SAM
UMH

Storebrand Asset Management’s UMH Properties UMH Stock Holding History

Storebrand Asset 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 		$3.01M Hold
198,900
– – 0.01% 559
2026
Q1 		$2.87M Sell
198,900
-34,208
-15% -$529K 0.01% 546
2025
Q4 		$3.71M Sell
233,108
-1,450
-0.6% -$21.8K 0.01% 525
2025
Q3 		$3.48M Hold
234,558
– – 0.01% 539
2025
Q2 		$3.94M Sell
234,558
-3,063
-1% -$52.4K 0.01% 521
2025
Q1 		$4.44M Sell
237,621
-25,300
-10% -$461K 0.01% 506
2024
Q4 		$4.96M Sell
262,921
-10,933
-4% -$208K 0.02% 500
2024
Q3 		$5.39M Sell
273,854
-2,836
-1% -$52.8K 0.02% 491
2024
Q2 		$4.42M Sell
276,690
-3,892
-1% -$60.6K 0.01% 510
2024
Q1 		$4.56M Sell
280,582
-66,921
-19% -$1.02M 0.02% 517
2023
Q4 		$5.32M Buy
347,503
+285,893
+464% +$4.12M 0.02% 495
2023
Q3 		$864K Sell
61,610
-2,500
-4% -$38.4K ﹤0.01% 684
2023
Q2 		$1.02M Sell
64,110
-3,793
-6% -$58.7K ﹤0.01% 680
2023
Q1 		$1M Sell
67,903
-6,266
-8% -$103K 0.01% 678
2022
Q4 		$1.19M Sell
74,169
-3,161
-4% -$53.2K 0.01% 655
2022
Q3 		$1.25M Buy
77,330
+6,550
+9% +$123K 0.01% 636
2022
Q2 		$1.25M Sell
70,780
-2,065
-3% -$42.9K 0.01% 645
2022
Q1 		$1.79M Sell
72,845
-6,207
-8% -$149K 0.01% 631
2021
Q4 		$2.16M Buy
79,052
+6,811
+9% +$164K 0.01% 630
2021
Q3 		$1.65M Buy
72,241
+4,906
+7% +$114K 0.01% 668
2021
Q2 		$1.47M Buy
67,335
+16,489
+32% +$351K 0.01% 682
2021
Q1 		$975K Buy
50,846
+18,573
+58% +$313K 0.01% 711
2020
Q4 		$478K Buy
+32,273
New +$469K ﹤0.01% 744

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

Storebrand Asset Management's UMH Position: Q2 2026 in Review

Storebrand Asset Management held its UMH Properties (UMH) position steady in Q2 2026 at 198,900 shares worth $3.01M. The position accounts for 0.01% of the portfolio, ranked #559.

Storebrand Asset Management first reported a position in UMH in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.39M in Q3 2024. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Storebrand Asset Management held 198,900 shares of UMH Properties worth $3.01M as of Q2 2026.
  • Storebrand Asset Management left its UMH Properties share count unchanged in Q2 2026.
  • UMH Properties made up 0.01% of Storebrand Asset Management's portfolio in Q2 2026, its #559 holding.
  • Storebrand Asset Management first reported a position in UMH Properties in Q4 2020 and has held it in 23 quarters since.
  • Storebrand Asset Management's UMH Properties position peaked at $5.39M in Q3 2024.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Storebrand Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.