IWC
UMH

Integrated Wealth Concepts’s UMH Properties UMH Stock Holding History

Integrated Wealth Concepts’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 		$23.8K Buy
+1,573
New +$24.1K ﹤0.01% 3946

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

Integrated Wealth Concepts's UMH Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in UMH Properties (UMH) in Q2 2026: 1,573 shares worth $23.8K. The stake represents ﹤0.01% of the portfolio and ranks #3946 among its holdings.

239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Integrated Wealth Concepts held 1,573 shares of UMH Properties worth $23.8K as of Q2 2026.
  • UMH Properties was a new Integrated Wealth Concepts position in Q2 2026.
  • UMH Properties made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3946 holding.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.