Versant Capital Management’s UMH Properties UMH Stock Holding History

Versant Capital 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	$30.6K	Sell	2,020 -227	-10%	-$3.47K	﹤0.01%	1708
2026 Q1	$32.4K	Sell	2,247 -1,976	-47%	-$30.6K	﹤0.01%	1515
2025 Q4	$67.2K	Buy	4,223 +3,728	+753%	+$56K	0.01%	940
2025 Q3	$7.35K	Buy	495 +198	+67%	+$3.17K	﹤0.01%	2060
2025 Q2	$4.99K	Sell	297 -391	-57%	-$6.69K	﹤0.01%	2153
2025 Q1	$12.9K	Buy	688 +418	+155%	+$7.61K	﹤0.01%	1589
2024 Q4	$5.1K	Buy	+270	New	+$5.15K	﹤0.01%	1754
2022 Q4	–	Sell	-14	Closed	–	–	1695
2022 Q3	$0	Buy	+14	New	+$263	﹤0.01%	1673

Other funds holding UMH

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Versant Capital Management's UMH Position: Q2 2026 in Review

Versant Capital Management reduced its UMH Properties (UMH) stake by 10% in Q2 2026, selling an estimated $3.47K and leaving 2,020 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

Versant Capital Management first reported a position in UMH in Q3 2022 and has held it in 8 quarters since. The position peaked at $67.2K in Q4 2025. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Versant Capital Management held 2,020 shares of UMH Properties worth $30.6K as of Q2 2026.
Versant Capital Management sold 227 UMH Properties shares in Q2 2026, an estimated $3.47K.
UMH Properties made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #1708 holding.
Versant Capital Management first reported a position in UMH Properties in Q3 2022 and has held it in 8 quarters since.
Versant Capital Management's UMH Properties position peaked at $67.2K in Q4 2025.
258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.