Raymond James Financial’s UMH Properties UMH Stock Holding History

Raymond James Financial’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	$14.7M	Sell	969,903 -1,530	-0.2%	-$23.4K	﹤0.01%	1807
2026 Q1	$14M	Buy	971,433 +33,464	+4%	+$518K	﹤0.01%	1747
2025 Q4	$14.9M	Sell	937,969 -7,522	-0.8%	-$113K	﹤0.01%	1656
2025 Q3	$14M	Buy	945,491 +16,417	+2%	+$263K	﹤0.01%	1669
2025 Q2	$15.6M	Sell	929,074 -101,301	-10%	-$1.73M	0.01%	1543
2025 Q1	$19.3M	Sell	1,030,375 -208,808	-17%	-$3.8M	0.01%	1341
2024 Q4	$23.4M	Buy	+1,239,183	New	+$23.6M	0.01%	1194

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

Raymond James Financial's UMH Position: Q2 2026 in Review

Raymond James Financial reduced its UMH Properties (UMH) stake by 0.16% in Q2 2026, selling an estimated $23.4K and leaving 969,903 shares worth $14.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

Raymond James Financial first reported a position in UMH in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.4M in Q4 2024. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Raymond James Financial held 969,903 shares of UMH Properties worth $14.7M as of Q2 2026.
Raymond James Financial sold 1,530 UMH Properties shares in Q2 2026, an estimated $23.4K.
UMH Properties made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1807 holding.
Raymond James Financial first reported a position in UMH Properties in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's UMH Properties position peaked at $23.4M in Q4 2024.
258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.