GRP
UMH

Global Retirement Partners’s UMH Properties UMH Stock Holding History

Global Retirement Partners’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 		$5.66K Buy
+374
New +$5.72K ﹤0.01% 3655
2025
Q4 		$7.78K Buy
+489
New +$7.34K ﹤0.01% 3256

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

Global Retirement Partners's UMH Position: Q2 2026 in Review

Global Retirement Partners opened a new position in UMH Properties (UMH) in Q2 2026: 374 shares worth $5.66K. The stake represents ﹤0.01% of the portfolio and ranks #3655 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in UMH as recently as Q4 2025.

Global Retirement Partners first reported a position in UMH in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.78K in Q4 2025. 259 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Global Retirement Partners held 374 shares of UMH Properties worth $5.66K as of Q2 2026.
  • UMH Properties was a new Global Retirement Partners position in Q2 2026.
  • UMH Properties made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3655 holding.
  • Global Retirement Partners first reported a position in UMH Properties in Q4 2025 and has held it in 2 quarters since.
  • Global Retirement Partners's UMH Properties position peaked at $7.78K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.