HRT Financial’s UMH Properties UMH Stock Holding History

HRT Financial’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	$2.34M	Buy	154,375 +99,598	+182%	+$1.52M	﹤0.01%	1649
2026 Q1	$790K	Buy	+54,777	New	+$848K	﹤0.01%	2205
2025 Q4	–	Sell	-72,988	Closed	-$1.08M	–	4079
2025 Q3	$1.08M	Buy	+72,988	New	+$1.17M	﹤0.01%	1475
2024 Q2	–	Sell	-37,714	Closed	-$612K	–	3144
2024 Q1	$612K	Buy	+37,714	New	+$577K	﹤0.01%	1150

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 $3.38T AUM 44.17% 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

HRT Financial's UMH Position: Q2 2026 in Review

HRT Financial increased its UMH Properties (UMH) stake by 182% in Q2 2026, buying an estimated $1.52M and bringing the position to 154,375 shares worth $2.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

HRT Financial first reported a position in UMH in Q1 2024 and has held it in 4 quarters since. 259 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

HRT Financial held 154,375 shares of UMH Properties worth $2.34M as of Q2 2026.
HRT Financial bought 99,598 UMH Properties shares in Q2 2026, an estimated $1.52M.
UMH Properties made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #1649 holding.
HRT Financial first reported a position in UMH Properties in Q1 2024 and has held it in 4 quarters since.
259 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.