William Blair Investment Management
UMH

William Blair Investment Management’s UMH Properties UMH Stock Holding History

William Blair Investment 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 		$10.2M Sell
672,085
-497,897
-43% -$7.62M 0.03% 311
2026
Q1 		$16.9M Buy
1,169,982
+36,916
+3% +$571K 0.06% 268
2025
Q4 		$18M Sell
1,133,066
-523,736
-32% -$7.86M 0.05% 287
2025
Q3 		$24.6M Sell
1,656,802
-100,346
-6% -$1.61M 0.06% 263
2025
Q2 		$29.5M Sell
1,757,148
-147,297
-8% -$2.52M 0.08% 214
2025
Q1 		$35.6M Sell
1,904,445
-87,975
-4% -$1.6M 0.1% 181
2024
Q4 		$37.6M Buy
1,992,420
+48,480
+2% +$925K 0.09% 192
2024
Q3 		$38.2M Sell
1,943,940
-59,809
-3% -$1.11M 0.09% 178
2024
Q2 		$32M Sell
2,003,749
-4,115
-0.2% -$64.1K 0.08% 209
2024
Q1 		$32.6M Buy
2,007,864
+10
+0% +$153 0.08% 230
2023
Q4 		$30.8M Sell
2,007,854
-43,720
-2% -$630K 0.09% 224
2023
Q3 		$28.8M Sell
2,051,574
-158,903
-7% -$2.44M 0.1% 226
2023
Q2 		$35.3M Buy
2,210,477
+39,895
+2% +$617K 0.11% 190
2023
Q1 		$32.1M Buy
2,170,582
+290,576
+15% +$4.77M 0.11% 207
2022
Q4 		$30.3M Sell
1,880,006
-72,577
-4% -$1.22M 0.12% 199
2022
Q3 		$31.5M Buy
1,952,583
+325,035
+20% +$6.1M 0.12% 176
2022
Q2 		$28.7M Sell
1,627,548
-37,077
-2% -$771K 0.11% 214
2022
Q1 		$40.9M Sell
1,664,625
-19,350
-1% -$465K 0.12% 181
2021
Q4 		$46M Sell
1,683,975
-141,709
-8% -$3.41M 0.12% 175
2021
Q3 		$41.8M Buy
1,825,684
+1,821,864
+47,693% +$42.5M 0.12% 202
2021
Q2 		$83K Buy
+3,820
New +$81.4K ﹤0.01% 414

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

William Blair Investment Management's UMH Position: Q2 2026 in Review

William Blair Investment Management reduced its UMH Properties (UMH) stake by 43% in Q2 2026, selling an estimated $7.62M and leaving 672,085 shares worth $10.2M. The position accounts for 0.03% of the portfolio, ranked #311.

William Blair Investment Management first reported a position in UMH in Q2 2021 and has held it in 21 quarters since. The position peaked at $46M in Q4 2021. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • William Blair Investment Management held 672,085 shares of UMH Properties worth $10.2M as of Q2 2026.
  • William Blair Investment Management sold 497,897 UMH Properties shares in Q2 2026, an estimated $7.62M.
  • UMH Properties made up 0.03% of William Blair Investment Management's portfolio in Q2 2026, its #311 holding.
  • William Blair Investment Management first reported a position in UMH Properties in Q2 2021 and has held it in 21 quarters since.
  • William Blair Investment Management's UMH Properties position peaked at $46M in Q4 2021.
  • 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on William Blair Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.