PWPS
UMH

Pinnacle Wealth Planning Services’s UMH Properties UMH Stock Holding History

Pinnacle Wealth Planning Services’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 		$818 Hold
54
– – ﹤0.01% 2607
2026
Q1 		$779 Hold
54
– – ﹤0.01% 2586
2025
Q4 		$859 Buy
+54
New +$811 ﹤0.01% 2602
2021
Q1 		– Sell
-77
Closed -$1K – 1851
2020
Q4 		$1K Buy
+77
New +$1.12K ﹤0.01% 2192

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

Pinnacle Wealth Planning Services's UMH Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its UMH Properties (UMH) position steady in Q2 2026 at 54 shares worth $818. The position accounts for ﹤0.01% of the portfolio, ranked #2607.

Pinnacle Wealth Planning Services first reported a position in UMH in Q4 2020 and has held it in 4 quarters since. The position peaked at $1K in Q4 2020. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Pinnacle Wealth Planning Services held 54 shares of UMH Properties worth $818 as of Q2 2026.
  • Pinnacle Wealth Planning Services left its UMH Properties share count unchanged in Q2 2026.
  • UMH Properties made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2607 holding.
  • Pinnacle Wealth Planning Services first reported a position in UMH Properties in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's UMH Properties position peaked at $1K in Q4 2020.
  • 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.