UBS AM’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.74M | Buy |
445,154
+24,448
| +6% | +$374K | ﹤0.01% | 1467 |
|
|
2026
Q1 | $6.07M | Sell |
420,706
-168
| -0% | -$2.6K | ﹤0.01% | 1472 |
|
|
2025
Q4 | $6.7M | Buy |
+420,874
| New | +$6.32M | ﹤0.01% | 1311 |
|
|
2025
Q3 | – | Sell |
-536,004
| Closed | -$9M | – | 2608 |
|
|
2025
Q2 | $9M | Buy |
536,004
+459,948
| +605% | +$7.87M | ﹤0.01% | 1410 |
|
|
2025
Q1 | $1.42M | Buy |
76,056
+2,471
| +3% | +$45K | ﹤0.01% | 2159 |
|
|
2024
Q4 | $1.39M | Sell |
73,585
-262,289
| -78% | -$5M | ﹤0.01% | 2218 |
|
|
2024
Q3 | $6.61M | Buy |
335,874
+277,590
| +476% | +$5.17M | ﹤0.01% | 1432 |
|
|
2024
Q2 | $932K | Sell |
58,284
-29,651
| -34% | -$462K | ﹤0.01% | 2410 |
|
|
2024
Q1 | $1.43M | Hold |
87,935
| – | – | ﹤0.01% | 1839 |
|
|
2023
Q4 | $1.35M | Buy |
87,935
+9,094
| +12% | +$131K | ﹤0.01% | 1875 |
|
|
2023
Q3 | $1.11M | Buy |
78,841
+9,732
| +14% | +$150K | ﹤0.01% | 1906 |
|
|
2023
Q2 | $1.02M | Hold |
69,109
| – | – | ﹤0.01% | 1996 |
|
|
2023
Q1 | $1.02M | Buy |
69,109
+14,556
| +27% | +$239K | ﹤0.01% | 1996 |
|
|
2022
Q4 | $878K | Hold |
54,553
| – | – | ﹤0.01% | 1910 |
|
|
2022
Q3 | $881K | Sell |
54,553
-68
| -0.1% | -$1.28K | ﹤0.01% | 2038 |
|
|
2022
Q2 | $965K | Hold |
54,621
| – | – | ﹤0.01% | 1985 |
|
|
2022
Q1 | $1.34M | Buy |
54,621
+12,793
| +31% | +$307K | ﹤0.01% | 1989 |
|
|
2021
Q4 | $1.14M | Hold |
41,828
| – | – | ﹤0.01% | 2145 |
|
|
2021
Q3 | $958K | Sell |
41,828
-5,146
| -11% | -$120K | ﹤0.01% | 2186 |
|
|
2021
Q2 | $1.02M | Buy |
46,974
+2,439
| +5% | +$52K | ﹤0.01% | 2206 |
|
|
2021
Q1 | $854K | Hold |
44,535
| – | – | ﹤0.01% | 2162 |
|
|
2020
Q4 | $660K | Hold |
44,535
| – | – | ﹤0.01% | 2182 |
|
|
2020
Q3 | $603K | Buy |
44,535
+7,468
| +20% | +$99.6K | ﹤0.01% | 2053 |
|
|
2020
Q2 | $479K | Sell |
37,067
-221
| -0.6% | -$2.67K | ﹤0.01% | 2144 |
|
|
2020
Q1 | $405K | Buy |
37,288
+1,913
| +5% | +$27.8K | ﹤0.01% | 2055 |
|
|
2019
Q4 | $556K | Buy |
35,375
+132
| +0.4% | +$1.99K | ﹤0.01% | 2192 |
|
|
2019
Q3 | $496K | Buy |
35,243
+1,885
| +6% | +$24.4K | ﹤0.01% | 2303 |
|
|
2019
Q2 | $414K | Hold |
33,358
| – | – | ﹤0.01% | 2291 |
|
|
2019
Q1 | $470K | Buy |
33,358
+2,117
| +7% | +$28.4K | ﹤0.01% | 2131 |
|
|
2018
Q4 | $370K | Buy |
31,241
+20,729
| +197% | +$281K | ﹤0.01% | 2120 |
|
|
2018
Q3 | $164K | Hold |
10,512
| – | – | ﹤0.01% | 2485 |
|
|
2018
Q2 | $161K | Hold |
10,512
| – | – | ﹤0.01% | 2515 |
|
|
2018
Q1 | $141K | Hold |
10,512
| – | – | ﹤0.01% | 2433 |
|
|
2017
Q4 | $157K | Buy |
+10,512
| New | +$160K | ﹤0.01% | 2358 |
|
Other funds holding UMH
PMG
DADC
UBS AM's UMH Position: Q2 2026 in Review
UBS AM increased its UMH Properties (UMH) stake by 5.8% in Q2 2026, buying an estimated $374K and bringing the position to 445,154 shares worth $6.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1467.
UBS AM first reported a position in UMH in Q4 2017 and has held it in 34 quarters since. The position peaked at $9M in Q2 2025. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.
- UBS AM held 445,154 shares of UMH Properties worth $6.74M as of Q2 2026.
- UBS AM bought 24,448 UMH Properties shares in Q2 2026, an estimated $374K.
- UMH Properties made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1467 holding.
- UBS AM first reported a position in UMH Properties in Q4 2017 and has held it in 34 quarters since.
- UBS AM's UMH Properties position peaked at $9M in Q2 2025.
- 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.
Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.