FFO
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Fortitude Family Office’s UMH Properties UMH Stock Holding History

Fortitude Family Office’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 		$1.37K Hold
89
– – ﹤0.01% 2140
2026
Q2 		$1.35K Buy
+89
New +$1.36K ﹤0.01% 1638
2025
Q4 		– Sell
-30
Closed -$446 – 2131
2025
Q3 		$446 Buy
+30
New +$480 ﹤0.01% 1848

Other funds holding UMH

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LCM
LDR Capital Management New York $81M AUM 5.24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Fortitude Family Office's UMH Position: Q3 2026 in Review

Fortitude Family Office held its UMH Properties (UMH) position steady in Q3 2026 at 89 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #2140.

Fortitude Family Office first reported a position in UMH in Q3 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold UMH as of Q3 2026.

  • Fortitude Family Office held 89 shares of UMH Properties worth $1.37K as of Q3 2026.
  • Fortitude Family Office left its UMH Properties share count unchanged in Q3 2026.
  • UMH Properties made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2140 holding.
  • Fortitude Family Office first reported a position in UMH Properties in Q3 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held UMH Properties as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.