Corient Private Wealth
UMH

Corient Private Wealth’s UMH Properties UMH Stock Holding History

Corient Private Wealth’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 		$163K Buy
+10,795
New +$165K ﹤0.01% 2855
2023
Q2 		– Sell
-10,242
Closed -$151K – 2174
2023
Q1 		$151K Buy
+10,242
New +$168K ﹤0.01% 1836

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

Corient Private Wealth's UMH Position: Q2 2026 in Review

Corient Private Wealth opened a new position in UMH Properties (UMH) in Q2 2026: 10,795 shares worth $163K. The stake represents ﹤0.01% of the portfolio and ranks #2855 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in UMH as recently as Q1 2023.

Corient Private Wealth first reported a position in UMH in Q1 2023 and has held it in 2 quarters since. 259 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Corient Private Wealth held 10,795 shares of UMH Properties worth $163K as of Q2 2026.
  • UMH Properties was a new Corient Private Wealth position in Q2 2026.
  • UMH Properties made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2855 holding.
  • Corient Private Wealth first reported a position in UMH Properties in Q1 2023 and has held it in 2 quarters since.
  • 259 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.