BFS
UMH

Bare Financial Services’s UMH Properties UMH Stock Holding History

Bare Financial 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
2026
Q2 		$4.41K Buy
291
+182
+167% +$2.79K ﹤0.01% 901
2026
Q1 		$1.57K Sell
109
-32
-23% -$495 ﹤0.01% 1065
2025
Q4 		$2.24K Buy
141
+77
+120% +$1.16K ﹤0.01% 827
2025
Q3 		$950 Buy
+64
New +$1.02K ﹤0.01% 1038

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bare Financial Services's UMH Position: Q2 2026 in Review

Bare Financial Services increased its UMH Properties (UMH) stake by 167% in Q2 2026, buying an estimated $2.79K and bringing the position to 291 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Bare Financial Services first reported a position in UMH in Q3 2025 and has held it in 4 quarters since. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Bare Financial Services held 291 shares of UMH Properties worth $4.41K as of Q2 2026.
  • Bare Financial Services bought 182 UMH Properties shares in Q2 2026, an estimated $2.79K.
  • UMH Properties made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #901 holding.
  • Bare Financial Services first reported a position in UMH Properties in Q3 2025 and has held it in 4 quarters since.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.