Hohimer Wealth Management’s UMH Properties UMH Stock Holding History

Hohimer 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	$226K	Buy	14,939 +65	+0.4%	+$995	0.02%	345
2026 Q1	$215K	Buy	14,874 +2,346	+19%	+$36.3K	0.03%	331
2025 Q4	$199K	Sell	12,528 -2,013	-14%	-$30.2K	0.03%	303
2025 Q3	$216K	Buy	14,541 +3,208	+28%	+$51.4K	0.03%	276
2025 Q2	$190K	Buy	11,333 +330	+3%	+$5.65K	0.03%	254
2025 Q1	$206K	Buy	11,003 +541	+5%	+$9.85K	0.04%	239
2024 Q4	$198K	Buy	+10,462	New	+$200K	0.04%	225
2024 Q3	–	Sell	-18,157	Closed	-$290K	–	260
2024 Q2	$290K	Sell	18,157 -323	-2%	-$5.03K	0.07%	189
2024 Q1	$300K	Buy	+18,480	New	+$283K	0.07%	200

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

Hohimer Wealth Management's UMH Position: Q2 2026 in Review

Hohimer Wealth Management increased its UMH Properties (UMH) stake by 0.44% in Q2 2026, buying an estimated $995 and bringing the position to 14,939 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #345.

Hohimer Wealth Management first reported a position in UMH in Q1 2024 and has held it in 9 quarters since. The position peaked at $300K in Q1 2024. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Hohimer Wealth Management held 14,939 shares of UMH Properties worth $226K as of Q2 2026.
Hohimer Wealth Management bought 65 UMH Properties shares in Q2 2026, an estimated $995.
UMH Properties made up 0.02% of Hohimer Wealth Management's portfolio in Q2 2026, its #345 holding.
Hohimer Wealth Management first reported a position in UMH Properties in Q1 2024 and has held it in 9 quarters since.
Hohimer Wealth Management's UMH Properties position peaked at $300K in Q1 2024.
258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.