II
UMH

Inspire Investing’s UMH Properties UMH Stock Holding History

Inspire Investing’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 		$675K Buy
44,563
+8,896
+25% +$136K 0.03% 846
2026
Q1 		$515K Buy
35,667
+6,250
+21% +$96.7K 0.03% 664
2025
Q4 		$468K Sell
29,417
-1,159
-4% -$17.4K 0.04% 496
2025
Q3 		$454K Buy
30,576
+7,030
+30% +$113K 0.04% 560
2025
Q2 		$395K Buy
23,546
+1,167
+5% +$20K 0.04% 361
2025
Q1 		$418K Buy
22,379
+1,007
+5% +$18.3K 0.05% 269
2024
Q4 		$404K Buy
21,372
+129
+0.6% +$2.46K 0.05% 406
2024
Q3 		$418K Sell
21,243
-1,102
-5% -$20.5K 0.04% 367
2024
Q2 		$357K Buy
22,345
+104
+0.5% +$1.62K 0.04% 375
2024
Q1 		$361K Sell
22,241
-2,852
-11% -$43.7K 0.04% 449
2023
Q4 		$384K Buy
25,093
+3,076
+14% +$44.3K 0.04% 514
2023
Q3 		$309K Buy
+22,017
New +$339K 0.04% 450
2020
Q2 		– Sell
-1,088
Closed -$12K – 715
2020
Q1 		$12K Buy
+1,088
New +$15.8K ﹤0.01% 683
2018
Q1 		– Sell
-464
Closed -$7K – 674
2017
Q4 		$7K Buy
+464
New +$7.06K 0.01% 832

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

Inspire Investing's UMH Position: Q2 2026 in Review

Inspire Investing increased its UMH Properties (UMH) stake by 25% in Q2 2026, buying an estimated $136K and bringing the position to 44,563 shares worth $675K. The position accounts for 0.03% of the portfolio, ranked #846.

Inspire Investing first reported a position in UMH in Q4 2017 and has held it in 14 quarters since. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Inspire Investing held 44,563 shares of UMH Properties worth $675K as of Q2 2026.
  • Inspire Investing bought 8,896 UMH Properties shares in Q2 2026, an estimated $136K.
  • UMH Properties made up 0.03% of Inspire Investing's portfolio in Q2 2026, its #846 holding.
  • Inspire Investing first reported a position in UMH Properties in Q4 2017 and has held it in 14 quarters since.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.