Vanguard Portfolio Management
UMH

Vanguard Portfolio Management’s UMH Properties UMH Stock Holding History

Vanguard Portfolio Management’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 		$64M Buy
4,225,497
+144,092
+4% +$2.21M ﹤0.01% 1646
2026
Q1 		$58.9M Buy
+4,081,405
New +$63.2M ﹤0.01% 1619

Other funds holding UMH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management's UMH Position: Q2 2026 in Review

Vanguard Portfolio Management increased its UMH Properties (UMH) stake by 3.5% in Q2 2026, buying an estimated $2.21M and bringing the position to 4,225,497 shares worth $64M. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

Vanguard Portfolio Management first reported a position in UMH in Q1 2026 and has held it in 2 quarters since. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Vanguard Portfolio Management held 4,225,497 shares of UMH Properties worth $64M as of Q2 2026.
  • Vanguard Portfolio Management bought 144,092 UMH Properties shares in Q2 2026, an estimated $2.21M.
  • UMH Properties made up ﹤0.01% of Vanguard Portfolio Management's portfolio in Q2 2026, its #1646 holding.
  • Vanguard Portfolio Management first reported a position in UMH Properties in Q1 2026 and has held it in 2 quarters since.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Vanguard Portfolio Management's 13F filing for Q2 2026, filed 13 Aug 2026.