BFSG LLC’s UMH Properties UMH Stock Holding History

BFSG LLC’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	$239K	Buy	15,755 +35	+0.2%	+$536	0.02%	272
2026 Q1	$227K	Buy	15,720 +115	+0.7%	+$1.78K	0.02%	258
2025 Q4	$248K	Buy	15,605 +1,290	+9%	+$19.4K	0.02%	245
2025 Q3	$213K	Buy	14,315 +2,500	+21%	+$40K	0.02%	266
2025 Q2	$198K	Hold	11,815	–	–	0.02%	255
2025 Q1	$221K	Hold	11,815	–	–	0.03%	228
2024 Q4	$223K	Sell	11,815 -900	-7%	-$17.2K	0.03%	228
2024 Q3	$250K	Sell	12,715 -45	-0.4%	-$837	0.03%	228
2024 Q2	$204K	Hold	12,760	–	–	0.03%	234
2024 Q1	$207K	Hold	12,760	–	–	0.03%	233
2023 Q4	$195K	Buy	12,760 +2,020	+19%	+$29.1K	0.03%	239
2023 Q3	$151K	Buy	+10,740	New	+$165K	0.02%	235

Other funds holding UMH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

BFSG LLC's UMH Position: Q2 2026 in Review

BFSG LLC increased its UMH Properties (UMH) stake by 0.22% in Q2 2026, buying an estimated $536 and bringing the position to 15,755 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #272.

BFSG LLC first reported a position in UMH in Q3 2023 and has held it in 12 quarters since. The position peaked at $250K in Q3 2024. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

BFSG LLC held 15,755 shares of UMH Properties worth $239K as of Q2 2026.
BFSG LLC bought 35 UMH Properties shares in Q2 2026, an estimated $536.
UMH Properties made up 0.02% of BFSG LLC's portfolio in Q2 2026, its #272 holding.
BFSG LLC first reported a position in UMH Properties in Q3 2023 and has held it in 12 quarters since.
BFSG LLC's UMH Properties position peaked at $250K in Q3 2024.
258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.