TWD
UMH

True Wealth Design’s UMH Properties UMH Stock Holding History

True Wealth Design’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 		$2.47K Buy
163
+51
+46% +$780 ﹤0.01% 1605
2026
Q1 		$1.62K Sell
112
-10
-8% -$155 ﹤0.01% 1626
2025
Q4 		$1.94K Buy
122
+113
+1,256% +$1.7K ﹤0.01% 1466
2025
Q3 		$134 Sell
9
-6
-40% -$96 ﹤0.01% 2398
2025
Q2 		$252 Sell
15
-8
-35% -$137 ﹤0.01% 2003
2025
Q1 		$431 Buy
+23
New +$419 ﹤0.01% 1603

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

True Wealth Design's UMH Position: Q2 2026 in Review

True Wealth Design increased its UMH Properties (UMH) stake by 46% in Q2 2026, buying an estimated $780 and bringing the position to 163 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

True Wealth Design first reported a position in UMH in Q1 2025 and has held it in 6 quarters since. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • True Wealth Design held 163 shares of UMH Properties worth $2.47K as of Q2 2026.
  • True Wealth Design bought 51 UMH Properties shares in Q2 2026, an estimated $780.
  • UMH Properties made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1605 holding.
  • True Wealth Design first reported a position in UMH Properties in Q1 2025 and has held it in 6 quarters since.
  • 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.