Bogart Wealth LLC’s UMH Properties UMH Stock Holding History

Bogart Wealth 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	$136	Hold	9	–	–	﹤0.01%	1923
2026 Q1	$130	Buy	+9	New	+$139	﹤0.01%	1727

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

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

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

Bogart Wealth LLC's UMH Position: Q2 2026 in Review

Bogart Wealth LLC held its UMH Properties (UMH) position steady in Q2 2026 at 9 shares worth $136. The position accounts for ﹤0.01% of the portfolio, ranked #1923.

Bogart Wealth LLC first reported a position in UMH in Q1 2026 and has held it in 2 quarters since. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Bogart Wealth LLC held 9 shares of UMH Properties worth $136 as of Q2 2026.
Bogart Wealth LLC left its UMH Properties share count unchanged in Q2 2026.
UMH Properties made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1923 holding.
Bogart Wealth LLC first reported a position in UMH Properties in Q1 2026 and has held it in 2 quarters since.
239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.