Susquehanna Portfolio Strategies’s UMH Properties UMH Stock Holding History

Susquehanna Portfolio Strategies’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	$2.12M	Buy	140,279 +72,637	+107%	+$1.11M	0.03%	428
2026 Q1	$976K	Sell	67,642 -43,548	-39%	-$674K	0.01%	642
2025 Q4	$1.77M	Buy	111,190 +67,703	+156%	+$1.02M	0.03%	526
2025 Q3	$646K	Sell	43,487 -14,241	-25%	-$228K	0.01%	769
2025 Q2	$969K	Buy	+57,728	New	+$988K	0.02%	513
2024 Q4	–	Sell	-60,168	Closed	-$1.18M	–	314
2024 Q3	$1.18M	Sell	60,168 -700	-1%	-$13K	0.08%	180
2024 Q2	$973K	Hold	60,868	–	–	0.04%	292
2024 Q1	$988K	Sell	60,868 -3,343	-5%	-$51.2K	0.02%	460
2023 Q4	$984K	Buy	+64,211	New	+$925K	0.02%	603

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

Susquehanna Portfolio Strategies's UMH Position: Q2 2026 in Review

Susquehanna Portfolio Strategies increased its UMH Properties (UMH) stake by 107% in Q2 2026, buying an estimated $1.11M and bringing the position to 140,279 shares worth $2.12M. The position accounts for 0.03% of the portfolio, ranked #428.

Susquehanna Portfolio Strategies first reported a position in UMH in Q4 2023 and has held it in 9 quarters since. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Susquehanna Portfolio Strategies held 140,279 shares of UMH Properties worth $2.12M as of Q2 2026.
Susquehanna Portfolio Strategies bought 72,637 UMH Properties shares in Q2 2026, an estimated $1.11M.
UMH Properties made up 0.03% of Susquehanna Portfolio Strategies's portfolio in Q2 2026, its #428 holding.
Susquehanna Portfolio Strategies first reported a position in UMH Properties in Q4 2023 and has held it in 9 quarters since.
239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Susquehanna Portfolio Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.