Cerity Partners’s UMH Properties UMH Stock Holding History

Cerity Partners’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	$283K	Buy	18,700 +29	+0.2%	+$444	﹤0.01%	2837
2026 Q1	$269K	Buy	18,671 +958	+5%	+$14.8K	﹤0.01%	2685
2025 Q4	$282K	Buy	17,713 +5,557	+46%	+$83.4K	﹤0.01%	2447
2025 Q3	$181K	Sell	12,156 -372	-3%	-$5.96K	﹤0.01%	2527
2025 Q2	$210K	Sell	12,528 -324	-3%	-$5.54K	﹤0.01%	2329
2025 Q1	$240K	Sell	12,852 -9,586	-43%	-$175K	﹤0.01%	2128
2024 Q4	$441K	Sell	22,438 -17,170	-43%	-$327K	﹤0.01%	1836
2024 Q3	$779K	Sell	39,608 -153,583	-79%	-$2.86M	﹤0.01%	1528
2024 Q2	$3.09M	Sell	193,191 -249,595	-56%	-$3.89M	0.01%	749
2024 Q1	$7.19M	Buy	442,786 +251,552	+132%	+$3.85M	0.02%	546
2023 Q4	$2.93M	Buy	+191,234	New	+$2.76M	0.01%	663
2023 Q3	–	Sell	-191,338	Closed	-$3.06M	–	1706
2023 Q2	$3.06M	Sell	191,338 -2,370	-1%	-$36.7K	0.01%	620
2023 Q1	$2.86M	Buy	193,708 +181,700	+1,513%	+$2.98M	0.01%	609
2022 Q4	$193K	Buy	+12,008	New	+$202K	﹤0.01%	1349

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

Cerity Partners's UMH Position: Q2 2026 in Review

Cerity Partners increased its UMH Properties (UMH) stake by 0.16% in Q2 2026, buying an estimated $444 and bringing the position to 18,700 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #2837.

Cerity Partners first reported a position in UMH in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.19M in Q1 2024. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Cerity Partners held 18,700 shares of UMH Properties worth $283K as of Q2 2026.
Cerity Partners bought 29 UMH Properties shares in Q2 2026, an estimated $444.
UMH Properties made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2837 holding.
Cerity Partners first reported a position in UMH Properties in Q4 2022 and has held it in 14 quarters since.
Cerity Partners's UMH Properties position peaked at $7.19M in Q1 2024.
258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.