Covestor
UMH icon

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
Q3 		$0 Sell
26
-21
-45% -$331 ﹤0.01% 2856
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 $6.79T AUM 37.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Covestor's UMH Position: Q3 2026 in Review

Covestor reduced its UMH Properties (UMH) stake by 45% in Q3 2026, selling an estimated $331 and leaving 26 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2856.

Covestor first reported a position in UMH in Q4 2021 and has held it in 20 quarters since. The position peaked at $1K in Q2 2026. 215 funds tracked by Wall St. Rank hold UMH as of Q3 2026.

  • Covestor held 26 shares of UMH Properties worth $0 as of Q3 2026.
  • Covestor sold 21 UMH Properties shares in Q3 2026, an estimated $331.
  • UMH Properties made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2856 holding.
  • Covestor first reported a position in UMH Properties in Q4 2021 and has held it in 20 quarters since.
  • Covestor's UMH Properties position peaked at $1K in Q2 2026.
  • 215 funds tracked by Wall St. Rank held UMH Properties as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.