UIC
UMH

Uniplan Investment Counsel’s UMH Properties UMH Stock Holding History

Uniplan Investment Counsel’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 		$1.31M Sell
86,305
-4,519
-5% -$69.2K 0.12% 136
2026
Q1 		$1.31M Sell
90,824
-6,213
-6% -$96.2K 0.13% 127
2025
Q4 		$1.54M Buy
+97,037
New +$1.46M 0.16% 129

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Uniplan Investment Counsel's UMH Position: Q2 2026 in Review

Uniplan Investment Counsel reduced its UMH Properties (UMH) stake by 5% in Q2 2026, selling an estimated $69.2K and leaving 86,305 shares worth $1.31M. The position accounts for 0.12% of the portfolio, ranked #136.

Uniplan Investment Counsel first reported a position in UMH in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.54M in Q4 2025. 259 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Uniplan Investment Counsel held 86,305 shares of UMH Properties worth $1.31M as of Q2 2026.
  • Uniplan Investment Counsel sold 4,519 UMH Properties shares in Q2 2026, an estimated $69.2K.
  • UMH Properties made up 0.12% of Uniplan Investment Counsel's portfolio in Q2 2026, its #136 holding.
  • Uniplan Investment Counsel first reported a position in UMH Properties in Q4 2025 and has held it in 3 quarters since.
  • Uniplan Investment Counsel's UMH Properties position peaked at $1.54M in Q4 2025.
  • 259 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Uniplan Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.