Koshinski Asset Management’s UMH Properties UMH Stock Holding History

Koshinski Asset 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	$489K	Buy	+32,331	New	+$495K	0.03%	464
2025 Q4	–	Sell	-40,531	Closed	-$602K	–	751
2025 Q3	$602K	Buy	+40,531	New	+$649K	0.04%	374
2024 Q3	–	Sell	-30,531	Closed	-$498K	–	663
2024 Q2	$498K	Buy	30,531 +2,421	+9%	+$37.7K	0.05%	344
2024 Q1	$457K	Sell	28,110 -105,680	-79%	-$1.62M	0.05%	337
2023 Q4	$2.05M	Buy	133,790 +57,229	+75%	+$825K	0.31%	92
2023 Q3	$1.07M	Sell	76,561 -12,938	-14%	-$199K	0.12%	167
2023 Q2	$1.43M	Buy	+89,499	New	+$1.39M	0.15%	143
2022 Q1	–	Sell	-137,450	Closed	-$3.76M	–	2236
2021 Q4	$3.76M	Sell	137,450 -572	-0.4%	-$13.8K	0.3%	71
2021 Q3	$3.16M	Buy	+138,022	New	+$3.22M	0.27%	87
2020 Q4	–	Sell	-124,956	Closed	-$1.82M	–	580
2020 Q3	$1.82M	Buy	+124,956	New	+$1.67M	0.24%	98
2020 Q1	–	Sell	-100,404	Closed	-$1.56M	–	521
2019 Q4	$1.56M	Buy	100,404 +6,080	+6%	+$91.7K	0.27%	110
2019 Q3	$1.33M	Buy	94,324 +14,870	+19%	+$193K	0.92%	34
2019 Q2	$986K	Sell	79,454 -3,484	-4%	-$46.9K	0.4%	71
2019 Q1	$1.17M	Buy	82,938 +3,444	+4%	+$46.2K	0.31%	90
2018 Q4	$941K	Buy	79,494 +12,685	+19%	+$172K	0.23%	135
2018 Q3	$1.04M	Buy	66,809 +21,863	+49%	+$344K	0.15%	197
2018 Q2	$690K	Buy	44,946 +3,553	+9%	+$50.1K	0.21%	154
2018 Q1	$555K	Buy	41,393 +4,518	+12%	+$58.8K	0.17%	191
2017 Q4	$549K	Buy	+36,875	New	+$561K	0.14%	234

Other funds holding UMH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Koshinski Asset Management's UMH Position: Q2 2026 in Review

Koshinski Asset Management opened a new position in UMH Properties (UMH) in Q2 2026: 32,331 shares worth $489K. The stake represents 0.03% of the portfolio and ranks #464 among its holdings. This is a return to the name: Koshinski Asset Management previously reported a position in UMH as recently as Q3 2025.

Koshinski Asset Management first reported a position in UMH in Q4 2017 and has held it in 19 quarters since. The position peaked at $3.76M in Q4 2021. 259 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Koshinski Asset Management held 32,331 shares of UMH Properties worth $489K as of Q2 2026.
UMH Properties was a new Koshinski Asset Management position in Q2 2026.
UMH Properties made up 0.03% of Koshinski Asset Management's portfolio in Q2 2026, its #464 holding.
Koshinski Asset Management first reported a position in UMH Properties in Q4 2017 and has held it in 19 quarters since.
Koshinski Asset Management's UMH Properties position peaked at $3.76M in Q4 2021.
259 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.