Pathstone Holdings’s UMH Properties UMH Stock Holding History

Pathstone Holdings’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	–	Sell	-11,489	Closed	-$166K	–	2418
2026 Q1	$166K	Sell	11,489 -2,011	-15%	-$31.1K	﹤0.01%	2132
2025 Q4	$215K	Sell	13,500 -12,549	-48%	-$188K	﹤0.01%	2081
2025 Q3	$387K	Sell	26,049 -1,353	-5%	-$21.7K	﹤0.01%	1897
2025 Q2	$460K	Sell	27,402 -278	-1%	-$4.76K	﹤0.01%	1755
2025 Q1	$517K	Sell	27,680 -123	-0.4%	-$2.24K	﹤0.01%	1700
2024 Q4	$525K	Sell	27,803 -283	-1%	-$5.4K	﹤0.01%	1701
2024 Q3	$552K	Sell	28,086 -4,452	-14%	-$82.8K	﹤0.01%	1673
2024 Q2	$520K	Sell	32,538 -7,385	-18%	-$115K	﹤0.01%	1665
2024 Q1	$648K	Buy	39,923 +27,138	+212%	+$415K	﹤0.01%	1547
2023 Q4	$196K	Buy	+12,785	New	+$184K	﹤0.01%	2065

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Pathstone Holdings's UMH Position: Q2 2026 in Review

Pathstone Holdings sold out of UMH Properties (UMH) in Q2 2026, closing a stake of 11,489 shares — an estimated $166K sold.

Pathstone Holdings first reported a position in UMH in Q4 2023 and held it in 10 quarters. The position peaked at $648K in Q1 2024. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Pathstone Holdings reported no remaining UMH Properties position as of Q2 2026 after selling out during the quarter.
Pathstone Holdings sold 11,489 UMH Properties shares in Q2 2026, an estimated $166K.
Pathstone Holdings first reported a position in UMH Properties in Q4 2023 and held it in 10 quarters.
Pathstone Holdings's UMH Properties position peaked at $648K in Q1 2024.
239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.