NS
UMH

NBC Securities’s UMH Properties UMH Stock Holding History

NBC Securities’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 		$24.6K Sell
1,625
-525
-24% -$8.04K ﹤0.01% 1569
2026
Q1 		$31K Hold
2,150
– – ﹤0.01% 1521
2025
Q4 		$34.2K Hold
2,150
– – ﹤0.01% 1521
2025
Q3 		$31.9K Buy
+2,150
New +$34.4K ﹤0.01% 1516

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

NBC Securities's UMH Position: Q2 2026 in Review

NBC Securities reduced its UMH Properties (UMH) stake by 24% in Q2 2026, selling an estimated $8.04K and leaving 1,625 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

NBC Securities first reported a position in UMH in Q3 2025 and has held it in 4 quarters since. The position peaked at $34.2K in Q4 2025. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • NBC Securities held 1,625 shares of UMH Properties worth $24.6K as of Q2 2026.
  • NBC Securities sold 525 UMH Properties shares in Q2 2026, an estimated $8.04K.
  • UMH Properties made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1569 holding.
  • NBC Securities first reported a position in UMH Properties in Q3 2025 and has held it in 4 quarters since.
  • NBC Securities's UMH Properties position peaked at $34.2K in Q4 2025.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.