RWS
UMH

Retirement Wealth Solutions’s UMH Properties UMH Stock Holding History

Retirement Wealth Solutions’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 		$720 Hold
48
– – ﹤0.01% 700
2026
Q1 		$687 Sell
48
-4
-8% -$62 ﹤0.01% 688
2025
Q4 		$821 Sell
52
-47
-47% -$706 ﹤0.01% 610
2025
Q3 		$1.48K Sell
99
-847
-90% -$13.6K ﹤0.01% 488
2025
Q2 		$15.9K Buy
946
+3
+0.3% +$51 0.01% 174
2025
Q1 		$17.6K Buy
943
+2
+0.2% +$36 0.01% 148
2024
Q4 		$16.5K Buy
+941
New +$17.9K 0.01% 166

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

Retirement Wealth Solutions's UMH Position: Q2 2026 in Review

Retirement Wealth Solutions held its UMH Properties (UMH) position steady in Q2 2026 at 48 shares worth $720. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Retirement Wealth Solutions first reported a position in UMH in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.6K in Q1 2025. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Retirement Wealth Solutions held 48 shares of UMH Properties worth $720 as of Q2 2026.
  • Retirement Wealth Solutions left its UMH Properties share count unchanged in Q2 2026.
  • UMH Properties made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #700 holding.
  • Retirement Wealth Solutions first reported a position in UMH Properties in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's UMH Properties position peaked at $17.6K in Q1 2025.
  • 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.