Concurrent Investment Advisors’s UMH Properties UMH Stock Holding History

Concurrent Investment 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	$329K	Sell	21,738 -186	-0.8%	-$2.85K	﹤0.01%	1640
2026 Q1	$316K	Sell	21,924 -20	-0.1%	-$310	﹤0.01%	1468
2025 Q4	$349K	Sell	21,944 -5,756	-21%	-$86.4K	﹤0.01%	1309
2025 Q3	$411K	Sell	27,700 -1,827	-6%	-$29.2K	0.01%	1003
2025 Q2	$496K	Buy	29,527 +514	+2%	+$8.8K	0.01%	849
2025 Q1	$543K	Sell	29,013 -1,152	-4%	-$21K	0.01%	728
2024 Q4	$570K	Sell	30,165 -1,025	-3%	-$19.5K	0.02%	639
2024 Q3	$614K	Buy	+31,190	New	+$580K	0.02%	577

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

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

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

Concurrent Investment Advisors's UMH Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its UMH Properties (UMH) stake by 0.85% in Q2 2026, selling an estimated $2.85K and leaving 21,738 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #1640.

Concurrent Investment Advisors first reported a position in UMH in Q3 2024 and has held it in 8 quarters since. The position peaked at $614K in Q3 2024. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Concurrent Investment Advisors held 21,738 shares of UMH Properties worth $329K as of Q2 2026.
Concurrent Investment Advisors sold 186 UMH Properties shares in Q2 2026, an estimated $2.85K.
UMH Properties made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1640 holding.
Concurrent Investment Advisors first reported a position in UMH Properties in Q3 2024 and has held it in 8 quarters since.
Concurrent Investment Advisors's UMH Properties position peaked at $614K in Q3 2024.
239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.