Universal-Beteiligungs- und Servicegesellschaft’s UMH Properties UMH Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$1.25M	Sell	82,826 -29,804	-26%	-$456K	﹤0.01%	1475
2026 Q1	$1.63M	Buy	112,630 +17,255	+18%	+$267K	﹤0.01%	1319
2025 Q4	$1.52M	Buy	95,375 +2,010	+2%	+$30.2K	﹤0.01%	1355
2025 Q3	$1.39M	Buy	93,365 +41,990	+82%	+$672K	﹤0.01%	1439
2025 Q2	$863K	Buy	+51,375	New	+$879K	﹤0.01%	1537

Other funds holding UMH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's UMH Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its UMH Properties (UMH) stake by 26% in Q2 2026, selling an estimated $456K and leaving 82,826 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in UMH in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.63M in Q1 2026. 177 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 82,826 shares of UMH Properties worth $1.25M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 29,804 UMH Properties shares in Q2 2026, an estimated $456K.
UMH Properties made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1475 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in UMH Properties in Q2 2025 and has held it in 5 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's UMH Properties position peaked at $1.63M in Q1 2026.
177 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.