Avion Wealth’s UMH Properties UMH Stock Holding History

Avion Wealth’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 Q3	$4K	Buy	+300	New	+$4.73K	﹤0.01%	872

Other funds holding UMH

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cherokee Insurance Sterling Heights, Michigan $264M AUM 34.94% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Avion Wealth's UMH Position: Q3 2026 in Review

Avion Wealth opened a new position in UMH Properties (UMH) in Q3 2026: 300 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #872 among its holdings.

154 funds tracked by Wall St. Rank hold UMH as of Q3 2026.

Avion Wealth held 300 shares of UMH Properties worth $4K as of Q3 2026.
UMH Properties was a new Avion Wealth position in Q3 2026.
UMH Properties made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #872 holding.
154 funds tracked by Wall St. Rank held UMH Properties as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.