AAP
UMH

Arax Advisory Partners’s UMH Properties UMH Stock Holding History

Arax Advisory Partners’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 		$127K Buy
8,397
+6,805
+427% +$104K ﹤0.01% 2558
2026
Q1 		$23K Sell
1,592
-240
-13% -$3.71K ﹤0.01% 2044
2025
Q4 		$29.1K Sell
1,832
-2,087
-53% -$31.3K ﹤0.01% 1913
2025
Q3 		$58.2K Buy
3,919
+1,645
+72% +$26.3K ﹤0.01% 1756
2025
Q2 		$38.2K Buy
2,274
+135
+6% +$2.31K ﹤0.01% 1363
2025
Q1 		$40K Sell
2,139
-416
-16% -$7.57K ﹤0.01% 1037
2024
Q4 		$48.2K Buy
2,555
+112
+5% +$2.14K ﹤0.01% 918
2024
Q3 		$48.1K Buy
2,443
+15
+0.6% +$279 ﹤0.01% 737
2024
Q2 		$38.8K Buy
2,428
+230
+10% +$3.58K ﹤0.01% 743
2024
Q1 		$35.7K Buy
2,198
+40
+2% +$612 ﹤0.01% 560
2023
Q4 		$33.1K Buy
2,158
+1,711
+383% +$24.7K ﹤0.01% 556
2023
Q3 		$6.27K Buy
447
+35
+8% +$538 ﹤0.01% 830
2023
Q2 		$6.59K Buy
412
+159
+63% +$2.46K ﹤0.01% 801
2023
Q1 		$3.74K Sell
253
-18
-7% -$296 ﹤0.01% 909
2022
Q4 		$4.36K Sell
271
-35
-11% -$589 ﹤0.01% 829
2022
Q3 		$5K Buy
+306
New +$5.75K ﹤0.01% 826
2022
Q2 		– Sell
-305
Closed -$7K – 1244
2022
Q1 		$7K Sell
305
-44
-13% -$1.06K ﹤0.01% 718
2021
Q4 		$10K Buy
349
+41
+13% +$988 ﹤0.01% 668
2021
Q3 		$7K Buy
308
+2
+0.7% +$47 ﹤0.01% 721
2021
Q2 		$7K Buy
+306
New +$6.52K ﹤0.01% 726

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

Arax Advisory Partners's UMH Position: Q2 2026 in Review

Arax Advisory Partners increased its UMH Properties (UMH) stake by 427% in Q2 2026, buying an estimated $104K and bringing the position to 8,397 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #2558.

Arax Advisory Partners first reported a position in UMH in Q2 2021 and has held it in 20 quarters since. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Arax Advisory Partners held 8,397 shares of UMH Properties worth $127K as of Q2 2026.
  • Arax Advisory Partners bought 6,805 UMH Properties shares in Q2 2026, an estimated $104K.
  • UMH Properties made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2558 holding.
  • Arax Advisory Partners first reported a position in UMH Properties in Q2 2021 and has held it in 20 quarters since.
  • 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.