GSWM
UMH

Golden State Wealth Management’s UMH Properties UMH Stock Holding History

Golden State Wealth Management’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 		– Sell
-2,000
Closed -$28.9K – 1702
2026
Q1 		$28.9K Hold
2,000
– – ﹤0.01% 823
2025
Q4 		$31.8K Hold
2,000
– – ﹤0.01% 801
2025
Q3 		$29.7K Hold
2,000
– – ﹤0.01% 812
2025
Q2 		$33.6K Hold
2,000
– – ﹤0.01% 735
2025
Q1 		$37.4K Hold
2,000
– – 0.01% 654
2024
Q4 		$37.8K Buy
+2,000
New +$38.1K 0.01% 633

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

Golden State Wealth Management's UMH Position: Q2 2026 in Review

Golden State Wealth Management sold out of UMH Properties (UMH) in Q2 2026, closing a stake of 2,000 shares — an estimated $28.9K sold.

Golden State Wealth Management first reported a position in UMH in Q4 2024 and held it in 6 quarters. The position peaked at $37.8K in Q4 2024. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Golden State Wealth Management reported no remaining UMH Properties position as of Q2 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 2,000 UMH Properties shares in Q2 2026, an estimated $28.9K.
  • Golden State Wealth Management first reported a position in UMH Properties in Q4 2024 and held it in 6 quarters.
  • Golden State Wealth Management's UMH Properties position peaked at $37.8K in Q4 2024.
  • 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.