IAIM
UMH

International Assets Investment Management’s UMH Properties UMH Stock Holding History

International Assets Investment Management’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 		$5.53K Sell
362
-549
-60% -$8.4K ﹤0.01% 1942
2026
Q1 		$13.3K Sell
911
-25
-3% -$387 ﹤0.01% 1615
2025
Q4 		$14.9K Buy
+936
New +$14.1K ﹤0.01% 1558
2024
Q4 		– Sell
-1,246
Closed -$24.5K – 1879
2024
Q3 		$24.5K Buy
1,246
+724
+139% +$13.5K ﹤0.01% 1301
2024
Q2 		$8.34K Buy
+522
New +$8.13K ﹤0.01% 1720
2023
Q2 		– Sell
-507
Closed -$7.5K – 1052
2023
Q1 		$7.5K Buy
+507
New +$8.33K ﹤0.01% 875
2021
Q2 		– Sell
-600
Closed -$10K – 1816
2021
Q1 		$10K Buy
600
+300
+100% +$5.05K ﹤0.01% 1577
2020
Q4 		$4K Buy
+300
New +$4.36K ﹤0.01% 1739

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

International Assets Investment Management's UMH Position: Q2 2026 in Review

International Assets Investment Management reduced its UMH Properties (UMH) stake by 60% in Q2 2026, selling an estimated $8.4K and leaving 362 shares worth $5.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

International Assets Investment Management first reported a position in UMH in Q4 2020 and has held it in 8 quarters since. The position peaked at $24.5K in Q3 2024. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • International Assets Investment Management held 362 shares of UMH Properties worth $5.53K as of Q2 2026.
  • International Assets Investment Management sold 549 UMH Properties shares in Q2 2026, an estimated $8.4K.
  • UMH Properties made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1942 holding.
  • International Assets Investment Management first reported a position in UMH Properties in Q4 2020 and has held it in 8 quarters since.
  • International Assets Investment Management's UMH Properties position peaked at $24.5K in Q3 2024.
  • 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.