Sumitomo Mitsui Trust Group’s UMH Properties UMH Stock Holding History

Sumitomo Mitsui Trust Group’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	$1.31M	Sell	90,725 -745	-0.8%	-$11.5K	﹤0.01%	834
2025 Q4	$1.46M	Buy	91,470 +6,075	+7%	+$91.2K	﹤0.01%	829
2025 Q3	$1.27M	Buy	85,395 +4,789	+6%	+$76.7K	﹤0.01%	842
2025 Q2	$1.35M	Buy	80,606 +1,115	+1%	+$19.1K	﹤0.01%	825
2025 Q1	$1.49M	Sell	79,491 -183	-0.2%	-$3.33K	﹤0.01%	827
2024 Q4	$1.5M	Buy	79,674 +4,387	+6%	+$83.7K	﹤0.01%	846
2024 Q3	$1.48M	Buy	75,287 +2,254	+3%	+$41.9K	﹤0.01%	862
2024 Q2	$1.17M	Buy	73,033 +3,081	+4%	+$48K	﹤0.01%	887
2024 Q1	$1.14M	Buy	69,952 +2,058	+3%	+$31.5K	﹤0.01%	958
2023 Q4	$1.04M	Hold	67,894	–	–	﹤0.01%	974
2023 Q3	$952K	Buy	67,894 +8,652	+15%	+$133K	﹤0.01%	991
2023 Q2	$947K	Hold	59,242	–	–	﹤0.01%	1003
2023 Q1	$876K	Buy	59,242 +841	+1%	+$13.8K	﹤0.01%	1015
2022 Q4	$940K	Sell	58,401 -3,852	-6%	-$64.8K	﹤0.01%	1035
2022 Q3	$1M	Buy	62,253 +4,148	+7%	+$77.9K	﹤0.01%	1034
2022 Q2	$1.03M	Sell	58,105 -338	-0.6%	-$7.03K	﹤0.01%	1042
2022 Q1	$1.44M	Sell	58,443 -3,375	-5%	-$81.1K	﹤0.01%	1000
2021 Q4	$1.69M	Sell	61,818 -1,659	-3%	-$40K	﹤0.01%	967
2021 Q3	$1.45M	Buy	63,477 +6,385	+11%	+$149K	﹤0.01%	989
2021 Q2	$1.25M	Sell	57,092 -3,271	-5%	-$69.7K	﹤0.01%	1012
2021 Q1	$1.16M	Sell	60,363 -13,266	-18%	-$223K	﹤0.01%	993
2020 Q4	$1.09M	Sell	73,629 -6,540	-8%	-$95.1K	﹤0.01%	971
2020 Q3	$1.08M	Buy	80,169 +2,469	+3%	+$32.9K	﹤0.01%	958
2020 Q2	$1M	Buy	77,700 +8,145	+12%	+$98.4K	﹤0.01%	960
2020 Q1	$755K	Buy	69,555 +8,671	+14%	+$126K	﹤0.01%	964
2019 Q4	$958K	Buy	60,884 +10,922	+22%	+$165K	﹤0.01%	962
2019 Q3	$703K	Buy	49,962 +9,145	+22%	+$119K	﹤0.01%	976
2019 Q2	$507K	Buy	40,817 +19,041	+87%	+$256K	﹤0.01%	931
2019 Q1	$307K	Sell	21,776 -13,340	-38%	-$179K	﹤0.01%	932
2018 Q4	$411K	Buy	35,116 +4,142	+13%	+$56.1K	﹤0.01%	877
2018 Q3	$484K	Buy	30,974 +892	+3%	+$14K	﹤0.01%	855
2018 Q2	$462K	Buy	30,082 +1,460	+5%	+$20.6K	﹤0.01%	854
2018 Q1	$384K	Hold	28,622	–	–	﹤0.01%	857
2017 Q4	$426K	Buy	28,622 +1,449	+5%	+$22K	﹤0.01%	858
2017 Q3	$423K	Buy	27,173 +125	+0.5%	+$2K	﹤0.01%	857
2017 Q2	$461K	Buy	27,048 +92	+0.3%	+$1.52K	﹤0.01%	837
2017 Q1	$410K	Buy	26,956 +1,677	+7%	+$24.4K	﹤0.01%	831
2016 Q4	$380K	Buy	25,279 +12,519	+98%	+$160K	﹤0.01%	830
2016 Q3	$152K	Hold	12,760	–	–	﹤0.01%	855
2016 Q2	$144K	Hold	12,760	–	–	﹤0.01%	852
2016 Q1	$127K	Buy	12,760 +5	+0%	+$48	﹤0.01%	869
2015 Q4	$130K	Buy	12,755 +26	+0.2%	+$256	﹤0.01%	862
2015 Q3	$118K	Sell	12,729 -314	-2%	-$2.99K	﹤0.01%	865
2015 Q2	$128K	Sell	13,043 -361	-3%	-$3.61K	﹤0.01%	897
2015 Q1	$135K	Sell	13,404 -471	-3%	-$4.55K	﹤0.01%	878
2014 Q4	$133K	Buy	13,875 +10	+0.1%	+$96	﹤0.01%	876
2014 Q3	$132K	Sell	13,865 -414	-3%	-$4.13K	﹤0.01%	836
2014 Q2	$143K	Buy	14,279 +1,710	+14%	+$16.9K	﹤0.01%	794
2014 Q1	$123K	Buy	+12,569	New	+$119K	﹤0.01%	782

Other funds holding UMH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Sumitomo Mitsui Trust Group's UMH Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its UMH Properties (UMH) stake by 0.81% in Q1 2026, selling an estimated $11.5K and leaving 90,725 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Sumitomo Mitsui Trust Group first reported a position in UMH in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.69M in Q4 2021. 268 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

Sumitomo Mitsui Trust Group held 90,725 shares of UMH Properties worth $1.31M as of Q1 2026.
Sumitomo Mitsui Trust Group sold 745 UMH Properties shares in Q1 2026, an estimated $11.5K.
UMH Properties made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #834 holding.
Sumitomo Mitsui Trust Group first reported a position in UMH Properties in Q1 2014 and has held it in 49 quarters since.
Sumitomo Mitsui Trust Group's UMH Properties position peaked at $1.69M in Q4 2021.
268 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.