Vanguard Group
UMH

Vanguard Group’s UMH Properties UMH Stock Holding History

Vanguard 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
2025
Q4 		$129M Buy
8,128,983
+144,368
+2% +$2.17M ﹤0.01% 1753
2025
Q3 		$119M Buy
7,984,615
+76,645
+1% +$1.23M ﹤0.01% 1781
2025
Q2 		$133M Buy
7,907,970
+384,424
+5% +$6.58M ﹤0.01% 1707
2025
Q1 		$141M Buy
7,523,546
+17,084
+0.2% +$311K ﹤0.01% 1639
2024
Q4 		$142M Buy
7,506,462
+799,798
+12% +$15.3M ﹤0.01% 1701
2024
Q3 		$132M Buy
6,706,664
+168,608
+3% +$3.14M ﹤0.01% 1747
2024
Q2 		$105M Buy
6,538,056
+160,073
+3% +$2.49M ﹤0.01% 1815
2024
Q1 		$104M Sell
6,377,983
-163,243
-2% -$2.5M ﹤0.01% 1845
2023
Q4 		$100M Buy
6,541,226
+629,427
+11% +$9.07M ﹤0.01% 1861
2023
Q3 		$82.9M Sell
5,911,799
-112,055
-2% -$1.72M ﹤0.01% 1906
2023
Q2 		$96.3M Buy
6,023,854
+646,849
+12% +$10M ﹤0.01% 1878
2023
Q1 		$79.5M Buy
5,377,005
+99,104
+2% +$1.63M ﹤0.01% 1936
2022
Q4 		$85M Buy
5,277,901
+39,234
+0.7% +$660K ﹤0.01% 1892
2022
Q3 		$84.6M Sell
5,238,667
-5,138
-0.1% -$96.5K ﹤0.01% 1899
2022
Q2 		$92.6M Buy
5,243,805
+104,225
+2% +$2.17M ﹤0.01% 1872
2022
Q1 		$126M Buy
5,139,580
+264,005
+5% +$6.34M ﹤0.01% 1812
2021
Q4 		$133M Buy
4,875,575
+309,622
+7% +$7.46M ﹤0.01% 1823
2021
Q3 		$105M Buy
4,565,953
+282,203
+7% +$6.58M ﹤0.01% 1956
2021
Q2 		$93.5M Buy
4,283,750
+359,540
+9% +$7.66M ﹤0.01% 2028
2021
Q1 		$75.2M Buy
3,924,210
+85,611
+2% +$1.44M ﹤0.01% 2100
2020
Q4 		$56.9M Buy
3,838,599
+9,741
+0.3% +$142K ﹤0.01% 2131
2020
Q3 		$51.8M Sell
3,828,858
-16,618
-0.4% -$222K ﹤0.01% 2004
2020
Q2 		$49.7M Sell
3,845,476
-47,842
-1% -$578K ﹤0.01% 2017
2020
Q1 		$42.3M Sell
3,893,318
-8,055
-0.2% -$117K ﹤0.01% 1949
2019
Q4 		$61.4M Buy
3,901,373
+164,261
+4% +$2.48M ﹤0.01% 2004
2019
Q3 		$52.6M Buy
3,737,112
+154,877
+4% +$2.01M ﹤0.01% 2039
2019
Q2 		$44.5M Sell
3,582,235
-5,562
-0.2% -$74.9K ﹤0.01% 2168
2019
Q1 		$50.5M Buy
3,587,797
+167,816
+5% +$2.25M ﹤0.01% 2077
2018
Q4 		$40.5M Sell
3,419,981
-39,189
-1% -$531K ﹤0.01% 2132
2018
Q3 		$54.1M Buy
3,459,170
+361,864
+12% +$5.69M ﹤0.01% 2100
2018
Q2 		$47.5M Buy
3,097,306
+286,012
+10% +$4.03M ﹤0.01% 2157
2018
Q1 		$37.7M Sell
2,811,294
-852,914
-23% -$11.1M ﹤0.01% 2213
2017
Q4 		$54.6M Buy
3,664,208
+85,675
+2% +$1.3M ﹤0.01% 2020
2017
Q3 		$55.6M Buy
3,578,533
+231,241
+7% +$3.7M ﹤0.01% 1983
2017
Q2 		$57.1M Buy
3,347,292
+2,242,115
+203% +$37M ﹤0.01% 1958
2017
Q1 		$16.8M Buy
1,105,177
+25,032
+2% +$365K ﹤0.01% 2509
2016
Q4 		$16.3M Buy
1,080,145
+45,806
+4% +$587K ﹤0.01% 2519
2016
Q3 		$12.3M Buy
1,034,339
+92,031
+10% +$1.11M ﹤0.01% 2587
2016
Q2 		$10.6M Buy
942,308
+178,539
+23% +$1.8M ﹤0.01% 2618
2016
Q1 		$7.58M Buy
763,769
+22,797
+3% +$219K ﹤0.01% 2759
2015
Q4 		$7.5M Buy
740,972
+17,580
+2% +$173K ﹤0.01% 2795
2015
Q3 		$6.73M Buy
723,392
+156,104
+28% +$1.49M ﹤0.01% 2829
2015
Q2 		$5.56M Buy
567,288
+73,746
+15% +$738K ﹤0.01% 2962
2015
Q1 		$4.97M Buy
493,542
+22,062
+5% +$213K ﹤0.01% 3003
2014
Q4 		$4.5M Buy
471,480
+10,268
+2% +$98.9K ﹤0.01% 2953
2014
Q3 		$4.38M Buy
461,212
+11,219
+2% +$112K ﹤0.01% 2908
2014
Q2 		$4.51M Buy
449,993
+5,006
+1% +$49.4K ﹤0.01% 2888
2014
Q1 		$4.35M Buy
444,987
+26,071
+6% +$246K ﹤0.01% 2900
2013
Q4 		$3.95M Buy
418,916
+57,880
+16% +$564K ﹤0.01% 2917
2013
Q3 		$3.58M Buy
361,036
+25
+0% +$257 ﹤0.01% 2906
2013
Q2 		$3.71M Buy
+361,011
New +$3.88M ﹤0.01% 2825

Other funds holding UMH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Vanguard Group's UMH Position: Q4 2025 in Review

Vanguard Group increased its UMH Properties (UMH) stake by 1.8% in Q4 2025, buying an estimated $2.17M and bringing the position to 8,128,983 shares worth $129M. The position accounts for ﹤0.01% of the portfolio, ranked #1753.

Vanguard Group first reported a position in UMH in Q2 2013 and has held it in 51 quarters since. The position peaked at $142M in Q4 2024. 255 funds tracked by Wall St. Rank hold UMH as of Q4 2025.

  • Vanguard Group held 8,128,983 shares of UMH Properties worth $129M as of Q4 2025.
  • Vanguard Group bought 144,368 UMH Properties shares in Q4 2025, an estimated $2.17M.
  • UMH Properties made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #1753 holding.
  • Vanguard Group first reported a position in UMH Properties in Q2 2013 and has held it in 51 quarters since.
  • Vanguard Group's UMH Properties position peaked at $142M in Q4 2024.
  • 255 funds tracked by Wall St. Rank held UMH Properties as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.