Jones Financial Companies
UMH

Jones Financial Companies’s UMH Properties UMH Stock Holding History

Jones Financial Companies’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 		$59.8K Sell
3,868
-2,170
-36% -$33.2K ﹤0.01% 3045
2026
Q1 		$86.4K Sell
6,038
-43
-0.7% -$666 ﹤0.01% 2727
2025
Q4 		$96.8K Buy
6,081
+352
+6% +$5.29K ﹤0.01% 2229
2025
Q3 		$84.3K Buy
5,729
+5,629
+5,629% +$90.1K ﹤0.01% 2146
2025
Q2 		$1.67K Buy
+100
New +$1.71K ﹤0.01% 3525

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

Jones Financial Companies's UMH Position: Q2 2026 in Review

Jones Financial Companies reduced its UMH Properties (UMH) stake by 36% in Q2 2026, selling an estimated $33.2K and leaving 3,868 shares worth $59.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3045.

Jones Financial Companies first reported a position in UMH in Q2 2025 and has held it in 5 quarters since. The position peaked at $96.8K in Q4 2025. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Jones Financial Companies held 3,868 shares of UMH Properties worth $59.8K as of Q2 2026.
  • Jones Financial Companies sold 2,170 UMH Properties shares in Q2 2026, an estimated $33.2K.
  • UMH Properties made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3045 holding.
  • Jones Financial Companies first reported a position in UMH Properties in Q2 2025 and has held it in 5 quarters since.
  • Jones Financial Companies's UMH Properties position peaked at $96.8K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.