EWA
UMH

EP Wealth Advisors’s UMH Properties UMH Stock Holding History

EP Wealth 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 		$167K Buy
+11,048
New +$169K ﹤0.01% 1560
2026
Q1 		– Sell
-10,644
Closed -$169K – 1599
2025
Q4 		$169K Buy
+10,644
New +$160K ﹤0.01% 1410
2025
Q2 		$171K Sell
10,159
-37
-0.4% -$633 ﹤0.01% 1292
2025
Q1 		$191K Buy
+10,196
New +$186K ﹤0.01% 1145

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

EP Wealth Advisors's UMH Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in UMH Properties (UMH) in Q2 2026: 11,048 shares worth $167K. The stake represents ﹤0.01% of the portfolio and ranks #1560 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in UMH as recently as Q4 2025.

EP Wealth Advisors first reported a position in UMH in Q1 2025 and has held it in 4 quarters since. The position peaked at $191K in Q1 2025. 260 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • EP Wealth Advisors held 11,048 shares of UMH Properties worth $167K as of Q2 2026.
  • UMH Properties was a new EP Wealth Advisors position in Q2 2026.
  • UMH Properties made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1560 holding.
  • EP Wealth Advisors first reported a position in UMH Properties in Q1 2025 and has held it in 4 quarters since.
  • EP Wealth Advisors's UMH Properties position peaked at $191K in Q1 2025.
  • 260 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.