WCM
UMH

Wedge Capital Management’s UMH Properties UMH Stock Holding History

Wedge 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 		$2.42M Sell
159,678
-7,732
-5% -$118K 0.04% 305
2026
Q1 		$2.42M Buy
167,410
+13,074
+8% +$202K 0.04% 302
2025
Q4 		$2.46M Buy
+154,336
New +$2.32M 0.04% 317

Other funds holding UMH

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $136M AUM 32.68% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CLA
Carnegie Lake Advisors Princeton, New Jersey $268M AUM 22.32% 1-Year Est. Return

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

Wedge Capital Management reduced its UMH Properties (UMH) stake by 4.6% in Q2 2026, selling an estimated $118K and leaving 159,678 shares worth $2.42M. The position accounts for 0.04% of the portfolio, ranked #305.

Wedge Capital Management first reported a position in UMH in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.46M in Q4 2025. 43 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Wedge Capital Management held 159,678 shares of UMH Properties worth $2.42M as of Q2 2026.
  • Wedge Capital Management sold 7,732 UMH Properties shares in Q2 2026, an estimated $118K.
  • UMH Properties made up 0.04% of Wedge Capital Management's portfolio in Q2 2026, its #305 holding.
  • Wedge Capital Management first reported a position in UMH Properties in Q4 2025 and has held it in 3 quarters since.
  • Wedge Capital Management's UMH Properties position peaked at $2.46M in Q4 2025.
  • 43 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.