Vanguard Fiduciary Trust
UMH

Vanguard Fiduciary Trust’s UMH Properties UMH Stock Holding History

Vanguard Fiduciary Trust’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 		$8.13M Sell
536,737
-31,770
-6% -$486K ﹤0.01% 1923
2026
Q1 		$8.2M Buy
+568,507
New +$8.8M ﹤0.01% 1824

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

Vanguard Fiduciary Trust's UMH Position: Q2 2026 in Review

Vanguard Fiduciary Trust reduced its UMH Properties (UMH) stake by 5.6% in Q2 2026, selling an estimated $486K and leaving 536,737 shares worth $8.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1923.

Vanguard Fiduciary Trust first reported a position in UMH in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.2M in Q1 2026. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Vanguard Fiduciary Trust held 536,737 shares of UMH Properties worth $8.13M as of Q2 2026.
  • Vanguard Fiduciary Trust sold 31,770 UMH Properties shares in Q2 2026, an estimated $486K.
  • UMH Properties made up ﹤0.01% of Vanguard Fiduciary Trust's portfolio in Q2 2026, its #1923 holding.
  • Vanguard Fiduciary Trust first reported a position in UMH Properties in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Fiduciary Trust's UMH Properties position peaked at $8.2M in Q1 2026.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Vanguard Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.