Cherokee Insurance’s UMH Properties UMH Stock Holding History

Cherokee Insurance’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	$6.29M	Buy	415,162 +6,158	+2%	+$94.2K	2.43%	10
2026 Q1	$5.9M	Buy	409,004 +13,280	+3%	+$206K	2.24%	14
2025 Q4	$6.3M	Buy	395,724 +5,729	+1%	+$86K	2.55%	10
2025 Q3	$5.79M	Buy	389,995 +10,857	+3%	+$174K	2.48%	9
2025 Q2	$6.37M	Buy	379,138 +5,160	+1%	+$88.3K	2.78%	10
2025 Q1	$6.99M	Buy	373,978 +4,587	+1%	+$83.5K	3.09%	7
2024 Q4	$6.97M	Buy	+369,391	New	+$7.04M	3.16%	7

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

Cherokee Insurance's UMH Position: Q2 2026 in Review

Cherokee Insurance increased its UMH Properties (UMH) stake by 1.5% in Q2 2026, buying an estimated $94.2K and bringing the position to 415,162 shares worth $6.29M. The position accounts for 2.43% of the portfolio, ranked #10.

Cherokee Insurance first reported a position in UMH in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.99M in Q1 2025. 259 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Cherokee Insurance held 415,162 shares of UMH Properties worth $6.29M as of Q2 2026.
Cherokee Insurance bought 6,158 UMH Properties shares in Q2 2026, an estimated $94.2K.
UMH Properties made up 2.43% of Cherokee Insurance's portfolio in Q2 2026, its #10 holding.
Cherokee Insurance first reported a position in UMH Properties in Q4 2024 and has held it in 7 quarters since.
Cherokee Insurance's UMH Properties position peaked at $6.99M in Q1 2025.
259 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Cherokee Insurance's 13F filing for Q2 2026, filed 3 Aug 2026.