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Essential Partners’s UMH Properties UMH Stock Holding History

Essential Partners’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 		$14.7K Buy
972
+432
+80% +$6.61K 0.01% 1028
2026
Q1 		$7.79K Buy
540
+69
+15% +$1.07K ﹤0.01% 1362
2025
Q4 		$7.49K Buy
471
+462
+5,133% +$6.94K ﹤0.01% 1267
2025
Q3 		$134 Buy
+9
New +$144 ﹤0.01% 2463

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 $3.38T AUM 44.17% 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

Essential Partners's UMH Position: Q2 2026 in Review

Essential Partners increased its UMH Properties (UMH) stake by 80% in Q2 2026, buying an estimated $6.61K and bringing the position to 972 shares worth $14.7K. The position accounts for 0.01% of the portfolio, ranked #1028.

Essential Partners first reported a position in UMH in Q3 2025 and has held it in 4 quarters since. 259 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Essential Partners held 972 shares of UMH Properties worth $14.7K as of Q2 2026.
  • Essential Partners bought 432 UMH Properties shares in Q2 2026, an estimated $6.61K.
  • UMH Properties made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1028 holding.
  • Essential Partners first reported a position in UMH Properties in Q3 2025 and has held it in 4 quarters since.
  • 259 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.