LPL Financial’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $495K | Sell |
32,724
-1,088
| -3% | -$16.7K | ﹤0.01% | 5031 |
|
|
2026
Q1 | $488K | Buy |
33,812
+7,073
| +26% | +$109K | ﹤0.01% | 4772 |
|
|
2025
Q4 | $425K | Sell |
26,739
-637
| -2% | -$9.57K | ﹤0.01% | 4864 |
|
|
2025
Q3 | $407K | Buy |
27,376
+4,177
| +18% | +$66.9K | ﹤0.01% | 4801 |
|
|
2025
Q2 | $390K | Sell |
23,199
-36,926
| -61% | -$632K | ﹤0.01% | 4578 |
|
|
2025
Q1 | $1.12M | Sell |
60,125
-2,499
| -4% | -$45.5K | ﹤0.01% | 3454 |
|
|
2024
Q4 | $1.18M | Buy |
62,624
+6,620
| +12% | +$126K | ﹤0.01% | 3352 |
|
|
2024
Q3 | $1.1M | Buy |
56,004
+35,446
| +172% | +$660K | ﹤0.01% | 3300 |
|
|
2024
Q2 | $329K | Buy |
20,558
+1,821
| +10% | +$28.3K | ﹤0.01% | 4199 |
|
|
2024
Q1 | $304K | Sell |
18,737
-16,044
| -46% | -$246K | ﹤0.01% | 4183 |
|
|
2023
Q4 | $533K | Buy |
34,781
+324
| +0.9% | +$4.67K | ﹤0.01% | 3610 |
|
|
2023
Q3 | $483K | Buy |
34,457
+4,961
| +17% | +$76.3K | ﹤0.01% | 3517 |
|
|
2023
Q2 | $471K | Buy |
+29,496
| New | +$456K | ﹤0.01% | 3502 |
|
|
2023
Q1 | – | Sell |
-12,524
| Closed | -$202K | – | 4591 |
|
|
2022
Q4 | $202K | Sell |
12,524
-1,400
| -10% | -$23.6K | ﹤0.01% | 3980 |
|
|
2022
Q3 | $225K | Buy |
13,924
+1,950
| +16% | +$36.6K | ﹤0.01% | 3832 |
|
|
2022
Q2 | $211K | Buy |
11,974
+1,157
| +11% | +$24K | ﹤0.01% | 3906 |
|
|
2022
Q1 | $266K | Sell |
10,817
-2,844
| -21% | -$68.3K | ﹤0.01% | 3659 |
|
|
2021
Q4 | $373K | Buy |
13,661
+4,220
| +45% | +$102K | ﹤0.01% | 3525 |
|
|
2021
Q3 | $216K | Buy |
+9,441
| New | +$220K | ﹤0.01% | 3915 |
|
|
2021
Q1 | – | Sell |
-14,207
| Closed | -$210K | – | 4147 |
|
|
2020
Q4 | $210K | Buy |
14,207
+463
| +3% | +$6.73K | ﹤0.01% | 3485 |
|
|
2020
Q3 | $186K | Buy |
13,744
+2,900
| +27% | +$38.7K | ﹤0.01% | 3232 |
|
|
2020
Q2 | $140K | Sell |
10,844
-16,068
| -60% | -$194K | ﹤0.01% | 3223 |
|
|
2020
Q1 | $292K | Buy |
26,912
+600
| +2% | +$8.72K | ﹤0.01% | 2526 |
|
|
2019
Q4 | $414K | Sell |
26,312
-5,975
| -19% | -$90.1K | ﹤0.01% | 2529 |
|
|
2019
Q3 | $455K | Sell |
32,287
-52,455
| -62% | -$680K | ﹤0.01% | 2330 |
|
|
2019
Q2 | $1.05M | Buy |
84,742
+5,107
| +6% | +$68.8K | ﹤0.01% | 1691 |
|
|
2019
Q1 | $1.12M | Buy |
79,635
+22,480
| +39% | +$301K | ﹤0.01% | 1584 |
|
|
2018
Q4 | $677K | Buy |
57,155
+2,458
| +4% | +$33.3K | ﹤0.01% | 1805 |
|
|
2018
Q3 | $855K | Sell |
54,697
-2,150
| -4% | -$33.8K | ﹤0.01% | 1804 |
|
|
2018
Q2 | $873K | Buy |
56,847
+7,280
| +15% | +$103K | ﹤0.01% | 1715 |
|
|
2018
Q1 | $665K | Buy |
49,567
+29,660
| +149% | +$386K | ﹤0.01% | 1906 |
|
|
2017
Q4 | $297K | Buy |
19,907
+4,657
| +31% | +$70.9K | ﹤0.01% | 2506 |
|
|
2017
Q3 | $237K | Sell |
15,250
-68,100
| -82% | -$1.09M | ﹤0.01% | 2544 |
|
|
2017
Q2 | $1.42M | Sell |
83,350
-7,900
| -9% | -$130K | 0.01% | 1146 |
|
|
2017
Q1 | $1.38M | Sell |
91,250
-4,475
| -5% | -$65.2K | 0.01% | 1048 |
|
|
2016
Q4 | $1.43M | Sell |
95,725
-60
| -0.1% | -$769 | 0.01% | 989 |
|
|
2016
Q3 | $1.12M | Buy |
95,785
+12,785
| +15% | +$154K | 0.01% | 1117 |
|
|
2016
Q2 | $1.02M | Sell |
83,000
-58,820
| -41% | -$595K | 0.01% | 1153 |
|
|
2016
Q1 | $1.39M | Buy |
141,820
+20,980
| +17% | +$202K | ﹤0.01% | 1424 |
|
|
2015
Q4 | $1.21M | Buy |
120,840
+60,748
| +101% | +$598K | ﹤0.01% | 1529 |
|
|
2015
Q3 | $580K | Sell |
60,092
-2,450
| -4% | -$23.3K | ﹤0.01% | 1668 |
|
|
2015
Q2 | $624K | Buy |
62,542
+18,102
| +41% | +$181K | ﹤0.01% | 1722 |
|
|
2015
Q1 | $460K | Buy |
44,440
+1,468
| +3% | +$14.2K | ﹤0.01% | 1907 |
|
|
2014
Q4 | $410K | Sell |
42,972
-4,681
| -10% | -$45.1K | ﹤0.01% | 1923 |
|
|
2014
Q3 | $452K | Buy |
47,653
+6,753
| +17% | +$67.3K | ﹤0.01% | 1873 |
|
|
2014
Q2 | $410K | Buy |
40,900
+4,700
| +13% | +$46.4K | ﹤0.01% | 1953 |
|
|
2014
Q1 | $354K | Buy |
36,200
+6,700
| +23% | +$63.3K | ﹤0.01% | 2023 |
|
|
2013
Q4 | $278K | Buy |
29,500
+5,100
| +21% | +$49.7K | ﹤0.01% | 2180 |
|
|
2013
Q3 | $244K | Buy |
24,400
+9,600
| +65% | +$98.6K | ﹤0.01% | 2172 |
|
|
2013
Q2 | $152K | Buy |
+14,800
| New | +$159K | ﹤0.01% | 2276 |
|
Other funds holding UMH
PMG
DADC
LPL Financial's UMH Position: Q2 2026 in Review
LPL Financial reduced its UMH Properties (UMH) stake by 3.2% in Q2 2026, selling an estimated $16.7K and leaving 32,724 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #5031.
LPL Financial first reported a position in UMH in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.43M in Q4 2016. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.
- LPL Financial held 32,724 shares of UMH Properties worth $495K as of Q2 2026.
- LPL Financial sold 1,088 UMH Properties shares in Q2 2026, an estimated $16.7K.
- UMH Properties made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5031 holding.
- LPL Financial first reported a position in UMH Properties in Q2 2013 and has held it in 50 quarters since.
- LPL Financial's UMH Properties position peaked at $1.43M in Q4 2016.
- 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.