DF
UMH

Dunhill Financial’s UMH Properties UMH Stock Holding History

Dunhill Financial’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 		– Sell
-2
Closed -$36 – 1870
2026
Q1 		$36 Sell
2
-1
-33% -$15 ﹤0.01% 1678
2025
Q4 		$40 Buy
+3
New +$45 ﹤0.01% 1735
2025
Q2 		– Sell
-4
Closed -$79 – 1128
2025
Q1 		$79 Hold
4
– – ﹤0.01% 919
2024
Q4 		$80 Hold
4
– – ﹤0.01% 865
2024
Q3 		$83 Buy
+4
New +$74 ﹤0.01% 887

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dunhill Financial's UMH Position: Q2 2026 in Review

Dunhill Financial sold out of UMH Properties (UMH) in Q2 2026, closing a stake of 2 shares — an estimated $36 sold.

Dunhill Financial first reported a position in UMH in Q3 2024 and held it in 5 quarters. The position peaked at $83 in Q3 2024. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Dunhill Financial reported no remaining UMH Properties position as of Q2 2026 after selling out during the quarter.
  • Dunhill Financial sold 2 UMH Properties shares in Q2 2026, an estimated $36.
  • Dunhill Financial first reported a position in UMH Properties in Q3 2024 and held it in 5 quarters.
  • Dunhill Financial's UMH Properties position peaked at $83 in Q3 2024.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

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