Stockman Wealth Management’s UMH Properties UMH Stock Holding History

Stockman 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 Q2	$151K	Hold	10,000	–	–	0.02%	175
2026 Q1	$144K	Hold	10,000	–	–	0.02%	176
2025 Q4	$159K	Hold	10,000	–	–	0.02%	175
2025 Q3	$149K	Hold	10,000	–	–	0.02%	173
2025 Q2	$168K	Sell	10,000 -750	-7%	-$12.8K	0.02%	170
2025 Q1	$201K	Hold	10,750	–	–	0.03%	161
2024 Q4	$203K	Hold	10,750	–	–	0.03%	161
2024 Q3	$211K	Hold	10,750	–	–	0.03%	175
2024 Q2	$172K	Hold	10,750	–	–	0.03%	172
2024 Q1	$175K	Hold	10,750	–	–	0.03%	174
2023 Q4	$165K	Hold	10,750	–	–	0.03%	170
2023 Q3	$151K	Sell	10,750 -5,000	-32%	-$76.9K	0.03%	180
2023 Q2	$252K	Sell	15,750 -1,000	-6%	-$15.5K	0.05%	164
2023 Q1	$248K	Buy	+16,750	New	+$275K	0.06%	178

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

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

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

Stockman Wealth Management's UMH Position: Q2 2026 in Review

Stockman Wealth Management held its UMH Properties (UMH) position steady in Q2 2026 at 10,000 shares worth $151K. The position accounts for 0.02% of the portfolio, ranked #175.

Stockman Wealth Management first reported a position in UMH in Q1 2023 and has held it in 14 quarters since. The position peaked at $252K in Q2 2023. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Stockman Wealth Management held 10,000 shares of UMH Properties worth $151K as of Q2 2026.
Stockman Wealth Management left its UMH Properties share count unchanged in Q2 2026.
UMH Properties made up 0.02% of Stockman Wealth Management's portfolio in Q2 2026, its #175 holding.
Stockman Wealth Management first reported a position in UMH Properties in Q1 2023 and has held it in 14 quarters since.
Stockman Wealth Management's UMH Properties position peaked at $252K in Q2 2023.
239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.