Cornerstone Planning Group’s UMH Properties UMH Stock Holding History

Cornerstone Planning Group’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	$216	Sell	14 -519	-97%	-$7.94K	﹤0.01%	1796
2026 Q1	$8.37K	Sell	533 -80	-13%	-$1.24K	﹤0.01%	951
2025 Q4	$9.4K	Buy	613 +282	+85%	+$4.24K	﹤0.01%	815
2025 Q3	$20.1K	Buy	331 +304	+1,126%	+$4.87K	﹤0.01%	582
2025 Q2	$449	Sell	27 -296	-92%	-$5.07K	﹤0.01%	1332
2025 Q1	$5.64K	Buy	+323	New	+$5.88K	﹤0.01%	703
2023 Q3	–	Sell	-264	Closed	-$4.22K	–	1303
2023 Q2	$4.22K	Buy	+264	New	+$4.09K	﹤0.01%	946
2022 Q4	$4.4K	Buy	+264	New	+$4.44K	﹤0.01%	948

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

Cornerstone Planning Group's UMH Position: Q2 2026 in Review

Cornerstone Planning Group reduced its UMH Properties (UMH) stake by 97% in Q2 2026, selling an estimated $7.94K and leaving 14 shares worth $216. The position accounts for ﹤0.01% of the portfolio, ranked #1796.

Cornerstone Planning Group first reported a position in UMH in Q4 2022 and has held it in 8 quarters since. The position peaked at $20.1K in Q3 2025. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Cornerstone Planning Group held 14 shares of UMH Properties worth $216 as of Q2 2026.
Cornerstone Planning Group sold 519 UMH Properties shares in Q2 2026, an estimated $7.94K.
UMH Properties made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1796 holding.
Cornerstone Planning Group first reported a position in UMH Properties in Q4 2022 and has held it in 8 quarters since.
Cornerstone Planning Group's UMH Properties position peaked at $20.1K in Q3 2025.
258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.