Swiss National Bank
UMH

Swiss National Bank’s UMH Properties UMH Stock Holding History

Swiss National Bank’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 		$2.45M Buy
162,100
+2,900
+2% +$44.4K ﹤0.01% 1827
2026
Q1 		$2.3M Hold
159,200
– – ﹤0.01% 1780
2025
Q4 		$2.53M Buy
159,200
+4,300
+3% +$64.6K ﹤0.01% 1754
2025
Q3 		$2.3M Buy
154,900
+5,100
+3% +$81.6K ﹤0.01% 1790
2025
Q2 		$2.52M Buy
149,800
+4,500
+3% +$77K ﹤0.01% 1658
2025
Q1 		$2.72M Sell
145,300
-1,500
-1% -$27.3K ﹤0.01% 1590
2024
Q4 		$2.77M Buy
146,800
+16,200
+12% +$309K ﹤0.01% 1673
2024
Q3 		$2.57M Buy
130,600
+1,000
+0.8% +$18.6K ﹤0.01% 1717
2024
Q2 		$2.07M Buy
129,600
+5,100
+4% +$79.4K ﹤0.01% 1793
2024
Q1 		$2.02M Buy
124,500
+2,300
+2% +$35.2K ﹤0.01% 1831
2023
Q4 		$1.87M Sell
122,200
-4,700
-4% -$67.7K ﹤0.01% 1881
2023
Q3 		$1.78M Buy
126,900
+2,800
+2% +$43K ﹤0.01% 1914
2023
Q2 		$1.98M Buy
124,100
+9,800
+9% +$152K ﹤0.01% 1889
2023
Q1 		$1.69M Sell
114,300
-12,100
-10% -$199K ﹤0.01% 1944
2022
Q4 		$2.04M Buy
126,400
+4,200
+3% +$70.7K ﹤0.01% 1885
2022
Q3 		$1.97M Buy
122,200
+6,300
+5% +$118K ﹤0.01% 1879
2022
Q2 		$2.05M Hold
115,900
– – ﹤0.01% 1897
2022
Q1 		$2.85M Buy
115,900
+11,500
+11% +$276K ﹤0.01% 1824
2021
Q4 		$2.85M Buy
104,400
+4,600
+5% +$111K ﹤0.01% 1822
2021
Q3 		$2.29M Buy
99,800
+7,900
+9% +$184K ﹤0.01% 1967
2021
Q2 		$2M Buy
91,900
+6,100
+7% +$130K ﹤0.01% 2090
2021
Q1 		$1.65M Buy
85,800
+1,800
+2% +$30.3K ﹤0.01% 2122
2020
Q4 		$1.24M Hold
84,000
– – ﹤0.01% 2181
2020
Q3 		$1.14M Buy
84,000
+1,900
+2% +$25.3K ﹤0.01% 2019
2020
Q2 		$1.06M Buy
82,100
+10,800
+15% +$131K ﹤0.01% 2065
2020
Q1 		$774K Buy
71,300
+1,700
+2% +$24.7K ﹤0.01% 1974
2019
Q4 		$1.09M Buy
69,600
+2,900
+4% +$43.7K ﹤0.01% 2092
2019
Q3 		$939K Buy
66,700
+3,600
+6% +$46.7K ﹤0.01% 2091
2019
Q2 		$783K Buy
63,100
+1,300
+2% +$17.5K ﹤0.01% 2246
2019
Q1 		$870K Buy
61,800
+2,800
+5% +$37.5K ﹤0.01% 2140
2018
Q4 		$699K Buy
59,000
+1,700
+3% +$23K ﹤0.01% 2203
2018
Q3 		$896K Buy
57,300
+3,900
+7% +$61.3K ﹤0.01% 2205
2018
Q2 		$820K Hold
53,400
– – ﹤0.01% 2281
2018
Q1 		$716K Buy
53,400
+3,600
+7% +$46.9K ﹤0.01% 2266
2017
Q4 		$742K Hold
49,800
– – ﹤0.01% 2246
2017
Q3 		$774K Buy
49,800
+4,700
+10% +$75.2K ﹤0.01% 2207
2017
Q2 		$769K Buy
+45,100
New +$744K ﹤0.01% 2205

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

Swiss National Bank's UMH Position: Q2 2026 in Review

Swiss National Bank increased its UMH Properties (UMH) stake by 1.8% in Q2 2026, buying an estimated $44.4K and bringing the position to 162,100 shares worth $2.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

Swiss National Bank first reported a position in UMH in Q2 2017 and has held it in 37 quarters since. The position peaked at $2.85M in Q4 2021. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Swiss National Bank held 162,100 shares of UMH Properties worth $2.45M as of Q2 2026.
  • Swiss National Bank bought 2,900 UMH Properties shares in Q2 2026, an estimated $44.4K.
  • UMH Properties made up ﹤0.01% of Swiss National Bank's portfolio in Q2 2026, its #1827 holding.
  • Swiss National Bank first reported a position in UMH Properties in Q2 2017 and has held it in 37 quarters since.
  • Swiss National Bank's UMH Properties position peaked at $2.85M in Q4 2021.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Swiss National Bank's 13F filing for Q2 2026, filed 11 Aug 2026.