UBS Group
UMH

UBS Group’s UMH Properties UMH Stock Holding History

UBS Group’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 		$1.9M Sell
125,256
-178,520
-59% -$2.73M ﹤0.01% 5151
2026
Q1 		$4.38M Buy
303,776
+45,800
+18% +$709K ﹤0.01% 4206
2025
Q4 		$4.1M Buy
257,976
+19,803
+8% +$297K ﹤0.01% 4225
2025
Q3 		$3.54M Sell
238,173
-93,470
-28% -$1.5M ﹤0.01% 4399
2025
Q2 		$5.57M Buy
331,643
+89,864
+37% +$1.54M ﹤0.01% 3764
2025
Q1 		$4.52M Buy
241,779
+27,473
+13% +$500K ﹤0.01% 3888
2024
Q4 		$4.05M Buy
214,306
+117,681
+122% +$2.24M ﹤0.01% 4063
2024
Q3 		$1.9M Buy
96,625
+22,137
+30% +$412K ﹤0.01% 4042
2024
Q2 		$1.19M Sell
74,488
-44,541
-37% -$693K ﹤0.01% 4246
2024
Q1 		$1.93M Sell
119,029
-1,989
-2% -$30.4K ﹤0.01% 3989
2023
Q4 		$1.85M Buy
121,018
+32,435
+37% +$467K ﹤0.01% 3909
2023
Q3 		$1.24M Sell
88,583
-451
-0.5% -$6.93K ﹤0.01% 3884
2023
Q2 		$1.42M Buy
89,034
+17,594
+25% +$272K ﹤0.01% 3882
2023
Q1 		$1.06M Buy
71,440
+11,991
+20% +$197K ﹤0.01% 4055
2022
Q4 		$957K Buy
59,449
+7,407
+14% +$125K ﹤0.01% 4117
2022
Q3 		$840K Buy
52,042
+1,670
+3% +$31.4K ﹤0.01% 3900
2022
Q2 		$890K Buy
50,372
+4,772
+10% +$99.2K ﹤0.01% 3830
2022
Q1 		$1.12M Sell
45,600
-6,730
-13% -$162K ﹤0.01% 3978
2021
Q4 		$1.43M Buy
52,330
+11,296
+28% +$272K ﹤0.01% 4060
2021
Q3 		$940K Sell
41,034
-1,312
-3% -$30.6K ﹤0.01% 4248
2021
Q2 		$924K Sell
42,346
-13,361
-24% -$285K ﹤0.01% 4242
2021
Q1 		$1.07M Buy
55,707
+157
+0.3% +$2.64K ﹤0.01% 4177
2020
Q4 		$823K Buy
55,550
+2,733
+5% +$39.7K ﹤0.01% 4173
2020
Q3 		$715K Sell
52,817
-5,632
-10% -$75.1K ﹤0.01% 3888
2020
Q2 		$756K Sell
58,449
-6,651
-10% -$80.4K ﹤0.01% 3757
2020
Q1 		$707K Sell
65,100
-27,081
-29% -$393K ﹤0.01% 3667
2019
Q4 		$1.45M Buy
92,181
+34,092
+59% +$514K ﹤0.01% 3865
2019
Q3 		$818K Buy
58,089
+21,757
+60% +$282K ﹤0.01% 4141
2019
Q2 		$451K Buy
36,332
+5,096
+16% +$68.6K ﹤0.01% 4368
2019
Q1 		$440K Sell
31,236
-9,344
-23% -$125K ﹤0.01% 4144
2018
Q4 		$481K Buy
40,580
+2,209
+6% +$29.9K ﹤0.01% 4303
2018
Q3 		$600K Buy
38,371
+2,732
+8% +$42.9K ﹤0.01% 4284
2018
Q2 		$547K Buy
35,639
+4,725
+15% +$66.6K ﹤0.01% 4250
2018
Q1 		$415K Buy
30,914
+1,423
+5% +$18.5K ﹤0.01% 4329
2017
Q4 		$439K Sell
29,491
-1,412
-5% -$21.5K ﹤0.01% 4380
2017
Q3 		$481K Sell
30,903
-244
-0.8% -$3.91K ﹤0.01% 4245
2017
Q2 		$531K Buy
31,147
+2,893
+10% +$47.7K ﹤0.01% 4079
2017
Q1 		$430K Sell
28,254
-7,018
-20% -$102K ﹤0.01% 4144
2016
Q4 		$531K Buy
35,272
+12,056
+52% +$154K ﹤0.01% 4066
2016
Q3 		$277K Sell
23,216
-4,015
-15% -$48.5K ﹤0.01% 4315
2016
Q2 		$306K Buy
27,231
+7,760
+40% +$78.4K ﹤0.01% 4246
2016
Q1 		$193K Buy
19,471
+101
+0.5% +$972 ﹤0.01% 4513
2015
Q4 		$196K Sell
19,370
-946
-5% -$9.32K ﹤0.01% 4684
2015
Q3 		$189K Buy
20,316
+860
+4% +$8.19K ﹤0.01% 4687
2015
Q2 		$191K Sell
19,456
-1,904
-9% -$19K ﹤0.01% 4909
2015
Q1 		$215K Buy
21,360
+3,847
+22% +$37.2K ﹤0.01% 4819
2014
Q4 		$168K Buy
+17,513
New +$169K ﹤0.01% 5207

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

UBS Group's UMH Position: Q2 2026 in Review

UBS Group reduced its UMH Properties (UMH) stake by 59% in Q2 2026, selling an estimated $2.73M and leaving 125,256 shares worth $1.9M. The position accounts for ﹤0.01% of the portfolio, ranked #5151.

UBS Group first reported a position in UMH in Q4 2014 and has held it in 47 quarters since. The position peaked at $5.57M in Q2 2025. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • UBS Group held 125,256 shares of UMH Properties worth $1.9M as of Q2 2026.
  • UBS Group sold 178,520 UMH Properties shares in Q2 2026, an estimated $2.73M.
  • UMH Properties made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5151 holding.
  • UBS Group first reported a position in UMH Properties in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's UMH Properties position peaked at $5.57M in Q2 2025.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.