SIS
UMH

Sound Income Strategies’s UMH Properties UMH Stock Holding History

Sound Income Strategies’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 		– Sell
-583
Closed -$8.52K – 2279
2026
Q1 		$8.52K Hold
583
– – ﹤0.01% 1587
2025
Q4 		$9.68K Buy
+583
New +$8.76K ﹤0.01% 1483
2024
Q3 		– Sell
-15
Closed -$240 – 1505
2024
Q2 		$240 Hold
15
– – ﹤0.01% 1314
2024
Q1 		$244 Buy
+15
New +$230 ﹤0.01% 1282

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

Sound Income Strategies's UMH Position: Q2 2026 in Review

Sound Income Strategies sold out of UMH Properties (UMH) in Q2 2026, closing a stake of 583 shares — an estimated $8.52K sold.

Sound Income Strategies first reported a position in UMH in Q1 2024 and held it in 4 quarters. The position peaked at $9.68K in Q4 2025. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Sound Income Strategies reported no remaining UMH Properties position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 583 UMH Properties shares in Q2 2026, an estimated $8.52K.
  • Sound Income Strategies first reported a position in UMH Properties in Q1 2024 and held it in 4 quarters.
  • Sound Income Strategies's UMH Properties position peaked at $9.68K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.