Carson Wealth (CWM LLC)
UMH

Carson Wealth (CWM LLC)’s UMH Properties UMH Stock Holding History

Carson Wealth (CWM 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
Q1 		$202K Buy
13,997
+960
+7% +$14.9K ﹤0.01% 2739
2025
Q4 		$207K Buy
13,037
+11,882
+1,029% +$178K ﹤0.01% 2548
2025
Q3 		$17K Buy
1,155
+550
+91% +$8.8K ﹤0.01% 4232
2025
Q2 		$10K Sell
605
-59
-9% -$1.01K ﹤0.01% 4317
2025
Q1 		$12K Sell
664
-249
-27% -$4.53K ﹤0.01% 4024
2024
Q4 		$17K Buy
913
+311
+52% +$5.93K ﹤0.01% 3558
2024
Q3 		$12K Buy
602
+147
+32% +$2.73K ﹤0.01% 3704
2024
Q2 		$7K Buy
455
+159
+54% +$2.48K ﹤0.01% 3739
2024
Q1 		$5K Sell
296
-58
-16% -$888 ﹤0.01% 3703
2023
Q4 		$5K Hold
354
– – ﹤0.01% 3552
2023
Q3 		$5K Sell
354
-449
-56% -$6.9K ﹤0.01% 3504
2023
Q2 		$13K Buy
803
+768
+2,194% +$11.9K ﹤0.01% 2945
2023
Q1 		$1K Buy
35
+33
+1,650% +$542 ﹤0.01% 3946
2022
Q4 		$0 Sell
2
-15
-88% -$252 ﹤0.01% 4263
2022
Q3 		$0 Hold
17
– – ﹤0.01% 4195
2022
Q2 		$0 Sell
17
-294
-95% -$6.11K ﹤0.01% 4109
2022
Q1 		$8K Buy
311
+301
+3,010% +$7.23K ﹤0.01% 2647
2021
Q4 		$0 Buy
+10
New +$241 ﹤0.01% 3654
2021
Q2 		$0 Hold
2
– – ﹤0.01% 3011
2021
Q1 		$0 Hold
2
– – ﹤0.01% 3010
2020
Q4 		$0 Hold
2
– – ﹤0.01% 3008
2020
Q3 		$0 Hold
2
– – ﹤0.01% 3007
2020
Q2 		$0 Hold
2
– – ﹤0.01% 3006
2020
Q1 		$0 Hold
2
– – ﹤0.01% 3005
2019
Q4 		$0 Hold
2
– – ﹤0.01% 3003
2019
Q3 		$0 Hold
2
– – ﹤0.01% 3003
2019
Q2 		$0 Hold
2
– – ﹤0.01% 3002
2019
Q1 		$0 Buy
+2
New +$27 ﹤0.01% 3282

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UMH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its UMH Properties (UMH) stake by 7.4% in Q1 2026, buying an estimated $14.9K and bringing the position to 13,997 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #2739.

Carson Wealth (CWM LLC) first reported a position in UMH in Q1 2019 and has held it in 28 quarters since. The position peaked at $207K in Q4 2025. 269 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,997 shares of UMH Properties worth $202K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 960 UMH Properties shares in Q1 2026, an estimated $14.9K.
  • UMH Properties made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2739 holding.
  • Carson Wealth (CWM LLC) first reported a position in UMH Properties in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s UMH Properties position peaked at $207K in Q4 2025.
  • 269 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.