Globeflex Capital’s UMH Properties UMH Stock Holding History

Globeflex Capital’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	$533K	Hold	35,200	–	–	0.07%	234
2026 Q1	$508K	Hold	35,200	–	–	0.08%	225
2025 Q4	$560K	Hold	35,200	–	–	0.09%	229
2025 Q3	$523K	Hold	35,200	–	–	0.08%	245
2025 Q2	$591K	Hold	35,200	–	–	0.05%	246
2025 Q1	$658K	Hold	35,200	–	–	0.06%	228
2024 Q4	$665K	Hold	35,200	–	–	0.06%	241
2024 Q3	$692K	Hold	35,200	–	–	0.07%	234
2024 Q2	$563K	Buy	+35,200	New	+$548K	0.06%	232
2015 Q3	–	Sell	-106,019	Closed	-$1.04M	–	572
2015 Q2	$1.04M	Buy	+106,019	New	+$1.06M	0.19%	208

Other funds holding UMH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Globeflex Capital's UMH Position: Q2 2026 in Review

Globeflex Capital held its UMH Properties (UMH) position steady in Q2 2026 at 35,200 shares worth $533K. The position accounts for 0.07% of the portfolio, ranked #234.

Globeflex Capital first reported a position in UMH in Q2 2015 and has held it in 10 quarters since. The position peaked at $1.04M in Q2 2015. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Globeflex Capital held 35,200 shares of UMH Properties worth $533K as of Q2 2026.
Globeflex Capital left its UMH Properties share count unchanged in Q2 2026.
UMH Properties made up 0.07% of Globeflex Capital's portfolio in Q2 2026, its #234 holding.
Globeflex Capital first reported a position in UMH Properties in Q2 2015 and has held it in 10 quarters since.
Globeflex Capital's UMH Properties position peaked at $1.04M in Q2 2015.
239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Globeflex Capital's 13F filing for Q2 2026, filed 12 Aug 2026.