First Trust Advisors
UMH

First Trust Advisors’s UMH Properties UMH Stock Holding History

First Trust 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 		$1.62M Buy
107,229
+19,348
+22% +$296K ﹤0.01% 2081
2026
Q1 		$1.27M Buy
87,881
+76,828
+695% +$1.19M ﹤0.01% 2084
2025
Q4 		$176K Sell
11,053
-191
-2% -$2.87K ﹤0.01% 2574
2025
Q3 		$167K Sell
11,244
-87,889
-89% -$1.41M ﹤0.01% 2524
2025
Q2 		$1.66M Buy
99,133
+23,817
+32% +$408K ﹤0.01% 1898
2025
Q1 		$1.41M Sell
75,316
-61,049
-45% -$1.11M ﹤0.01% 1921
2024
Q4 		$2.57M Buy
136,365
+63,776
+88% +$1.22M ﹤0.01% 1698
2024
Q3 		$1.43M Buy
72,589
+4,329
+6% +$80.5K ﹤0.01% 1909
2024
Q2 		$1.09M Buy
+68,260
New +$1.06M ﹤0.01% 1925
2022
Q2 		– Sell
-8,901
Closed -$219K – 2611
2022
Q1 		$219K Buy
8,901
+133
+2% +$3.19K ﹤0.01% 2452
2021
Q4 		$240K Buy
+8,768
New +$211K ﹤0.01% 2428
2021
Q3 		– Sell
-111,140
Closed -$2.42M – 2640
2021
Q2 		$2.42M Buy
111,140
+5,866
+6% +$125K ﹤0.01% 1735
2021
Q1 		$2.02M Buy
105,274
+8,270
+9% +$139K ﹤0.01% 1724
2020
Q4 		$1.44M Sell
97,004
-3,785
-4% -$55K ﹤0.01% 1742
2020
Q3 		$1.36M Buy
+100,789
New +$1.34M ﹤0.01% 1592
2016
Q4 		– Sell
-11,691
Closed -$139K – 2507
2016
Q3 		$139K Buy
+11,691
New +$141K ﹤0.01% 2263
2015
Q1 		– Sell
-10,534
Closed -$101K – 2306
2014
Q4 		$101K Buy
+10,534
New +$101K ﹤0.01% 2231
2013
Q3 		– Sell
-10,306
Closed -$106K – 2320
2013
Q2 		$106K Buy
+10,306
New +$111K ﹤0.01% 2190

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

First Trust Advisors's UMH Position: Q2 2026 in Review

First Trust Advisors increased its UMH Properties (UMH) stake by 22% in Q2 2026, buying an estimated $296K and bringing the position to 107,229 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #2081.

First Trust Advisors first reported a position in UMH in Q2 2013 and has held it in 18 quarters since. The position peaked at $2.57M in Q4 2024. 260 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • First Trust Advisors held 107,229 shares of UMH Properties worth $1.62M as of Q2 2026.
  • First Trust Advisors bought 19,348 UMH Properties shares in Q2 2026, an estimated $296K.
  • UMH Properties made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2081 holding.
  • First Trust Advisors first reported a position in UMH Properties in Q2 2013 and has held it in 18 quarters since.
  • First Trust Advisors's UMH Properties position peaked at $2.57M in Q4 2024.
  • 260 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.