GW Henssler & Associates’s UMH Properties UMH Stock Holding History

GW Henssler & Associates’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	$1.46M	Hold	96,368	–	–	0.06%	110
2026 Q1	$1.39M	Hold	96,368	–	–	0.07%	109
2025 Q4	$1.53M	Hold	96,368	–	–	0.07%	108
2025 Q3	$1.43M	Hold	96,368	–	–	0.07%	102
2025 Q2	$1.62M	Hold	96,368	–	–	0.09%	94
2025 Q1	$1.8M	Hold	96,368	–	–	0.1%	85
2024 Q4	$1.9M	Hold	96,368	–	–	0.11%	84
2024 Q3	$1.9M	Hold	96,368	–	–	0.11%	84
2024 Q2	$1.54M	Hold	96,368	–	–	0.09%	81
2024 Q1	$1.57M	Hold	96,368	–	–	0.09%	79
2023 Q4	$1.48M	Hold	96,368	–	–	0.1%	79
2023 Q3	$1.35M	Hold	96,368	–	–	0.09%	80
2023 Q2	$1.54M	Hold	96,368	–	–	0.1%	75
2023 Q1	$1.43M	Hold	96,368	–	–	0.09%	78
2022 Q4	$1.55M	Hold	96,368	–	–	0.11%	77
2022 Q3	$1.56M	Hold	96,368	–	–	0.12%	75
2022 Q2	$1.7M	Hold	96,368	–	–	0.13%	78
2022 Q1	$2.37M	Hold	96,368	–	–	0.14%	77
2021 Q4	$2.63M	Hold	96,368	–	–	0.17%	80
2021 Q3	$2.21M	Hold	96,368	–	–	0.15%	82
2021 Q2	$2.1M	Hold	96,368	–	–	0.14%	82
2021 Q1	$1.85M	Hold	96,368	–	–	0.13%	81
2020 Q4	$1.43M	Hold	96,368	–	–	0.11%	82
2020 Q3	$1.3M	Hold	96,368	–	–	0.11%	80
2020 Q2	$1.25M	Hold	96,368	–	–	0.11%	77
2020 Q1	$1.05M	Hold	96,368	–	–	0.11%	76
2019 Q4	$1.52M	Hold	96,368	–	–	0.13%	82
2019 Q3	$1.36M	Sell	96,368 -70	-0.1%	-$907	0.12%	84
2019 Q2	$1.2M	Hold	96,438	–	–	0.11%	87
2019 Q1	$1.36M	Hold	96,438	–	–	0.12%	87
2018 Q4	$1.14M	Sell	96,438 -5,930	-6%	-$80.3K	0.12%	87
2018 Q3	$1.6M	Buy	+102,368	New	+$1.61M	0.15%	88

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

GW Henssler & Associates's UMH Position: Q2 2026 in Review

GW Henssler & Associates held its UMH Properties (UMH) position steady in Q2 2026 at 96,368 shares worth $1.46M. The position accounts for 0.06% of the portfolio, ranked #110.

GW Henssler & Associates first reported a position in UMH in Q3 2018 and has held it in 32 quarters since. The position peaked at $2.63M in Q4 2021. 259 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

GW Henssler & Associates held 96,368 shares of UMH Properties worth $1.46M as of Q2 2026.
GW Henssler & Associates left its UMH Properties share count unchanged in Q2 2026.
UMH Properties made up 0.06% of GW Henssler & Associates's portfolio in Q2 2026, its #110 holding.
GW Henssler & Associates first reported a position in UMH Properties in Q3 2018 and has held it in 32 quarters since.
GW Henssler & Associates's UMH Properties position peaked at $2.63M in Q4 2021.
259 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on GW Henssler & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.