Private Advisor Group’s UMH Properties UMH Stock Holding History

Private Advisor Group’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	$171K	Buy	+11,321	New	+$173K	﹤0.01%	2385
2020 Q3	–	Sell	-6,048	Closed	-$78K	–	3321
2020 Q2	$78K	Buy	+6,048	New	+$73.1K	﹤0.01%	1860
2020 Q1	–	Sell	-18,678	Closed	-$294K	–	1641
2019 Q4	$294K	Hold	18,678	–	–	﹤0.01%	1284
2019 Q3	$263K	Sell	18,678 -8,198	-31%	-$106K	﹤0.01%	1362
2019 Q2	$333K	Sell	26,876 -3,639	-12%	-$49K	0.01%	1230
2019 Q1	$429K	Buy	30,515 +37	+0.1%	+$496	0.01%	1032
2018 Q4	$361K	Sell	30,478 -1,118	-4%	-$15.1K	0.01%	956
2018 Q3	$494K	Buy	31,596 +1,100	+4%	+$17.3K	0.01%	1001
2018 Q2	$472K	Sell	30,496 -1,082	-3%	-$15.2K	0.01%	772
2018 Q1	$423K	Sell	31,578 -19	-0.1%	-$247	0.02%	734
2017 Q4	$448K	Buy	31,597 +1,119	+4%	+$17K	0.02%	711
2017 Q3	$481K	Sell	30,478 -1,100	-3%	-$17.6K	0.01%	913
2017 Q2	$530K	Hold	31,578	–	–	0.01%	811
2017 Q1	$472K	Sell	31,578 -400	-1%	-$5.83K	0.01%	859
2016 Q4	$462K	Sell	31,978 -850	-3%	-$10.9K	0.02%	757
2016 Q3	$382K	Hold	32,828	–	–	0.02%	746
2016 Q2	$403K	Buy	+32,828	New	+$332K	0.02%	704

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

Private Advisor Group's UMH Position: Q2 2026 in Review

Private Advisor Group opened a new position in UMH Properties (UMH) in Q2 2026: 11,321 shares worth $171K. The stake represents ﹤0.01% of the portfolio and ranks #2385 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in UMH as recently as Q2 2020.

Private Advisor Group first reported a position in UMH in Q2 2016 and has held it in 17 quarters since. The position peaked at $530K in Q2 2017. 259 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Private Advisor Group held 11,321 shares of UMH Properties worth $171K as of Q2 2026.
UMH Properties was a new Private Advisor Group position in Q2 2026.
UMH Properties made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2385 holding.
Private Advisor Group first reported a position in UMH Properties in Q2 2016 and has held it in 17 quarters since.
Private Advisor Group's UMH Properties position peaked at $530K in Q2 2017.
259 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.