CAPTRUST Financial Advisors
UMH

CAPTRUST Financial Advisors’s UMH Properties UMH Stock Holding History

CAPTRUST Financial Advisors’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 Buy
19,917
+8,088
+68% +$124K ﹤0.01% 2594
2026
Q1 		$171K Buy
11,829
+578
+5% +$8.95K ﹤0.01% 2724
2025
Q4 		$179K Buy
+11,251
New +$169K ﹤0.01% 2542

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

CAPTRUST Financial Advisors's UMH Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its UMH Properties (UMH) stake by 68% in Q2 2026, buying an estimated $124K and bringing the position to 19,917 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #2594.

CAPTRUST Financial Advisors first reported a position in UMH in Q4 2025 and has held it in 3 quarters since. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • CAPTRUST Financial Advisors held 19,917 shares of UMH Properties worth $302K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 8,088 UMH Properties shares in Q2 2026, an estimated $124K.
  • UMH Properties made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2594 holding.
  • CAPTRUST Financial Advisors first reported a position in UMH Properties in Q4 2025 and has held it in 3 quarters since.
  • 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.