closed -$310K – 3186
2023
Q1 		$310K Buy
+20,935
New +$344K ﹤0.01% 2101
2022
Q4 		– Sell
-10,149
Closed -$164K – 3396
2022
Q3 		$164K Buy
10,149
+3,263
+47% +$61.3K ﹤0.01% 2484
2022
Q2 		$122K Sell
6,886
-60,788
-90% -$1.26M ﹤0.01% 2991
2022
Q1 		$1.66M Buy
67,674
+60,539
+848% +$1.45M 0.01% 1041
2021
Q4 		$195K Sell
7,135
-10,449
-59% -$252K ﹤0.01% 2678
2021
Q3 		$403K Buy
+17,584
New +$410K ﹤0.01% 2693
2021
Q2 		– Sell
-7,663
Closed -$147K – 3253
2021
Q1 		$147K Sell
7,663
-38
-0.5% -$640 ﹤0.01% 2871
2020
Q4 		$114K Buy
+7,701
New +$112K ﹤0.01% 2971
2020
Q3 		– Sell
-20,911
Closed -$270K – 3470
2020
Q2 		$270K Buy
20,911
+8,092
+63% +$97.8K ﹤0.01% 2596
2020
Q1 		$139K Buy
+12,819
New +$186K ﹤0.01% 2765
2019
Q4 		– Sell
-15,289
Closed -$215K – 3448
2019
Q3 		$215K Buy
+15,289
New +$198K ﹤0.01% 2321
2018
Q3 		– Sell
-14,836
Closed -$228K – 3465
2018
Q2 		$228K Buy
+14,836
New +$209K ﹤0.01% 2515
2016
Q2 		– Sell
-12,591
Closed -$125K – 2992
2016
Q1 		$125K Buy
+12,591
New +$121K ﹤0.01% 2493

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

SG Americas Securities's UMH Position: Q2 2026 in Review

SG Americas Securities reduced its UMH Properties (UMH) stake by 71% in Q2 2026, selling an estimated $10.8M and leaving 283,306 shares worth $4.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

SG Americas Securities first reported a position in UMH in Q1 2016 and has held it in 21 quarters since. The position peaked at $23.8M in Q4 2025. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • SG Americas Securities held 283,306 shares of UMH Properties worth $4.29M as of Q2 2026.
  • SG Americas Securities sold 704,759 UMH Properties shares in Q2 2026, an estimated $10.8M.
  • UMH Properties made up ﹤0.01% of SG Americas Securities's portfolio in Q2 2026, its #1160 holding.
  • SG Americas Securities first reported a position in UMH Properties in Q1 2016 and has held it in 21 quarters since.
  • SG Americas Securities's UMH Properties position peaked at $23.8M in Q4 2025.
  • 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on SG Americas Securities's 13F filing for Q2 2026, filed 7 Aug 2026.