AF
UMH

Allworth Financial’s UMH Properties UMH Stock Holding History

Allworth Financial’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 		$45K Buy
2,970
+2,266
+322% +$34.7K ﹤0.01% 2586
2026
Q1 		$10.2K Sell
704
-56
-7% -$867 ﹤0.01% 3490
2025
Q4 		$12.1K Buy
760
+388
+104% +$5.83K ﹤0.01% 3141
2025
Q3 		$5.53K Buy
372
+2
+0.5% +$32 ﹤0.01% 3494
2025
Q2 		$6.21K Buy
370
+229
+162% +$3.92K ﹤0.01% 3147
2025
Q1 		$2.46K Buy
141
+19
+16% +$346 ﹤0.01% 3124
2024
Q4 		$2.19K Hold
122
– – ﹤0.01% 3125
2024
Q3 		$2.4K Hold
122
– – ﹤0.01% 2890
2024
Q2 		$2.13K Hold
122
– – ﹤0.01% 2896
2024
Q1 		$1.98K Hold
122
– – ﹤0.01% 2813
2023
Q4 		$1.87K Buy
122
+10
+9% +$144 ﹤0.01% 2703
2023
Q3 		$1.57K Buy
112
+74
+195% +$1.14K ﹤0.01% 2658
2023
Q2 		$608 Buy
38
+9
+31% +$139 ﹤0.01% 2852
2023
Q1 		$429 Buy
+29
New +$476 ﹤0.01% 2871
2022
Q4 		– Sell
-749
Closed -$12K – 3206
2022
Q3 		$12K Buy
+749
New +$14.1K ﹤0.01% 1579

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
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

Allworth Financial's UMH Position: Q2 2026 in Review

Allworth Financial increased its UMH Properties (UMH) stake by 322% in Q2 2026, buying an estimated $34.7K and bringing the position to 2,970 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #2586.

Allworth Financial first reported a position in UMH in Q3 2022 and has held it in 15 quarters since. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Allworth Financial held 2,970 shares of UMH Properties worth $45K as of Q2 2026.
  • Allworth Financial bought 2,266 UMH Properties shares in Q2 2026, an estimated $34.7K.
  • UMH Properties made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2586 holding.
  • Allworth Financial first reported a position in UMH Properties in Q3 2022 and has held it in 15 quarters since.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.