HHM Wealth Advisors’s UMH Properties UMH Stock Holding History

HHM Wealth Advisors’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	$3.03K	Sell	200 -377	-65%	-$5.77K	﹤0.01%	781
2026 Q1	$8.33K	Hold	577	–	–	﹤0.01%	659
2025 Q4	$9.18K	Hold	577	–	–	﹤0.01%	629
2025 Q3	$8.57K	Buy	577 +200	+53%	+$3.2K	﹤0.01%	662
2025 Q2	$6.33K	Hold	377	–	–	﹤0.01%	664
2025 Q1	$7.05K	Hold	377	–	–	﹤0.01%	635
2024 Q4	$7.12K	Hold	377	–	–	﹤0.01%	637
2024 Q3	$7.42K	Hold	377	–	–	﹤0.01%	606
2024 Q2	$6.03K	Hold	377	–	–	﹤0.01%	613
2024 Q1	$6.12K	Hold	377	–	–	﹤0.01%	601
2023 Q4	$5.78K	Hold	377	–	–	﹤0.01%	614
2023 Q3	$5.29K	Buy	+377	New	+$5.8K	﹤0.01%	628

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

HHM Wealth Advisors's UMH Position: Q2 2026 in Review

HHM Wealth Advisors reduced its UMH Properties (UMH) stake by 65% in Q2 2026, selling an estimated $5.77K and leaving 200 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

HHM Wealth Advisors first reported a position in UMH in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.18K in Q4 2025. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

HHM Wealth Advisors held 200 shares of UMH Properties worth $3.03K as of Q2 2026.
HHM Wealth Advisors sold 377 UMH Properties shares in Q2 2026, an estimated $5.77K.
UMH Properties made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #781 holding.
HHM Wealth Advisors first reported a position in UMH Properties in Q3 2023 and has held it in 12 quarters since.
HHM Wealth Advisors's UMH Properties position peaked at $9.18K in Q4 2025.
258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.