State of Wisconsin Investment Board
UMH

State of Wisconsin Investment Board’s UMH Properties UMH Stock Holding History

State of Wisconsin Investment Board’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 		$4.97M Sell
344,118
-29,792
-8% -$461K 0.01% 988
2025
Q4 		$5.95M Buy
373,910
+19,647
+6% +$295K 0.01% 939
2025
Q3 		$5.26M Sell
354,263
-11,225
-3% -$180K 0.01% 928
2025
Q2 		$6.14M Sell
365,488
-9,719
-3% -$166K 0.02% 857
2025
Q1 		$7.02M Buy
375,207
+29,244
+8% +$532K 0.02% 789
2024
Q4 		$6.53M Buy
345,963
+27,097
+8% +$517K 0.02% 836
2024
Q3 		$6.27M Hold
318,866
– – 0.02% 860
2024
Q2 		$5.1M Sell
318,866
-2,099
-0.7% -$32.7K 0.01% 916
2024
Q1 		$5.21M Sell
320,965
-38,781
-11% -$594K 0.01% 935
2023
Q4 		$5.51M Buy
359,746
+147,980
+70% +$2.13M 0.02% 940
2023
Q3 		$2.97M Sell
211,766
-15,816
-7% -$243K 0.01% 1133
2023
Q2 		$3.64M Sell
227,582
-2,568
-1% -$39.7K 0.01% 1109
2023
Q1 		$3.4M Sell
230,150
-28,172
-11% -$463K 0.01% 1138
2022
Q4 		$4.16M Sell
258,322
-3,082
-1% -$51.9K 0.01% 1040
2022
Q3 		$4.22M Buy
261,404
+43,982
+20% +$826K 0.01% 1024
2022
Q2 		$3.84M Sell
217,422
-9,278
-4% -$193K 0.01% 1132
2022
Q1 		$5.58M Sell
226,700
-12,600
-5% -$303K 0.01% 1107
2021
Q4 		$6.54M Buy
239,300
+89,300
+60% +$2.15M 0.01% 944
2021
Q3 		$3.44M Buy
150,000
+7,900
+6% +$184K 0.01% 1151
2021
Q2 		$3.1M Buy
142,100
+4,700
+3% +$100K 0.01% 1183
2021
Q1 		$2.63M Hold
137,400
– – 0.01% 1178
2020
Q4 		$2.04M Sell
137,400
-17,100
-11% -$249K ﹤0.01% 1198
2020
Q3 		$2.09M Hold
154,500
– – 0.01% 1157
2020
Q2 		$2M Buy
154,500
+54,500
+55% +$659K 0.01% 1124
2020
Q1 		$1.09M Hold
100,000
– – ﹤0.01% 1185
2019
Q4 		$1.57M Hold
100,000
– – ﹤0.01% 1167
2019
Q3 		$1.41M Buy
100,000
+10,400
+12% +$135K ﹤0.01% 1071
2019
Q2 		$1.11M Buy
89,600
+5,700
+7% +$76.8K ﹤0.01% 1112
2019
Q1 		$1.18M Buy
+83,900
New +$1.13M ﹤0.01% 1118

Other funds holding UMH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $3.8B AUM 23.19% 1-Year Est. Return

State of Wisconsin Investment Board's UMH Position: Q1 2026 in Review

State of Wisconsin Investment Board reduced its UMH Properties (UMH) stake by 8% in Q1 2026, selling an estimated $461K and leaving 344,118 shares worth $4.97M. The position accounts for 0.01% of the portfolio, ranked #988.

State of Wisconsin Investment Board first reported a position in UMH in Q1 2019 and has held it in 29 quarters since. The position peaked at $7.02M in Q1 2025. 269 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

  • State of Wisconsin Investment Board held 344,118 shares of UMH Properties worth $4.97M as of Q1 2026.
  • State of Wisconsin Investment Board sold 29,792 UMH Properties shares in Q1 2026, an estimated $461K.
  • UMH Properties made up 0.01% of State of Wisconsin Investment Board's portfolio in Q1 2026, its #988 holding.
  • State of Wisconsin Investment Board first reported a position in UMH Properties in Q1 2019 and has held it in 29 quarters since.
  • State of Wisconsin Investment Board's UMH Properties position peaked at $7.02M in Q1 2025.
  • 269 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2026, filed 15 May 2026.