CAL
UMH

Capital Analysts LLC’s UMH Properties UMH Stock Holding History

Capital Analysts 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 		$2K Sell
120
-63
-34% -$964 ﹤0.01% 1486
2026
Q1 		$3K Sell
183
-58
-24% -$898 ﹤0.01% 1437
2025
Q4 		$4K Buy
+241
New +$3.62K ﹤0.01% 1373

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

Capital Analysts LLC's UMH Position: Q2 2026 in Review

Capital Analysts LLC reduced its UMH Properties (UMH) stake by 34% in Q2 2026, selling an estimated $964 and leaving 120 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

Capital Analysts LLC first reported a position in UMH in Q4 2025 and has held it in 3 quarters since. The position peaked at $4K in Q4 2025. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Capital Analysts LLC held 120 shares of UMH Properties worth $2K as of Q2 2026.
  • Capital Analysts LLC sold 63 UMH Properties shares in Q2 2026, an estimated $964.
  • UMH Properties made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1486 holding.
  • Capital Analysts LLC first reported a position in UMH Properties in Q4 2025 and has held it in 3 quarters since.
  • Capital Analysts LLC's UMH Properties position peaked at $4K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.