LFG
UMH

Larson Financial Group’s UMH Properties UMH Stock Holding History

Larson Financial Group’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 		$2.19K Hold
145
– – ﹤0.01% 3083
2026
Q1 		$2.09K Buy
145
+127
+706% +$1.97K ﹤0.01% 2950
2025
Q4 		$286 Sell
18
-483
-96% -$7.25K ﹤0.01% 3224
2025
Q3 		$7.43K Buy
+501
New +$8.02K ﹤0.01% 2180
2025
Q2 		– Sell
-1
Closed -$19 – 3504
2025
Q1 		$19 Sell
1
-157
-99% -$2.86K ﹤0.01% 3039
2024
Q4 		$2.98K Buy
+158
New +$3.01K ﹤0.01% 1791

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

Larson Financial Group's UMH Position: Q2 2026 in Review

Larson Financial Group held its UMH Properties (UMH) position steady in Q2 2026 at 145 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #3083.

Larson Financial Group first reported a position in UMH in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.43K in Q3 2025. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Larson Financial Group held 145 shares of UMH Properties worth $2.19K as of Q2 2026.
  • Larson Financial Group left its UMH Properties share count unchanged in Q2 2026.
  • UMH Properties made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3083 holding.
  • Larson Financial Group first reported a position in UMH Properties in Q4 2024 and has held it in 6 quarters since.
  • Larson Financial Group's UMH Properties position peaked at $7.43K in Q3 2025.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

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