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

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
YIM
Yoffe Investment Management Lemoyne, Pennsylvania $87.4M AUM 30.8% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM