Sterling Capital Management’s UMH Properties UMH Stock Holding History

Sterling Capital Management’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	$23.4K	Buy	1,546 +1,025	+197%	+$15.7K	﹤0.01%	1815
2026 Q1	$7.52K	Sell	521 -7	-1%	-$108	﹤0.01%	2524
2025 Q4	$8.4K	Buy	528 +335	+174%	+$5.03K	﹤0.01%	2692
2025 Q3	$2.87K	Buy	193 +4	+2%	+$64	﹤0.01%	2921
2025 Q2	$3.17K	Sell	189 -884	-82%	-$15.1K	﹤0.01%	2757
2025 Q1	$20.1K	Sell	1,073 -878	-45%	-$16K	﹤0.01%	1654
2024 Q4	$36.8K	Buy	1,951 +1,748	+861%	+$33.3K	﹤0.01%	1695
2024 Q3	$3.99K	Buy	+203	New	+$3.78K	﹤0.01%	1852

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Sterling Capital Management's UMH Position: Q2 2026 in Review

Sterling Capital Management increased its UMH Properties (UMH) stake by 197% in Q2 2026, buying an estimated $15.7K and bringing the position to 1,546 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

Sterling Capital Management first reported a position in UMH in Q3 2024 and has held it in 8 quarters since. The position peaked at $36.8K in Q4 2024. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Sterling Capital Management held 1,546 shares of UMH Properties worth $23.4K as of Q2 2026.
Sterling Capital Management bought 1,025 UMH Properties shares in Q2 2026, an estimated $15.7K.
UMH Properties made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #1815 holding.
Sterling Capital Management first reported a position in UMH Properties in Q3 2024 and has held it in 8 quarters since.
Sterling Capital Management's UMH Properties position peaked at $36.8K in Q4 2024.
258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.