AA
UMH

ALPS Advisors’s UMH Properties UMH Stock Holding History

ALPS Advisors’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 		$250K Buy
16,517
+1,400
+9% +$21.4K ﹤0.01% 1127
2026
Q1 		$218K Buy
15,117
+1,385
+10% +$21.4K ﹤0.01% 1001
2025
Q4 		$218K Sell
13,732
-6,770
-33% -$102K ﹤0.01% 976
2025
Q3 		$304K Buy
20,502
+5,288
+35% +$84.7K ﹤0.01% 968
2025
Q2 		$255K Buy
15,214
+320
+2% +$5.48K ﹤0.01% 975
2025
Q1 		$279K Sell
14,894
-1,044
-7% -$19K ﹤0.01% 908
2024
Q4 		$301K Buy
15,938
+20
+0.1% +$381 ﹤0.01% 880
2024
Q3 		$313K Sell
15,918
-839
-5% -$15.6K ﹤0.01% 950
2024
Q2 		$268K Buy
16,757
+675
+4% +$10.5K ﹤0.01% 890
2024
Q1 		$261K Sell
16,082
-1,645
-9% -$25.2K ﹤0.01% 937
2023
Q4 		$272K Buy
17,727
+125
+0.7% +$1.8K ﹤0.01% 904
2023
Q3 		$247K Sell
17,602
-3,042
-15% -$46.8K ﹤0.01% 919
2023
Q2 		$330K Sell
20,644
-5,113
-20% -$79.1K ﹤0.01% 790
2023
Q1 		$381K Sell
25,757
-803
-3% -$13.2K ﹤0.01% 641
2022
Q4 		$428K Buy
+26,560
New +$447K ﹤0.01% 638

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

ALPS Advisors's UMH Position: Q2 2026 in Review

ALPS Advisors increased its UMH Properties (UMH) stake by 9.3% in Q2 2026, buying an estimated $21.4K and bringing the position to 16,517 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

ALPS Advisors first reported a position in UMH in Q4 2022 and has held it in 15 quarters since. The position peaked at $428K in Q4 2022. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • ALPS Advisors held 16,517 shares of UMH Properties worth $250K as of Q2 2026.
  • ALPS Advisors bought 1,400 UMH Properties shares in Q2 2026, an estimated $21.4K.
  • UMH Properties made up ﹤0.01% of ALPS Advisors's portfolio in Q2 2026, its #1127 holding.
  • ALPS Advisors first reported a position in UMH Properties in Q4 2022 and has held it in 15 quarters since.
  • ALPS Advisors's UMH Properties position peaked at $428K in Q4 2022.
  • 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.