AssetMark Inc
UMH

AssetMark Inc’s UMH Properties UMH Stock Holding History

AssetMark Inc’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 		$2.75K Sell
182
-1
-0.5% -$15 ﹤0.01% 2880
2026
Q1 		$2.64K Buy
183
+1
+0.5% +$15 ﹤0.01% 2775
2025
Q4 		$2.9K Sell
182
-97
-35% -$1.46K ﹤0.01% 2659
2025
Q3 		$4.14K Buy
279
+26
+10% +$416 ﹤0.01% 2408
2025
Q2 		$4.25K Buy
+253
New +$4.33K ﹤0.01% 2180
2024
Q1 		– Sell
-17
Closed -$260 – 2124
2023
Q4 		$260 Buy
+17
New +$245 ﹤0.01% 1735

Other funds holding UMH

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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
CI
Cherokee Insurance Sterling Heights, Michigan $259M AUM 39.68% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
MA
Montag & Associates Atlanta, Georgia $2.37B AUM 28.86% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

AssetMark Inc's UMH Position: Q2 2026 in Review

AssetMark Inc reduced its UMH Properties (UMH) stake by 0.55% in Q2 2026, selling an estimated $15 and leaving 182 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #2880.

AssetMark Inc first reported a position in UMH in Q4 2023 and has held it in 6 quarters since. The position peaked at $4.25K in Q2 2025. 91 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • AssetMark Inc held 182 shares of UMH Properties worth $2.75K as of Q2 2026.
  • AssetMark Inc sold 1 UMH Properties share in Q2 2026, an estimated $15.
  • UMH Properties made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2880 holding.
  • AssetMark Inc first reported a position in UMH Properties in Q4 2023 and has held it in 6 quarters since.
  • AssetMark Inc's UMH Properties position peaked at $4.25K in Q2 2025.
  • 91 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.