Envestnet Asset Management
UMH

Envestnet Asset Management’s UMH Properties UMH Stock Holding History

Envestnet Asset Management’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 		$353K Sell
23,297
-191,159
-89% -$2.93M ﹤0.01% 4328
2026
Q1 		$3.09M Sell
214,456
-17,304
-7% -$268K ﹤0.01% 2680
2025
Q4 		$3.69M Sell
231,760
-71,124
-23% -$1.07M ﹤0.01% 2395
2025
Q3 		$4.5M Sell
302,884
-116,535
-28% -$1.87M ﹤0.01% 2328
2025
Q2 		$7.04M Sell
419,419
-14,874
-3% -$255K ﹤0.01% 1973
2025
Q1 		$8.12M Buy
434,293
+1,047
+0.2% +$19.1K ﹤0.01% 1798
2024
Q4 		$8.18M Sell
433,246
-164
-0% -$3.13K ﹤0.01% 1778
2024
Q3 		$8.53M Buy
433,410
+11,560
+3% +$215K ﹤0.01% 1751
2024
Q2 		$6.75M Buy
421,850
+41,774
+11% +$650K ﹤0.01% 1819
2024
Q1 		$6.17M Buy
380,076
+24,952
+7% +$382K ﹤0.01% 1834
2023
Q4 		$5.44M Sell
355,124
-19,681
-5% -$284K ﹤0.01% 1838
2023
Q3 		$5.25M Buy
374,805
+123,248
+49% +$1.89M ﹤0.01% 1768
2023
Q2 		$4.02M Buy
251,557
+15,217
+6% +$235K ﹤0.01% 1836
2023
Q1 		$3.5M Buy
236,340
+53,291
+29% +$875K ﹤0.01% 1843
2022
Q4 		$2.95M Sell
183,049
-7,028
-4% -$118K ﹤0.01% 1914
2022
Q3 		$3.07M Buy
190,077
+5,665
+3% +$106K ﹤0.01% 1825
2022
Q2 		$3.26M Sell
184,412
-1,394
-0.8% -$29K ﹤0.01% 1774
2022
Q1 		$4.57M Buy
185,806
+13,103
+8% +$315K ﹤0.01% 1656
2021
Q4 		$4.72M Buy
172,703
+12,375
+8% +$298K ﹤0.01% 1632
2021
Q3 		$3.67M Buy
160,328
+10,936
+7% +$255K ﹤0.01% 1709
2021
Q2 		$3.26M Buy
149,392
+49,906
+50% +$1.06M ﹤0.01% 1767
2021
Q1 		$1.91M Buy
+99,486
New +$1.68M ﹤0.01% 1964

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

Envestnet Asset Management's UMH Position: Q2 2026 in Review

Envestnet Asset Management reduced its UMH Properties (UMH) stake by 89% in Q2 2026, selling an estimated $2.93M and leaving 23,297 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #4328.

Envestnet Asset Management first reported a position in UMH in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.53M in Q3 2024. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Envestnet Asset Management held 23,297 shares of UMH Properties worth $353K as of Q2 2026.
  • Envestnet Asset Management sold 191,159 UMH Properties shares in Q2 2026, an estimated $2.93M.
  • UMH Properties made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4328 holding.
  • Envestnet Asset Management first reported a position in UMH Properties in Q1 2021 and has held it in 22 quarters since.
  • Envestnet Asset Management's UMH Properties position peaked at $8.53M in Q3 2024.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.