AAS
UMH

Avantax Advisory Services’s UMH Properties UMH Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$441K Sell
26,261
-2
-0% -$34 ﹤0.01% 1660
2025
Q1 		$491K Buy
26,263
+671
+3% +$12.2K ﹤0.01% 1512
2024
Q4 		$483K Sell
25,592
-602
-2% -$11.5K ﹤0.01% 1469
2024
Q3 		$515K Buy
26,194
+925
+4% +$17.2K ﹤0.01% 1388
2024
Q2 		$404K Buy
+25,269
New +$393K ﹤0.01% 1502

Other funds holding UMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Avantax Advisory Services's UMH Position: Q2 2025 in Review

Avantax Advisory Services reduced its UMH Properties (UMH) stake by 0.01% in Q2 2025, selling an estimated $34 and leaving 26,261 shares worth $441K. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

Avantax Advisory Services first reported a position in UMH in Q2 2024 and has held it in 5 quarters since. The position peaked at $515K in Q3 2024. 234 funds tracked by Wall St. Rank hold UMH as of Q2 2025.

  • Avantax Advisory Services held 26,261 shares of UMH Properties worth $441K as of Q2 2025.
  • Avantax Advisory Services sold 2 UMH Properties shares in Q2 2025, an estimated $34.
  • UMH Properties made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1660 holding.
  • Avantax Advisory Services first reported a position in UMH Properties in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's UMH Properties position peaked at $515K in Q3 2024.
  • 234 funds tracked by Wall St. Rank held UMH Properties as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.