AlphaCore Capital’s UMH Properties UMH Stock Holding History

AlphaCore Capital’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	–	Sell	-5,815	Closed	-$83.9K	–	1554
2026 Q1	$83.9K	Buy	5,815 +112	+2%	+$1.73K	﹤0.01%	956
2025 Q4	$90.7K	Buy	5,703 +260	+5%	+$3.9K	﹤0.01%	1103
2025 Q3	$80.8K	Buy	5,443 +76	+1%	+$1.22K	﹤0.01%	827
2025 Q2	$90.1K	Buy	+5,367	New	+$91.8K	﹤0.01%	720

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

AlphaCore Capital's UMH Position: Q2 2026 in Review

AlphaCore Capital sold out of UMH Properties (UMH) in Q2 2026, closing a stake of 5,815 shares — an estimated $83.9K sold.

AlphaCore Capital first reported a position in UMH in Q2 2025 and held it in 4 quarters. The position peaked at $90.7K in Q4 2025. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

AlphaCore Capital reported no remaining UMH Properties position as of Q2 2026 after selling out during the quarter.
AlphaCore Capital sold 5,815 UMH Properties shares in Q2 2026, an estimated $83.9K.
AlphaCore Capital first reported a position in UMH Properties in Q2 2025 and held it in 4 quarters.
AlphaCore Capital's UMH Properties position peaked at $90.7K in Q4 2025.
258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.