PWA
UMH

Physician Wealth Advisors’s UMH Properties UMH Stock Holding History

Physician Wealth 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 		$1.68K Buy
+111
New +$1.7K ﹤0.01% 1575
2026
Q1 		– Sell
-62
Closed -$987 – 2238
2025
Q4 		$987 Sell
62
-27
-30% -$405 ﹤0.01% 1631
2025
Q3 		$1.32K Buy
+89
New +$1.43K ﹤0.01% 1415

Other funds holding UMH

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
CI
Cherokee Insurance Sterling Heights, Michigan $259M AUM 39.68% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SLA
Silver Lake Advisory Cottonwood Heights, Utah $280M AUM 30.28% 1-Year Est. Return

Physician Wealth Advisors's UMH Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in UMH Properties (UMH) in Q2 2026: 111 shares worth $1.68K. The stake represents ﹤0.01% of the portfolio and ranks #1575 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in UMH as recently as Q4 2025.

Physician Wealth Advisors first reported a position in UMH in Q3 2025 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Physician Wealth Advisors held 111 shares of UMH Properties worth $1.68K as of Q2 2026.
  • UMH Properties was a new Physician Wealth Advisors position in Q2 2026.
  • UMH Properties made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1575 holding.
  • Physician Wealth Advisors first reported a position in UMH Properties in Q3 2025 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.