RFP
UMH

Root Financial Partners’s UMH Properties UMH Stock Holding History

Root Financial Partners’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 		– Sell
-48
Closed -$693 – 3027
2026
Q1 		$693 Buy
+48
New +$743 ﹤0.01% 2750

Other funds holding UMH

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
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SLA
Silver Lake Advisory Cottonwood Heights, Utah $280M AUM 30.28% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

Root Financial Partners's UMH Position: Q2 2026 in Review

Root Financial Partners sold out of UMH Properties (UMH) in Q2 2026, closing a stake of 48 shares — an estimated $693 sold.

Root Financial Partners first reported a position in UMH in Q1 2026 and held it in 1 quarter. The position peaked at $693 in Q1 2026. 70 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Root Financial Partners reported no remaining UMH Properties position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 48 UMH Properties shares in Q2 2026, an estimated $693.
  • Root Financial Partners first reported a position in UMH Properties in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's UMH Properties position peaked at $693 in Q1 2026.
  • 70 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.