SWIM
UMH

Smallwood Wealth Investment Management’s UMH Properties UMH Stock Holding History

Smallwood Wealth Investment Management’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 		$711 Hold
47
– – ﹤0.01% 449
2026
Q1 		$678 Hold
47
– – ﹤0.01% 451
2025
Q4 		$747 Buy
47
+21
+81% +$315 ﹤0.01% 438
2025
Q3 		$386 Hold
26
– – ﹤0.01% 462
2025
Q2 		$436 Hold
26
– – ﹤0.01% 505
2025
Q1 		$486 Buy
+26
New +$473 ﹤0.01% 441

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Smallwood Wealth Investment Management's UMH Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its UMH Properties (UMH) position steady in Q2 2026 at 47 shares worth $711. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Smallwood Wealth Investment Management first reported a position in UMH in Q1 2025 and has held it in 6 quarters since. The position peaked at $747 in Q4 2025. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Smallwood Wealth Investment Management held 47 shares of UMH Properties worth $711 as of Q2 2026.
  • Smallwood Wealth Investment Management left its UMH Properties share count unchanged in Q2 2026.
  • UMH Properties made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #449 holding.
  • Smallwood Wealth Investment Management first reported a position in UMH Properties in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's UMH Properties position peaked at $747 in Q4 2025.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.