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Spire Wealth Management’s UMH Properties UMH Stock Holding History

Spire Wealth 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
Q1 		– Sell
-1,300
Closed -$20.7K – 2405
2025
Q4 		$20.7K Sell
1,300
-3,680
-74% -$55.3K ﹤0.01% 1472
2025
Q3 		$74K Buy
4,980
+1,460
+41% +$23.4K ﹤0.01% 1107
2025
Q2 		$59.1K Sell
3,520
-220
-6% -$3.77K ﹤0.01% 1142
2025
Q1 		$69.9K Hold
3,740
– – ﹤0.01% 1170
2024
Q4 		$70.6K Hold
3,740
– – ﹤0.01% 1156
2024
Q3 		$73.6K Hold
3,740
– – ﹤0.01% 1010
2024
Q2 		$59.8K Sell
3,740
-210
-5% -$3.27K ﹤0.01% 1058
2024
Q1 		$64.1K Hold
3,950
– – ﹤0.01% 1130
2023
Q4 		$61.8K Buy
3,950
+630
+19% +$9.08K ﹤0.01% 1130
2023
Q3 		$46.5K Buy
3,320
+2,125
+178% +$32.7K ﹤0.01% 1198
2023
Q2 		$19.1K Hold
1,195
– – ﹤0.01% 1605
2023
Q1 		$17.7K Buy
+1,195
New +$19.6K ﹤0.01% 1671

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Spire Wealth Management's UMH Position: Q1 2026 in Review

Spire Wealth Management sold out of UMH Properties (UMH) in Q1 2026, closing a stake of 1,300 shares — an estimated $20.7K sold.

Spire Wealth Management first reported a position in UMH in Q1 2023 and held it in 12 quarters. The position peaked at $74K in Q3 2025. 269 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

  • Spire Wealth Management reported no remaining UMH Properties position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 1,300 UMH Properties shares in Q1 2026, an estimated $20.7K.
  • Spire Wealth Management first reported a position in UMH Properties in Q1 2023 and held it in 12 quarters.
  • Spire Wealth Management's UMH Properties position peaked at $74K in Q3 2025.
  • 269 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.