BWM
UMH

BCO Wealth Management’s UMH Properties UMH Stock Holding History

BCO Wealth Management’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 		$302K Hold
19,954
– – 0.16% 34
2026
Q1 		$288K Hold
19,954
– – 0.17% 30
2025
Q4 		$317K Hold
19,954
– – 0.19% 27
2025
Q3 		$296K Hold
19,954
– – 0.2% 28
2025
Q2 		$335K Hold
19,954
– – 0.24% 25
2025
Q1 		$373K Hold
19,954
– – 0.29% 20
2024
Q4 		$377K Buy
+19,954
New +$381K 0.31% 22

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

BCO Wealth Management's UMH Position: Q2 2026 in Review

BCO Wealth Management held its UMH Properties (UMH) position steady in Q2 2026 at 19,954 shares worth $302K. The position accounts for 0.16% of the portfolio, ranked #34.

BCO Wealth Management first reported a position in UMH in Q4 2024 and has held it in 7 quarters since. The position peaked at $377K in Q4 2024. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • BCO Wealth Management held 19,954 shares of UMH Properties worth $302K as of Q2 2026.
  • BCO Wealth Management left its UMH Properties share count unchanged in Q2 2026.
  • UMH Properties made up 0.16% of BCO Wealth Management's portfolio in Q2 2026, its #34 holding.
  • BCO Wealth Management first reported a position in UMH Properties in Q4 2024 and has held it in 7 quarters since.
  • BCO Wealth Management's UMH Properties position peaked at $377K in Q4 2024.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on BCO Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.