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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
Q3 		$733 Hold
48
– – ﹤0.01% 798
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

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Retirement Wealth Solutions's UMH Position: Q3 2026 in Review

Retirement Wealth Solutions held its UMH Properties (UMH) position steady in Q3 2026 at 48 shares worth $733. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Retirement Wealth Solutions first reported a position in UMH in Q4 2024 and has held it in 8 quarters since. The position peaked at $17.6K in Q1 2025. 8 funds tracked by Wall St. Rank hold UMH as of Q3 2026.

  • Retirement Wealth Solutions held 48 shares of UMH Properties worth $733 as of Q3 2026.
  • Retirement Wealth Solutions left its UMH Properties share count unchanged in Q3 2026.
  • UMH Properties made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #798 holding.
  • Retirement Wealth Solutions first reported a position in UMH Properties in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's UMH Properties position peaked at $17.6K in Q1 2025.
  • 8 funds tracked by Wall St. Rank held UMH Properties as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.