Stifel Financial
UMH

Stifel Financial’s UMH Properties UMH Stock Holding History

Stifel Financial’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
-77,380
Closed -$1.12M – 3806
2026
Q1 		$1.12M Sell
77,380
-2,403
-3% -$37.2K ﹤0.01% 2388
2025
Q4 		$1.27M Sell
79,783
-27,864
-26% -$418K ﹤0.01% 2278
2025
Q3 		$1.6M Sell
107,647
-62,286
-37% -$997K ﹤0.01% 2068
2025
Q2 		$2.85M Sell
169,933
-9,024
-5% -$154K ﹤0.01% 1590
2025
Q1 		$3.35M Buy
178,957
+5,373
+3% +$97.8K ﹤0.01% 1415
2024
Q4 		$3.28M Buy
173,584
+5,795
+3% +$111K ﹤0.01% 1444
2024
Q3 		$3.3M Buy
167,789
+7,546
+5% +$140K ﹤0.01% 1449
2024
Q2 		$2.56M Buy
160,243
+24,722
+18% +$385K ﹤0.01% 1554
2024
Q1 		$2.2M Buy
135,521
+12,282
+10% +$188K ﹤0.01% 1651
2023
Q4 		$1.89M Buy
123,239
+768
+0.6% +$11.1K ﹤0.01% 1709
2023
Q3 		$1.72M Buy
122,471
+1,530
+1% +$23.5K ﹤0.01% 1690
2023
Q2 		$1.93M Buy
120,941
+10,931
+10% +$169K ﹤0.01% 1652
2023
Q1 		$1.63M Buy
110,010
+30,370
+38% +$499K ﹤0.01% 1718
2022
Q4 		$1.28M Buy
79,640
+5,543
+7% +$93.3K ﹤0.01% 1816
2022
Q3 		$1.2M Buy
74,097
+2,168
+3% +$40.7K ﹤0.01% 1832
2022
Q2 		$1.27M Buy
71,929
+13,833
+24% +$288K ﹤0.01% 1822
2022
Q1 		$1.43M Buy
58,096
+9,630
+20% +$231K ﹤0.01% 1875
2021
Q4 		$1.32M Buy
48,466
+7,594
+19% +$183K ﹤0.01% 1912
2021
Q3 		$936K Buy
40,872
+5,568
+16% +$130K ﹤0.01% 2147
2021
Q2 		$770K Buy
35,304
+13,059
+59% +$278K ﹤0.01% 2291
2021
Q1 		$426K Buy
+22,245
New +$375K ﹤0.01% 2580
2020
Q1 		– Sell
-16,600
Closed -$261K – 3085
2019
Q4 		$261K Sell
16,600
-13,400
-45% -$202K ﹤0.01% 2609
2019
Q3 		$422K Sell
30,000
-10,701
-26% -$139K ﹤0.01% 2254
2019
Q2 		$505K Sell
40,701
-87,000
-68% -$1.17M ﹤0.01% 2202
2019
Q1 		$1.8M Buy
+127,701
New +$1.71M 0.01% 1299

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

Stifel Financial's UMH Position: Q2 2026 in Review

Stifel Financial sold out of UMH Properties (UMH) in Q2 2026, closing a stake of 77,380 shares — an estimated $1.12M sold.

Stifel Financial first reported a position in UMH in Q1 2019 and held it in 25 quarters. The position peaked at $3.35M in Q1 2025. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Stifel Financial reported no remaining UMH Properties position as of Q2 2026 after selling out during the quarter.
  • Stifel Financial sold 77,380 UMH Properties shares in Q2 2026, an estimated $1.12M.
  • Stifel Financial first reported a position in UMH Properties in Q1 2019 and held it in 25 quarters.
  • Stifel Financial's UMH Properties position peaked at $3.35M in Q1 2025.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.