HF
UMH

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

HRT Financial's UMH Position: Q1 2026 in Review

HRT Financial opened a new position in UMH Properties (UMH) in Q1 2026: 54,777 shares worth $790K. The stake represents ﹤0.01% of the portfolio and ranks #2205 among its holdings. This is a return to the name: HRT Financial previously reported a position in UMH as recently as Q3 2025.

HRT Financial first reported a position in UMH in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.08M in Q3 2025. 268 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

  • HRT Financial held 54,777 shares of UMH Properties worth $790K as of Q1 2026.
  • UMH Properties was a new HRT Financial position in Q1 2026.
  • UMH Properties made up ﹤0.01% of HRT Financial's portfolio in Q1 2026, its #2205 holding.
  • HRT Financial first reported a position in UMH Properties in Q1 2024 and has held it in 3 quarters since.
  • HRT Financial's UMH Properties position peaked at $1.08M in Q3 2025.
  • 268 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.