IA
UMH

IFP Advisors’s UMH Properties UMH Stock Holding History

IFP 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 		$18.7K Buy
1,237
+781
+171% +$12K ﹤0.01% 3015
2026
Q1 		$6.58K Buy
456
+16
+4% +$248 ﹤0.01% 3383
2025
Q4 		$7K Buy
440
+383
+672% +$5.75K ﹤0.01% 3244
2025
Q3 		$846 Buy
+57
New +$913 ﹤0.01% 4014
2025
Q2 		– Hold
0
– – – 4060
2023
Q1 		– Sell
-282
Closed -$5K – 4385
2022
Q4 		$5K Sell
282
-94
-25% -$1.58K ﹤0.01% 3821
2022
Q3 		$6K Buy
376
+4
+1% +$75 ﹤0.01% 3966
2022
Q2 		$6K Hold
372
– – ﹤0.01% 3720
2022
Q1 		$6K Buy
+372
New +$8.94K ﹤0.01% 3720

Other funds holding UMH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

IFP Advisors's UMH Position: Q2 2026 in Review

IFP Advisors increased its UMH Properties (UMH) stake by 171% in Q2 2026, buying an estimated $12K and bringing the position to 1,237 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3015.

IFP Advisors first reported a position in UMH in Q1 2022 and has held it in 8 quarters since. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • IFP Advisors held 1,237 shares of UMH Properties worth $18.7K as of Q2 2026.
  • IFP Advisors bought 781 UMH Properties shares in Q2 2026, an estimated $12K.
  • UMH Properties made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3015 holding.
  • IFP Advisors first reported a position in UMH Properties in Q1 2022 and has held it in 8 quarters since.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.