InceptionR’s UMH Properties UMH Stock Holding History

InceptionR’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	–	Sell	-36,192	Closed	-$576K	–	914
2025 Q4	$576K	Buy	36,192 +23,400	+183%	+$351K	0.16%	240
2025 Q3	$190K	Buy	+12,792	New	+$205K	0.05%	609

Other funds holding UMH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

InceptionR's UMH Position: Q1 2026 in Review

InceptionR sold out of UMH Properties (UMH) in Q1 2026, closing a stake of 36,192 shares — an estimated $576K sold.

InceptionR first reported a position in UMH in Q3 2025 and held it in 2 quarters. The position peaked at $576K in Q4 2025. 268 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

InceptionR reported no remaining UMH Properties position as of Q1 2026 after selling out during the quarter.
InceptionR sold 36,192 UMH Properties shares in Q1 2026, an estimated $576K.
InceptionR first reported a position in UMH Properties in Q3 2025 and held it in 2 quarters.
InceptionR's UMH Properties position peaked at $576K in Q4 2025.
268 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

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