FFA
UMH

Farther Finance Advisors’s UMH Properties UMH Stock Holding History

Farther Finance 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 		$19.8K Buy
1,306
+185
+17% +$2.83K ﹤0.01% 3982
2026
Q1 		$16.4K Sell
1,121
-383
-25% -$5.93K ﹤0.01% 3787
2025
Q4 		$23.9K Buy
1,504
+336
+29% +$5.05K ﹤0.01% 3320
2025
Q3 		$17.3K Buy
1,168
+54
+5% +$864 ﹤0.01% 3130
2025
Q2 		$18.7K Sell
1,114
-886
-44% -$15.2K ﹤0.01% 2722
2025
Q1 		$37.4K Buy
2,000
+400
+25% +$7.28K ﹤0.01% 2053
2024
Q4 		$30.2K Buy
1,600
+1,456
+1,011% +$27.8K ﹤0.01% 1901
2024
Q3 		$2.83K Sell
144
-17
-11% -$316 ﹤0.01% 2867
2024
Q2 		$2.58K Buy
161
+130
+419% +$2.02K ﹤0.01% 2686
2024
Q1 		$494 Hold
31
– – ﹤0.01% 3023
2023
Q4 		$475 Buy
+31
New +$447 ﹤0.01% 2991

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

Farther Finance Advisors's UMH Position: Q2 2026 in Review

Farther Finance Advisors increased its UMH Properties (UMH) stake by 17% in Q2 2026, buying an estimated $2.83K and bringing the position to 1,306 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3982.

Farther Finance Advisors first reported a position in UMH in Q4 2023 and has held it in 11 quarters since. The position peaked at $37.4K in Q1 2025. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Farther Finance Advisors held 1,306 shares of UMH Properties worth $19.8K as of Q2 2026.
  • Farther Finance Advisors bought 185 UMH Properties shares in Q2 2026, an estimated $2.83K.
  • UMH Properties made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3982 holding.
  • Farther Finance Advisors first reported a position in UMH Properties in Q4 2023 and has held it in 11 quarters since.
  • Farther Finance Advisors's UMH Properties position peaked at $37.4K in Q1 2025.
  • 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.