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MassMutual Private Wealth & Trust’s UMH Properties UMH Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$308 Buy
+20
New +$315 ﹤0.01% 2289
2023
Q4 		– Sell
-70
Closed -$981 – 2097
2023
Q3 		$981 Buy
70
+20
+40% +$307 ﹤0.01% 1699
2023
Q2 		$799 Buy
+50
New +$774 ﹤0.01% 1693

Other funds holding UMH

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

MassMutual Private Wealth & Trust's UMH Position: Q3 2026 in Review

MassMutual Private Wealth & Trust opened a new position in UMH Properties (UMH) in Q3 2026: 20 shares worth $308. The stake represents ﹤0.01% of the portfolio and ranks #2289 among its holdings. This is a return to the name: MassMutual Private Wealth & Trust previously reported a position in UMH as recently as Q3 2023.

MassMutual Private Wealth & Trust first reported a position in UMH in Q2 2023 and has held it in 3 quarters since. The position peaked at $981 in Q3 2023. 8 funds tracked by Wall St. Rank hold UMH as of Q3 2026.

  • MassMutual Private Wealth & Trust held 20 shares of UMH Properties worth $308 as of Q3 2026.
  • UMH Properties was a new MassMutual Private Wealth & Trust position in Q3 2026.
  • UMH Properties made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #2289 holding.
  • MassMutual Private Wealth & Trust first reported a position in UMH Properties in Q2 2023 and has held it in 3 quarters since.
  • MassMutual Private Wealth & Trust's UMH Properties position peaked at $981 in Q3 2023.
  • 8 funds tracked by Wall St. Rank held UMH Properties as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.