Stone House Investment Management’s UMH Properties UMH Stock Holding History

Stone House Investment 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	$27.5K	Hold	1,816	–	–	﹤0.01%	290
2026 Q1	$26.2K	Hold	1,816	–	–	﹤0.01%	253
2025 Q4	$28.9K	Hold	1,816	–	–	﹤0.01%	218
2025 Q3	$27K	Hold	1,816	–	–	﹤0.01%	202
2025 Q2	$30.5K	Hold	1,816	–	–	0.01%	186
2025 Q1	$34K	Buy	+1,816	New	+$33.1K	0.01%	176
2024 Q4	–	Sell	-1,816	Closed	-$35.7K	–	332
2024 Q3	$35.7K	Buy	1,816 +234	+15%	+$4.35K	0.01%	141
2024 Q2	$25.3K	Hold	1,582	–	–	0.01%	169
2024 Q1	$25.7K	Buy	+1,582	New	+$24.2K	0.01%	177

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

Stone House Investment Management's UMH Position: Q2 2026 in Review

Stone House Investment Management held its UMH Properties (UMH) position steady in Q2 2026 at 1,816 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Stone House Investment Management first reported a position in UMH in Q1 2024 and has held it in 9 quarters since. The position peaked at $35.7K in Q3 2024. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Stone House Investment Management held 1,816 shares of UMH Properties worth $27.5K as of Q2 2026.
Stone House Investment Management left its UMH Properties share count unchanged in Q2 2026.
UMH Properties made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #290 holding.
Stone House Investment Management first reported a position in UMH Properties in Q1 2024 and has held it in 9 quarters since.
Stone House Investment Management's UMH Properties position peaked at $35.7K in Q3 2024.
258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.