Cetera Investment Advisers
UMH

Cetera Investment Advisers’s UMH Properties UMH Stock Holding History

Cetera Investment Advisers’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 		– Sell
-18,051
Closed -$260K – 5162
2026
Q1 		$260K Sell
18,051
-484
-3% -$7.49K ﹤0.01% 4104
2025
Q4 		$295K Sell
18,535
-4,752
-20% -$71.4K ﹤0.01% 3916
2025
Q3 		$346K Buy
+23,287
New +$373K ﹤0.01% 3717

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cetera Investment Advisers's UMH Position: Q2 2026 in Review

Cetera Investment Advisers sold out of UMH Properties (UMH) in Q2 2026, closing a stake of 18,051 shares — an estimated $260K sold.

Cetera Investment Advisers first reported a position in UMH in Q3 2025 and held it in 3 quarters. The position peaked at $346K in Q3 2025. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Cetera Investment Advisers reported no remaining UMH Properties position as of Q2 2026 after selling out during the quarter.
  • Cetera Investment Advisers sold 18,051 UMH Properties shares in Q2 2026, an estimated $260K.
  • Cetera Investment Advisers first reported a position in UMH Properties in Q3 2025 and held it in 3 quarters.
  • Cetera Investment Advisers's UMH Properties position peaked at $346K in Q3 2025.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.