Thrivent Financial for Lutherans
UMH

Thrivent Financial for Lutherans’s UMH Properties UMH Stock Holding History

Thrivent Financial for Lutherans’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 		$451K Sell
29,807
-1,190
-4% -$18.2K ﹤0.01% 2356
2026
Q1 		$447K Buy
30,997
+3,842
+14% +$59.5K ﹤0.01% 2264
2025
Q4 		$432K Buy
+27,155
New +$408K ﹤0.01% 2304
2025
Q2 		– Sell
-28,517
Closed -$533K – 2579
2025
Q1 		$533K Buy
+28,517
New +$519K ﹤0.01% 2046
2022
Q3 		– Sell
-66,017
Closed -$1.17M – 2476
2022
Q2 		$1.17M Sell
66,017
-31,093
-32% -$646K ﹤0.01% 1603
2022
Q1 		$2.39M Hold
97,110
– – ﹤0.01% 1217
2021
Q4 		$2.65M Buy
97,110
+27,557
+40% +$664K 0.01% 1211
2021
Q3 		$1.59M Buy
69,553
+35,441
+104% +$827K ﹤0.01% 1517
2021
Q2 		$744K Sell
34,112
-7,856
-19% -$167K ﹤0.01% 2012
2021
Q1 		$804K Sell
41,968
-20,201
-32% -$340K ﹤0.01% 2000
2020
Q4 		$920K Hold
62,169
– – ﹤0.01% 1803
2020
Q3 		$842K Buy
62,169
+1,409
+2% +$18.8K ﹤0.01% 1671
2020
Q2 		$785K Hold
60,760
– – ﹤0.01% 1658
2020
Q1 		$659K Hold
60,760
– – ﹤0.01% 1564
2019
Q4 		$956K Buy
60,760
+7,354
+14% +$111K ﹤0.01% 1519
2019
Q3 		$752K Hold
53,406
– – ﹤0.01% 1600
2019
Q2 		$663K Hold
53,406
– – ﹤0.01% 1655
2019
Q1 		$752K Buy
53,406
+38,493
+258% +$516K ﹤0.01% 1554
2018
Q4 		$177K Buy
+14,913
New +$202K ﹤0.01% 1944
2016
Q1 		– Sell
-88,391
Closed -$894K – 2027
2015
Q4 		$894K Buy
+88,391
New +$871K ﹤0.01% 1105

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

Thrivent Financial for Lutherans's UMH Position: Q2 2026 in Review

Thrivent Financial for Lutherans reduced its UMH Properties (UMH) stake by 3.8% in Q2 2026, selling an estimated $18.2K and leaving 29,807 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #2356.

Thrivent Financial for Lutherans first reported a position in UMH in Q4 2015 and has held it in 20 quarters since. The position peaked at $2.65M in Q4 2021. 259 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Thrivent Financial for Lutherans held 29,807 shares of UMH Properties worth $451K as of Q2 2026.
  • Thrivent Financial for Lutherans sold 1,190 UMH Properties shares in Q2 2026, an estimated $18.2K.
  • UMH Properties made up ﹤0.01% of Thrivent Financial for Lutherans's portfolio in Q2 2026, its #2356 holding.
  • Thrivent Financial for Lutherans first reported a position in UMH Properties in Q4 2015 and has held it in 20 quarters since.
  • Thrivent Financial for Lutherans's UMH Properties position peaked at $2.65M in Q4 2021.
  • 259 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2026, filed 14 Aug 2026.