T. Rowe Price Investment Management
UMH

T. Rowe Price Investment Management’s UMH Properties UMH Stock Holding History

T. Rowe Price Investment 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
Q1 		$53M Sell
3,673,293
-712,995
-16% -$11M 0.04% 344
2025
Q4 		$69.8M Buy
4,386,288
+237,609
+6% +$3.57M 0.04% 303
2025
Q3 		$61.6M Sell
4,148,679
-1,958,912
-32% -$31.4M 0.04% 346
2025
Q2 		$103M Buy
6,107,591
+783,060
+15% +$13.4M 0.06% 275
2025
Q1 		$99.6M Buy
5,324,531
+73,196
+1% +$1.33M 0.07% 281
2024
Q4 		$99.1M Buy
5,251,335
+57,547
+1% +$1.1M 0.06% 295
2024
Q3 		$102M Buy
5,193,788
+221,596
+4% +$4.12M 0.06% 291
2024
Q2 		$79.5M Buy
4,972,192
+1,091,562
+28% +$17M 0.05% 319
2024
Q1 		$63M Buy
3,880,630
+168,028
+5% +$2.57M 0.04% 359
2023
Q4 		$56.9M Buy
3,712,602
+928,694
+33% +$13.4M 0.04% 376
2023
Q3 		$39M Buy
2,783,908
+805,645
+41% +$12.4M 0.03% 398
2023
Q2 		$31.6M Buy
1,978,263
+1,031,437
+109% +$16M 0.02% 434
2023
Q1 		$14M Buy
946,826
+109,291
+13% +$1.8M 0.01% 496
2022
Q4 		$13.5M Buy
837,535
+191,722
+30% +$3.23M 0.01% 491
2022
Q3 		$10.4M Buy
+645,813
New +$12.1M 0.01% 496

Other funds holding UMH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

T. Rowe Price Investment Management's UMH Position: Q1 2026 in Review

T. Rowe Price Investment Management reduced its UMH Properties (UMH) stake by 16% in Q1 2026, selling an estimated $11M and leaving 3,673,293 shares worth $53M. The position accounts for 0.04% of the portfolio, ranked #344.

T. Rowe Price Investment Management first reported a position in UMH in Q3 2022 and has held it in 15 quarters since. The position peaked at $103M in Q2 2025. 269 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

  • T. Rowe Price Investment Management held 3,673,293 shares of UMH Properties worth $53M as of Q1 2026.
  • T. Rowe Price Investment Management sold 712,995 UMH Properties shares in Q1 2026, an estimated $11M.
  • UMH Properties made up 0.04% of T. Rowe Price Investment Management's portfolio in Q1 2026, its #344 holding.
  • T. Rowe Price Investment Management first reported a position in UMH Properties in Q3 2022 and has held it in 15 quarters since.
  • T. Rowe Price Investment Management's UMH Properties position peaked at $103M in Q2 2025.
  • 269 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

Based on T. Rowe Price Investment Management's 13F filing for Q1 2026, filed 15 May 2026.