RIL
UMH

Rothschild Investment LLC’s UMH Properties UMH Stock Holding History

Rothschild Investment LLC’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 		$10.9K Buy
718
+355
+98% +$5.43K ﹤0.01% 1838
2026
Q1 		$5.24K Sell
363
-40
-10% -$619 ﹤0.01% 2029
2025
Q4 		$6.41K Buy
403
+303
+303% +$4.55K ﹤0.01% 1763
2025
Q3 		$1.49K Sell
100
-80
-44% -$1.28K ﹤0.01% 2403
2025
Q2 		$3.02K Buy
180
+55
+44% +$941 ﹤0.01% 1785
2025
Q1 		$2.34K Buy
125
+20
+19% +$364 ﹤0.01% 1795
2024
Q4 		$1.98K Buy
105
+35
+50% +$667 ﹤0.01% 1808
2024
Q3 		$1.38K Buy
70
+40
+133% +$744 ﹤0.01% 1944
2024
Q2 		$480 Buy
30
+20
+200% +$311 ﹤0.01% 2046
2024
Q1 		$162 Buy
+10
New +$153 ﹤0.01% 1857

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

Rothschild Investment LLC's UMH Position: Q2 2026 in Review

Rothschild Investment LLC increased its UMH Properties (UMH) stake by 98% in Q2 2026, buying an estimated $5.43K and bringing the position to 718 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

Rothschild Investment LLC first reported a position in UMH in Q1 2024 and has held it in 10 quarters since. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Rothschild Investment LLC held 718 shares of UMH Properties worth $10.9K as of Q2 2026.
  • Rothschild Investment LLC bought 355 UMH Properties shares in Q2 2026, an estimated $5.43K.
  • UMH Properties made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1838 holding.
  • Rothschild Investment LLC first reported a position in UMH Properties in Q1 2024 and has held it in 10 quarters since.
  • 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.