SIC
UMH

Samalin Investment Counsel’s UMH Properties UMH Stock Holding History

Samalin Investment Counsel’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 		$229K Sell
15,111
-33
-0.2% -$505 0.07% 294
2026
Q1 		$219K Buy
15,144
+2,657
+21% +$41.1K 0.08% 275
2025
Q4 		$199K Sell
12,487
-4,801
-28% -$72.1K 0.07% 291
2025
Q3 		$257K Buy
17,288
+4,067
+31% +$65.1K 0.09% 273
2025
Q2 		$222K Buy
13,221
+2,840
+27% +$48.6K 0.09% 284
2025
Q1 		$194K Buy
+10,381
New +$189K 0.08% 297

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

Samalin Investment Counsel's UMH Position: Q2 2026 in Review

Samalin Investment Counsel reduced its UMH Properties (UMH) stake by 0.22% in Q2 2026, selling an estimated $505 and leaving 15,111 shares worth $229K. The position accounts for 0.07% of the portfolio, ranked #294.

Samalin Investment Counsel first reported a position in UMH in Q1 2025 and has held it in 6 quarters since. The position peaked at $257K in Q3 2025. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Samalin Investment Counsel held 15,111 shares of UMH Properties worth $229K as of Q2 2026.
  • Samalin Investment Counsel sold 33 UMH Properties shares in Q2 2026, an estimated $505.
  • UMH Properties made up 0.07% of Samalin Investment Counsel's portfolio in Q2 2026, its #294 holding.
  • Samalin Investment Counsel first reported a position in UMH Properties in Q1 2025 and has held it in 6 quarters since.
  • Samalin Investment Counsel's UMH Properties position peaked at $257K in Q3 2025.
  • 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.