Advisory Services Network’s UMH Properties UMH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$15.9K Buy
+1,104
New +$17.1K ﹤0.01% 3318
2025
Q4
Sell
-507
Closed -$7.53K 4116
2025
Q3
$7.53K Buy
+507
New +$8.12K ﹤0.01% 3386
2024
Q1
Sell
-857
Closed -$13.1K 3538
2023
Q4
$13.1K Buy
+857
New +$12.3K ﹤0.01% 2737
2023
Q2
Sell
-4,654
Closed -$68.8K 3539
2023
Q1
$68.8K Buy
4,654
+316
+7% +$5.19K ﹤0.01% 1845
2022
Q4
$69.8K Buy
+4,338
New +$73K ﹤0.01% 1798
2021
Q3
Sell
-3,796
Closed -$83K 3119
2021
Q2
$83K Buy
+3,796
New +$80.9K ﹤0.01% 1724

Other funds holding UMH

Advisory Services Network's UMH Position: Q1 2026 in Review

Advisory Services Network opened a new position in UMH Properties (UMH) in Q1 2026: 1,104 shares worth $15.9K. The stake represents ﹤0.01% of the portfolio and ranks #3318 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in UMH as recently as Q3 2025.

Advisory Services Network first reported a position in UMH in Q2 2021 and has held it in 6 quarters since. The position peaked at $83K in Q2 2021. 268 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

  • Advisory Services Network held 1,104 shares of UMH Properties worth $15.9K as of Q1 2026.
  • UMH Properties was a new Advisory Services Network position in Q1 2026.
  • UMH Properties made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3318 holding.
  • Advisory Services Network first reported a position in UMH Properties in Q2 2021 and has held it in 6 quarters since.
  • Advisory Services Network's UMH Properties position peaked at $83K in Q2 2021.
  • 268 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.