Silver Lake Advisory’s UMH Properties UMH Stock Holding History

Silver Lake Advisory’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 Q1	$1.56M	Sell	108,330 -3,020	-3%	-$46.7K	0.62%	49
2025 Q4	$1.77M	Sell	111,350 -450	-0.4%	-$6.76K	0.69%	47
2025 Q3	$1.66M	Buy	111,800 +1,520	+1%	+$24.3K	0.66%	50
2025 Q2	$1.85M	Buy	110,280 +1,280	+1%	+$21.9K	0.79%	50
2025 Q1	$2.04M	Sell	109,000 -2,379	-2%	-$43.3K	0.89%	42
2024 Q4	$2.1M	Sell	111,379 -852	-0.8%	-$16.2K	0.92%	40
2024 Q3	$2.21M	Sell	112,231 -3,510	-3%	-$65.3K	0.9%	43
2024 Q2	$1.85M	Buy	115,741 +4,667	+4%	+$72.6K	0.83%	42
2024 Q1	$1.8M	Sell	111,074 -826	-0.7%	-$12.6K	0.8%	43
2023 Q4	$1.71M	Buy	111,900 +114	+0.1%	+$1.64K	0.96%	39
2023 Q3	$1.57M	Buy	111,786 +122	+0.1%	+$1.88K	0.97%	40
2023 Q2	$1.78M	Buy	111,664 +505	+0.5%	+$7.82K	0.95%	41
2023 Q1	$1.64M	Buy	111,159 +7,329	+7%	+$120K	0.91%	40
2022 Q4	$1.67M	Sell	103,830 -305	-0.3%	-$5.13K	1.02%	40
2022 Q3	$1.68M	Buy	104,135 +668	+0.6%	+$12.5K	0.98%	40
2022 Q2	$1.83M	Buy	103,467 +1,742	+2%	+$36.2K	1%	41
2022 Q1	$2.5M	Sell	101,725 -673	-0.7%	-$16.2K	1.19%	34
2021 Q4	$2.8M	Sell	102,398 -370	-0.4%	-$8.91K	1.3%	32
2021 Q3	$2.35M	Buy	102,768 +354	+0.3%	+$8.26K	1.16%	34
2021 Q2	$2.37M	Sell	102,414 -5,271	-5%	-$112K	1.14%	37
2021 Q1	$2.06M	Sell	107,685 -782	-0.7%	-$13.2K	1.05%	41
2020 Q4	$1.61M	Sell	108,467 -19	-0%	-$276	0.88%	48
2020 Q3	$1.47M	Buy	108,486 +2,140	+2%	+$28.5K	0.9%	46
2020 Q2	$1.38M	Buy	106,346 +1,087	+1%	+$13.1K	0.88%	44
2020 Q1	$1.14M	Sell	105,259 -535	-0.5%	-$7.77K	0.84%	41
2019 Q4	$1.66M	Sell	105,794 -3,127	-3%	-$47.1K	1%	40
2019 Q3	$1.53M	Buy	108,921 +2,270	+2%	+$29.4K	0.99%	39
2019 Q2	$1.32M	Sell	106,651 -4,872	-4%	-$65.6K	0.88%	41
2019 Q1	$1.57M	Sell	111,523 -3,219	-3%	-$43.2K	1.06%	39
2018 Q4	$1.36M	Buy	114,742 +709	+0.6%	+$9.6K	1.01%	40
2018 Q3	$1.78M	Buy	+114,033	New	+$1.79M	1.08%	38

Other funds holding UMH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Silver Lake Advisory's UMH Position: Q1 2026 in Review

Silver Lake Advisory reduced its UMH Properties (UMH) stake by 2.7% in Q1 2026, selling an estimated $46.7K and leaving 108,330 shares worth $1.56M. The position accounts for 0.62% of the portfolio, ranked #49.

Silver Lake Advisory first reported a position in UMH in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.8M in Q4 2021. 268 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

Silver Lake Advisory held 108,330 shares of UMH Properties worth $1.56M as of Q1 2026.
Silver Lake Advisory sold 3,020 UMH Properties shares in Q1 2026, an estimated $46.7K.
UMH Properties made up 0.62% of Silver Lake Advisory's portfolio in Q1 2026, its #49 holding.
Silver Lake Advisory first reported a position in UMH Properties in Q3 2018 and has held it in 31 quarters since.
Silver Lake Advisory's UMH Properties position peaked at $2.8M in Q4 2021.
268 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

Based on Silver Lake Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.