BTI
UMH

Blue Trust Inc’s UMH Properties UMH Stock Holding History

Blue Trust Inc’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 		$333 Hold
22
– – ﹤0.01% 2373
2026
Q1 		$317 Hold
22
– – ﹤0.01% 2385
2025
Q4 		$350 Hold
22
– – ﹤0.01% 2441
2025
Q3 		$327 Hold
22
– – ﹤0.01% 2473
2025
Q2 		$369 Hold
22
– – ﹤0.01% 2346
2025
Q1 		$411 Buy
+22
New +$401 ﹤0.01% 2376
2023
Q2 		– Sell
-22
Closed – – 2534
2023
Q1 		$0 Hold
22
– – ﹤0.01% 2647
2022
Q4 		$0 Hold
22
– – ﹤0.01% 2486
2022
Q3 		$0 Hold
22
– – ﹤0.01% 2333
2022
Q2 		$1K Buy
+22
New +$457 ﹤0.01% 1840

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Blue Trust Inc's UMH Position: Q2 2026 in Review

Blue Trust Inc held its UMH Properties (UMH) position steady in Q2 2026 at 22 shares worth $333. The position accounts for ﹤0.01% of the portfolio, ranked #2373.

Blue Trust Inc first reported a position in UMH in Q2 2022 and has held it in 10 quarters since. The position peaked at $1K in Q2 2022. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Blue Trust Inc held 22 shares of UMH Properties worth $333 as of Q2 2026.
  • Blue Trust Inc left its UMH Properties share count unchanged in Q2 2026.
  • UMH Properties made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2373 holding.
  • Blue Trust Inc first reported a position in UMH Properties in Q2 2022 and has held it in 10 quarters since.
  • Blue Trust Inc's UMH Properties position peaked at $1K in Q2 2022.
  • 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.