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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
Q3 		$31.4K Buy
2,039
+733
+56% +$11.6K ﹤0.01% 3799
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

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's UMH Position: Q3 2026 in Review

Farther Finance Advisors increased its UMH Properties (UMH) stake by 56% in Q3 2026, buying an estimated $11.6K and bringing the position to 2,039 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3799.

Farther Finance Advisors first reported a position in UMH in Q4 2023 and has held it in 12 quarters since. The position peaked at $37.4K in Q1 2025. 8 funds tracked by Wall St. Rank hold UMH as of Q3 2026.

  • Farther Finance Advisors held 2,039 shares of UMH Properties worth $31.4K as of Q3 2026.
  • Farther Finance Advisors bought 733 UMH Properties shares in Q3 2026, an estimated $11.6K.
  • UMH Properties made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3799 holding.
  • Farther Finance Advisors first reported a position in UMH Properties in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's UMH Properties position peaked at $37.4K in Q1 2025.
  • 8 funds tracked by Wall St. Rank held UMH Properties as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.