Smartleaf Asset Management’s UMH Properties UMH Stock Holding History

Smartleaf Asset 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	$4.76K	Hold	308	–	–	﹤0.01%	2699
2026 Q1	$4.43K	Hold	308	–	–	﹤0.01%	2708
2025 Q4	$4.92K	Sell	308 -775	-72%	-$11.6K	﹤0.01%	2700
2025 Q3	$15.9K	Buy	1,083 +972	+876%	+$15.6K	﹤0.01%	1905
2025 Q2	$1.86K	Buy	111 +42	+61%	+$719	﹤0.01%	2360
2025 Q1	$1.29K	Sell	69 -147	-68%	-$2.68K	﹤0.01%	2562
2024 Q4	$4.04K	Hold	216	–	–	﹤0.01%	2327
2024 Q3	$4.17K	Buy	216 +99	+85%	+$1.84K	﹤0.01%	2201
2024 Q2	$1.81K	Buy	+117	New	+$1.82K	﹤0.01%	2264

Other funds holding UMH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Smartleaf Asset Management's UMH Position: Q2 2026 in Review

Smartleaf Asset Management held its UMH Properties (UMH) position steady in Q2 2026 at 308 shares worth $4.76K. The position accounts for ﹤0.01% of the portfolio, ranked #2699.

Smartleaf Asset Management first reported a position in UMH in Q2 2024 and has held it in 9 quarters since. The position peaked at $15.9K in Q3 2025. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Smartleaf Asset Management held 308 shares of UMH Properties worth $4.76K as of Q2 2026.
Smartleaf Asset Management left its UMH Properties share count unchanged in Q2 2026.
UMH Properties made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2699 holding.
Smartleaf Asset Management first reported a position in UMH Properties in Q2 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's UMH Properties position peaked at $15.9K in Q3 2025.
258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.