SFI
UMH

Susquehanna Fundamental Investments’s UMH Properties UMH Stock Holding History

Susquehanna Fundamental Investments’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 		– Sell
-27,136
Closed -$432K – 687
2025
Q4 		$432K Sell
27,136
-511
-2% -$7.67K 0.01% 445
2025
Q3 		$411K Sell
27,647
-24,207
-47% -$388K 0.02% 448
2025
Q2 		$871K Sell
51,854
-1,828
-3% -$31.3K 0.02% 469
2025
Q1 		$1M Buy
53,682
+41,952
+358% +$764K 0.01% 688
2024
Q4 		$221K Buy
+11,730
New +$224K ﹤0.01% 990
2024
Q2 		$198K Sell
12,367
-2,036
-14% -$31.7K ﹤0.01% 848
2024
Q1 		$234K Buy
+14,403
New +$220K 0.01% 600
2023
Q2 		– Sell
-13,429
Closed -$199K – 874
2023
Q1 		$199K Sell
13,429
-11,840
-47% -$194K ﹤0.01% 868
2022
Q4 		$407K Sell
25,269
-7,255
-22% -$122K 0.01% 920
2022
Q3 		$525K Buy
+32,524
New +$611K 0.01% 1002
2022
Q1 		$538K Buy
+21,862
New +$525K 0.01% 1049

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Susquehanna Fundamental Investments's UMH Position: Q1 2026 in Review

Susquehanna Fundamental Investments sold out of UMH Properties (UMH) in Q1 2026, closing a stake of 27,136 shares — an estimated $432K sold.

Susquehanna Fundamental Investments first reported a position in UMH in Q1 2022 and held it in 11 quarters. The position peaked at $1M in Q1 2025. 269 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

  • Susquehanna Fundamental Investments reported no remaining UMH Properties position as of Q1 2026 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 27,136 UMH Properties shares in Q1 2026, an estimated $432K.
  • Susquehanna Fundamental Investments first reported a position in UMH Properties in Q1 2022 and held it in 11 quarters.
  • Susquehanna Fundamental Investments's UMH Properties position peaked at $1M in Q1 2025.
  • 269 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.