Creative Financial Designs’s UMH Properties UMH Stock Holding History

Creative Financial Designs’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	$93.8K	Buy	6,196 +1,266	+26%	+$19.4K	﹤0.01%	821
2026 Q1	$71.1K	Buy	4,930 +1,435	+41%	+$22.2K	﹤0.01%	779
2025 Q4	$55.6K	Buy	3,495 +1,720	+97%	+$25.8K	﹤0.01%	829
2025 Q3	$26.4K	Buy	+1,775	New	+$28.4K	﹤0.01%	1060
2019 Q4	–	Sell	-254	Closed	-$4K	–	636
2019 Q3	$4K	Sell	254 -1,695	-87%	-$22K	﹤0.01%	507
2019 Q2	$25K	Buy	1,949 +1,331	+215%	+$17.9K	0.01%	299
2019 Q1	$9K	Sell	618 -981	-61%	-$13.2K	0.01%	398
2018 Q4	$19K	Sell	1,599 -359	-18%	-$4.86K	0.01%	283
2018 Q3	$31K	Buy	1,958 +919	+88%	+$14.4K	0.02%	279
2018 Q2	$16K	Buy	1,039 +126	+14%	+$1.77K	0.01%	398
2018 Q1	$12K	Buy	+913	New	+$11.9K	0.01%	407

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 $3.38T AUM 44.17% 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

Creative Financial Designs's UMH Position: Q2 2026 in Review

Creative Financial Designs increased its UMH Properties (UMH) stake by 26% in Q2 2026, buying an estimated $19.4K and bringing the position to 6,196 shares worth $93.8K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Creative Financial Designs first reported a position in UMH in Q1 2018 and has held it in 11 quarters since. 259 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Creative Financial Designs held 6,196 shares of UMH Properties worth $93.8K as of Q2 2026.
Creative Financial Designs bought 1,266 UMH Properties shares in Q2 2026, an estimated $19.4K.
UMH Properties made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #821 holding.
Creative Financial Designs first reported a position in UMH Properties in Q1 2018 and has held it in 11 quarters since.
259 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.