C
UMH

Covestor’s UMH Properties UMH Stock Holding History

Covestor’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 		$1K Buy
47
+42
+840% +$643 ﹤0.01% 2366
2026
Q1 		$0 Sell
5
-60
-92% -$929 ﹤0.01% 2797
2025
Q4 		$1K Hold
65
– – ﹤0.01% 2182
2025
Q3 		$1K Buy
65
+5
+8% +$80 ﹤0.01% 2194
2025
Q2 		$1K Buy
60
+54
+900% +$924 ﹤0.01% 2110
2025
Q1 		$0 Hold
6
– – ﹤0.01% 2753
2024
Q4 		$0 Buy
6
+1
+20% +$19 ﹤0.01% 2764
2024
Q3 		$0 Sell
5
-1
-17% -$19 ﹤0.01% 2796
2024
Q2 		$0 Hold
6
– – ﹤0.01% 2783
2024
Q1 		$0 Hold
6
– – ﹤0.01% 2768
2023
Q4 		$0 Sell
6
-1
-14% -$14 ﹤0.01% 2744
2023
Q3 		$0 Sell
7
-1
-13% -$15 ﹤0.01% 2741
2023
Q2 		$0 Sell
8
-3
-27% -$46 ﹤0.01% 2682
2023
Q1 		$0 Sell
11
-1
-8% -$16 ﹤0.01% 2613
2022
Q4 		$0 Buy
12
+4
+50% +$67 ﹤0.01% 2631
2022
Q3 		$0 Sell
8
-2
-20% -$38 ﹤0.01% 2635
2022
Q2 		$0 Sell
10
-27
-73% -$561 ﹤0.01% 2386
2022
Q1 		$1K Buy
37
+21
+131% +$504 ﹤0.01% 1973
2021
Q4 		$0 Buy
+16
New +$386 ﹤0.01% 2312

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

Covestor's UMH Position: Q2 2026 in Review

Covestor increased its UMH Properties (UMH) stake by 840% in Q2 2026, buying an estimated $643 and bringing the position to 47 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2366.

Covestor first reported a position in UMH in Q4 2021 and has held it in 19 quarters since. 259 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Covestor held 47 shares of UMH Properties worth $1K as of Q2 2026.
  • Covestor bought 42 UMH Properties shares in Q2 2026, an estimated $643.
  • UMH Properties made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2366 holding.
  • Covestor first reported a position in UMH Properties in Q4 2021 and has held it in 19 quarters since.
  • 259 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.