Root Financial Partners
UMH icon

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
Q3 		$2.45K Buy
+159
New +$2.51K ﹤0.01% 2548
2026
Q2 		– Sell
-48
Closed -$693 – 3027
2026
Q1 		$693 Buy
+48
New +$743 ﹤0.01% 2750

Other funds holding UMH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's UMH Position: Q3 2026 in Review

Root Financial Partners opened a new position in UMH Properties (UMH) in Q3 2026: 159 shares worth $2.45K. The stake represents ﹤0.01% of the portfolio and ranks #2548 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in UMH as recently as Q1 2026.

Root Financial Partners first reported a position in UMH in Q1 2026 and has held it in 2 quarters since. 215 funds tracked by Wall St. Rank hold UMH as of Q3 2026.

  • Root Financial Partners held 159 shares of UMH Properties worth $2.45K as of Q3 2026.
  • UMH Properties was a new Root Financial Partners position in Q3 2026.
  • UMH Properties made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2548 holding.
  • Root Financial Partners first reported a position in UMH Properties in Q1 2026 and has held it in 2 quarters since.
  • 215 funds tracked by Wall St. Rank held UMH Properties as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.