Nisa Investment Advisors’s UMH Properties UMH Stock Holding History

Nisa Investment Advisors’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	$22.2K	Sell	1,465 -3,631	-71%	-$55.6K	﹤0.01%	2175
2026 Q1	$73.5K	Sell	5,096 -3,865	-43%	-$59.8K	﹤0.01%	1539
2025 Q4	$143K	Sell	8,961 -3,078	-26%	-$46.2K	﹤0.01%	1322
2025 Q3	$179K	Sell	12,039 -2,247	-16%	-$36K	﹤0.01%	1273
2025 Q2	$240K	Sell	14,286 -8,094	-36%	-$139K	﹤0.01%	1177
2025 Q1	$419K	Buy	22,380 +1,065	+5%	+$19.4K	﹤0.01%	1047
2024 Q4	$402K	Buy	21,315 +82	+0.4%	+$1.56K	﹤0.01%	1113
2024 Q3	$418K	Sell	21,233 -168	-0.8%	-$3.13K	﹤0.01%	1093
2024 Q2	$342K	Sell	21,401 -3,483	-14%	-$54.2K	﹤0.01%	1185
2024 Q1	$404K	Buy	24,884 +76	+0.3%	+$1.16K	﹤0.01%	1145
2023 Q4	$380K	Sell	24,808 -768	-3%	-$11.1K	﹤0.01%	1126
2023 Q3	$359K	Buy	25,576 +1,550	+6%	+$23.8K	﹤0.01%	1165
2023 Q2	$384K	Sell	24,026 -38	-0.2%	-$588	﹤0.01%	1152
2023 Q1	$356K	Sell	24,064 -460	-2%	-$7.56K	﹤0.01%	1163
2022 Q4	$395K	Hold	24,524	–	–	﹤0.01%	1185
2022 Q3	$402K	Buy	24,524 +2,186	+10%	+$41.1K	﹤0.01%	1107
2022 Q2	$394K	Sell	22,338 -3,693	-14%	-$76.8K	﹤0.01%	1130
2022 Q1	$640K	Sell	26,031 -1,000	-4%	-$24K	﹤0.01%	1003
2021 Q4	$638K	Sell	27,031 -2,343	-8%	-$56.5K	﹤0.01%	955
2021 Q3	$673K	Buy	29,374 +1,762	+6%	+$41.1K	﹤0.01%	1035
2021 Q2	$602K	Sell	27,612 -1,009	-4%	-$21.5K	﹤0.01%	1089
2021 Q1	$549K	Sell	28,621 -339	-1%	-$5.71K	﹤0.01%	1145
2020 Q4	$429K	Sell	28,960 -260	-0.9%	-$3.78K	﹤0.01%	1217
2020 Q3	$396K	Buy	29,220 +9,294	+47%	+$124K	﹤0.01%	1116
2020 Q2	$258K	Sell	19,926 -4,368	-18%	-$52.8K	﹤0.01%	1222
2020 Q1	$264K	Sell	24,294 -5,047	-17%	-$73.3K	﹤0.01%	1112
2019 Q4	$462K	Buy	29,341 +1,814	+7%	+$27.4K	﹤0.01%	1121
2019 Q3	$388K	Buy	27,527 +1,686	+7%	+$21.9K	﹤0.01%	1162
2019 Q2	$321K	Buy	25,841 +10,731	+71%	+$145K	﹤0.01%	1202
2019 Q1	$213K	Sell	15,110 -7,140	-32%	-$95.7K	﹤0.01%	1288
2018 Q4	$263K	Buy	22,250 +9,700	+77%	+$131K	﹤0.01%	1165
2018 Q3	$196K	Buy	12,550 +3,500	+39%	+$55K	﹤0.01%	1325
2018 Q2	$139K	Hold	9,050	–	–	﹤0.01%	1321
2018 Q1	$121K	Hold	9,050	–	–	﹤0.01%	1323
2017 Q4	$135K	Hold	9,050	–	–	﹤0.01%	1333
2017 Q3	$141K	Hold	9,050	–	–	﹤0.01%	1314
2017 Q2	$154K	Sell	9,050 -9,800	-52%	-$162K	﹤0.01%	1286
2017 Q1	$287K	Sell	18,850 -400	-2%	-$5.83K	﹤0.01%	1172
2016 Q4	$290K	Sell	19,250 -2,750	-13%	-$35.2K	﹤0.01%	1170
2016 Q3	$262K	Buy	22,000 +3,500	+19%	+$42.3K	﹤0.01%	1165
2016 Q2	$208K	Hold	18,500	–	–	﹤0.01%	1210
2016 Q1	$184K	Hold	18,500	–	–	﹤0.01%	1231
2015 Q4	$187K	Hold	18,500	–	–	﹤0.01%	1196
2015 Q3	$172K	Buy	18,500 +3,200	+21%	+$30.5K	﹤0.01%	1229
2015 Q2	$150K	Buy	+15,300	New	+$153K	﹤0.01%	1271

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

Nisa Investment Advisors's UMH Position: Q2 2026 in Review

Nisa Investment Advisors reduced its UMH Properties (UMH) stake by 71% in Q2 2026, selling an estimated $55.6K and leaving 1,465 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2175.

Nisa Investment Advisors first reported a position in UMH in Q2 2015 and has held it in 45 quarters since. The position peaked at $673K in Q3 2021. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Nisa Investment Advisors held 1,465 shares of UMH Properties worth $22.2K as of Q2 2026.
Nisa Investment Advisors sold 3,631 UMH Properties shares in Q2 2026, an estimated $55.6K.
UMH Properties made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2175 holding.
Nisa Investment Advisors first reported a position in UMH Properties in Q2 2015 and has held it in 45 quarters since.
Nisa Investment Advisors's UMH Properties position peaked at $673K in Q3 2021.
258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.