Sumitomo Mitsui DS Asset Management’s UMH Properties UMH Stock Holding History

Sumitomo Mitsui DS 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	$267K	Hold	17,656	–	–	﹤0.01%	734
2026 Q1	$255K	Hold	17,656	–	–	﹤0.01%	732
2025 Q4	$281K	Hold	17,656	–	–	﹤0.01%	716
2025 Q3	$262K	Hold	17,656	–	–	﹤0.01%	710
2025 Q2	$296K	Hold	17,656	–	–	﹤0.01%	694
2025 Q1	$330K	Hold	17,656	–	–	﹤0.01%	722
2024 Q4	$333K	Buy	17,656 +6,340	+56%	+$121K	﹤0.01%	728
2024 Q3	$223K	Hold	11,316	–	–	﹤0.01%	754
2024 Q2	$181K	Hold	11,316	–	–	﹤0.01%	759
2024 Q1	$184K	Hold	11,316	–	–	﹤0.01%	753
2023 Q4	$173K	Hold	11,316	–	–	﹤0.01%	777
2023 Q3	$159K	Hold	11,316	–	–	﹤0.01%	764
2023 Q2	$181K	Buy	+11,316	New	+$175K	﹤0.01%	761

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

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

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

Sumitomo Mitsui DS Asset Management's UMH Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management held its UMH Properties (UMH) position steady in Q2 2026 at 17,656 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Sumitomo Mitsui DS Asset Management first reported a position in UMH in Q2 2023 and has held it in 13 quarters since. The position peaked at $333K in Q4 2024. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Sumitomo Mitsui DS Asset Management held 17,656 shares of UMH Properties worth $267K as of Q2 2026.
Sumitomo Mitsui DS Asset Management left its UMH Properties share count unchanged in Q2 2026.
UMH Properties made up ﹤0.01% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #734 holding.
Sumitomo Mitsui DS Asset Management first reported a position in UMH Properties in Q2 2023 and has held it in 13 quarters since.
Sumitomo Mitsui DS Asset Management's UMH Properties position peaked at $333K in Q4 2024.
239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.