CA
UMH

Clearstead Advisors’s UMH Properties UMH Stock Holding History

Clearstead 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 		$2.2K Buy
+145
New +$2.22K ﹤0.01% 2452
2026
Q1 		– Sell
-11
Closed -$176 – 2825
2025
Q4 		$176 Buy
+11
New +$165 ﹤0.01% 2441

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Clearstead Advisors's UMH Position: Q2 2026 in Review

Clearstead Advisors opened a new position in UMH Properties (UMH) in Q2 2026: 145 shares worth $2.2K. The stake represents ﹤0.01% of the portfolio and ranks #2452 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in UMH as recently as Q4 2025.

Clearstead Advisors first reported a position in UMH in Q4 2025 and has held it in 2 quarters since. 260 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Clearstead Advisors held 145 shares of UMH Properties worth $2.2K as of Q2 2026.
  • UMH Properties was a new Clearstead Advisors position in Q2 2026.
  • UMH Properties made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2452 holding.
  • Clearstead Advisors first reported a position in UMH Properties in Q4 2025 and has held it in 2 quarters since.
  • 260 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.