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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Creative Financial Designs's UMH Position: Q1 2026 in Review

Creative Financial Designs increased its UMH Properties (UMH) stake by 41% in Q1 2026, buying an estimated $22.2K and bringing the position to 4,930 shares worth $71.1K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Creative Financial Designs first reported a position in UMH in Q1 2018 and has held it in 10 quarters since. 268 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

Creative Financial Designs held 4,930 shares of UMH Properties worth $71.1K as of Q1 2026.
Creative Financial Designs bought 1,435 UMH Properties shares in Q1 2026, an estimated $22.2K.
UMH Properties made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #779 holding.
Creative Financial Designs first reported a position in UMH Properties in Q1 2018 and has held it in 10 quarters since.
268 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.