Carnegie Lake Advisors’s UMH Properties UMH Stock Holding History

Carnegie Lake 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	$425K	Sell	28,059 -2,987	-10%	-$45.7K	0.16%	118
2026 Q1	$448K	Sell	31,046 -1,000	-3%	-$15.5K	0.18%	111
2025 Q4	$510K	Hold	32,046	–	–	0.19%	106
2025 Q3	$476K	Buy	32,046 +2,100	+7%	+$33.6K	0.18%	111
2025 Q2	$503K	Hold	29,946	–	–	0.2%	106
2025 Q1	$560K	Hold	29,946	–	–	0.23%	95
2024 Q4	$565K	Hold	29,946	–	–	0.23%	94
2024 Q3	$589K	Buy	+29,946	New	+$557K	0.23%	93

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

Carnegie Lake Advisors's UMH Position: Q2 2026 in Review

Carnegie Lake Advisors reduced its UMH Properties (UMH) stake by 9.6% in Q2 2026, selling an estimated $45.7K and leaving 28,059 shares worth $425K. The position accounts for 0.16% of the portfolio, ranked #118.

Carnegie Lake Advisors first reported a position in UMH in Q3 2024 and has held it in 8 quarters since. The position peaked at $589K in Q3 2024. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Carnegie Lake Advisors held 28,059 shares of UMH Properties worth $425K as of Q2 2026.
Carnegie Lake Advisors sold 2,987 UMH Properties shares in Q2 2026, an estimated $45.7K.
UMH Properties made up 0.16% of Carnegie Lake Advisors's portfolio in Q2 2026, its #118 holding.
Carnegie Lake Advisors first reported a position in UMH Properties in Q3 2024 and has held it in 8 quarters since.
Carnegie Lake Advisors's UMH Properties position peaked at $589K in Q3 2024.
258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Carnegie Lake Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.