EWA
UMH

EverSource Wealth Advisors’s UMH Properties UMH Stock Holding History

EverSource 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 		$13.9K Buy
920
+480
+109% +$7.35K ﹤0.01% 2692
2026
Q1 		$6.35K Buy
440
+47
+12% +$727 ﹤0.01% 3151
2025
Q4 		$6.25K Buy
393
+68
+21% +$1.02K ﹤0.01% 3020
2025
Q3 		$4.83K Sell
325
-171
-34% -$2.74K ﹤0.01% 3164
2025
Q2 		$8.33K Buy
496
+471
+1,884% +$8.06K ﹤0.01% 2927
2025
Q1 		$468 Sell
25
-70
-74% -$1.27K ﹤0.01% 3478
2024
Q4 		$1.79K Buy
+95
New +$1.81K ﹤0.01% 2756

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

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

EverSource Wealth Advisors increased its UMH Properties (UMH) stake by 109% in Q2 2026, buying an estimated $7.35K and bringing the position to 920 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2692.

EverSource Wealth Advisors first reported a position in UMH in Q4 2024 and has held it in 7 quarters since. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • EverSource Wealth Advisors held 920 shares of UMH Properties worth $13.9K as of Q2 2026.
  • EverSource Wealth Advisors bought 480 UMH Properties shares in Q2 2026, an estimated $7.35K.
  • UMH Properties made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2692 holding.
  • EverSource Wealth Advisors first reported a position in UMH Properties in Q4 2024 and has held it in 7 quarters since.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.