PA
UMH

Parallel Advisors’s UMH Properties UMH Stock Holding History

Parallel 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 		$10.7K Buy
708
+45
+7% +$689 ﹤0.01% 2919
2026
Q1 		$9.57K Sell
663
-295
-31% -$4.57K ﹤0.01% 2776
2025
Q4 		$15.2K Buy
958
+928
+3,093% +$13.9K ﹤0.01% 2439
2025
Q3 		$446 Buy
+30
New +$480 ﹤0.01% 3345
2025
Q1 		– Sell
-17
Closed -$321 – 3673
2024
Q4 		$321 Buy
+17
New +$324 ﹤0.01% 3306
2024
Q2 		– Sell
-407
Closed -$6.61K – 3426
2024
Q1 		$6.61K Buy
+407
New +$6.23K ﹤0.01% 2442
2023
Q4 		– Sell
-485
Closed -$6.8K – 3482
2023
Q3 		$6.8K Buy
+485
New +$7.46K ﹤0.01% 2371
2023
Q2 		– Sell
-66
Closed -$976 – 3528
2023
Q1 		$976 Buy
+66
New +$1.08K ﹤0.01% 2961
2022
Q4 		– Sell
-17
Closed – – 3526
2022
Q3 		$0 Buy
+17
New +$319 ﹤0.01% 3503
2020
Q2 		– Sell
-102
Closed -$1K – 2719
2020
Q1 		$1K Hold
102
– – ﹤0.01% 2336
2019
Q4 		$2K Hold
102
– – ﹤0.01% 2244
2019
Q3 		$1K Buy
+102
New +$1.32K ﹤0.01% 2333
2018
Q4 		– Sell
-96
Closed -$2K – 2296
2018
Q3 		$2K Hold
96
– – ﹤0.01% 2056
2018
Q2 		$1K Hold
96
– – ﹤0.01% 2021
2018
Q1 		$1K Sell
96
-59
-38% -$768 ﹤0.01% 2015
2017
Q4 		$2K Hold
155
– – ﹤0.01% 1894
2017
Q3 		$2K Hold
155
– – ﹤0.01% 1901
2017
Q2 		$3K Hold
155
– – ﹤0.01% 1794
2017
Q1 		$2K Buy
+155
New +$2.26K ﹤0.01% 1805

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Parallel Advisors's UMH Position: Q2 2026 in Review

Parallel Advisors increased its UMH Properties (UMH) stake by 6.8% in Q2 2026, buying an estimated $689 and bringing the position to 708 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2919.

Parallel Advisors first reported a position in UMH in Q1 2017 and has held it in 19 quarters since. The position peaked at $15.2K in Q4 2025. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Parallel Advisors held 708 shares of UMH Properties worth $10.7K as of Q2 2026.
  • Parallel Advisors bought 45 UMH Properties shares in Q2 2026, an estimated $689.
  • UMH Properties made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #2919 holding.
  • Parallel Advisors first reported a position in UMH Properties in Q1 2017 and has held it in 19 quarters since.
  • Parallel Advisors's UMH Properties position peaked at $15.2K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.