IC
UMH

Inscription Capital’s UMH Properties UMH Stock Holding History

Inscription Capital’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 		$161K Buy
10,661
+473
+5% +$7.24K 0.01% 734
2026
Q1 		$147K Buy
+10,188
New +$158K 0.02% 648

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

Inscription Capital's UMH Position: Q2 2026 in Review

Inscription Capital increased its UMH Properties (UMH) stake by 4.6% in Q2 2026, buying an estimated $7.24K and bringing the position to 10,661 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #734.

Inscription Capital first reported a position in UMH in Q1 2026 and has held it in 2 quarters since. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Inscription Capital held 10,661 shares of UMH Properties worth $161K as of Q2 2026.
  • Inscription Capital bought 473 UMH Properties shares in Q2 2026, an estimated $7.24K.
  • UMH Properties made up 0.01% of Inscription Capital's portfolio in Q2 2026, its #734 holding.
  • Inscription Capital first reported a position in UMH Properties in Q1 2026 and has held it in 2 quarters since.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Inscription Capital's 13F filing for Q2 2026, filed 13 Aug 2026.