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Kestra Advisory Services’s UMH Properties UMH Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-5,236
Closed -$83.3K – 4338
2025
Q4 		$83.3K Buy
+5,236
New +$78.6K ﹤0.01% 3575

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Kestra Advisory Services's UMH Position: Q1 2026 in Review

Kestra Advisory Services sold out of UMH Properties (UMH) in Q1 2026, closing a stake of 5,236 shares — an estimated $83.3K sold.

Kestra Advisory Services first reported a position in UMH in Q4 2025 and held it in 1 quarter. The position peaked at $83.3K in Q4 2025. 269 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

  • Kestra Advisory Services reported no remaining UMH Properties position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 5,236 UMH Properties shares in Q1 2026, an estimated $83.3K.
  • Kestra Advisory Services first reported a position in UMH Properties in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's UMH Properties position peaked at $83.3K in Q4 2025.
  • 269 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.