DFA
UMH

Delta Financial Advisors’s UMH Properties UMH Stock Holding History

Delta Financial Advisors’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 		$227K Hold
15,000
– – 0.05% 141
2026
Q1 		$216K Hold
15,000
– – 0.06% 141
2025
Q4 		$239K Hold
15,000
– – 0.06% 140
2025
Q3 		$223K Buy
+15,000
New +$240K 0.06% 140

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

Delta Financial Advisors's UMH Position: Q2 2026 in Review

Delta Financial Advisors held its UMH Properties (UMH) position steady in Q2 2026 at 15,000 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #141.

Delta Financial Advisors first reported a position in UMH in Q3 2025 and has held it in 4 quarters since. The position peaked at $239K in Q4 2025. 259 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Delta Financial Advisors held 15,000 shares of UMH Properties worth $227K as of Q2 2026.
  • Delta Financial Advisors left its UMH Properties share count unchanged in Q2 2026.
  • UMH Properties made up 0.05% of Delta Financial Advisors's portfolio in Q2 2026, its #141 holding.
  • Delta Financial Advisors first reported a position in UMH Properties in Q3 2025 and has held it in 4 quarters since.
  • Delta Financial Advisors's UMH Properties position peaked at $239K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Delta Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.