UIA
UMH

Ulland Investment Advisors’s UMH Properties UMH Stock Holding History

Ulland Investment Advisors’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 		$1.15M Buy
76,015
+9,800
+15% +$150K 0.85% 26
2026
Q1 		$955K Sell
66,215
-50
-0.1% -$774 0.82% 26
2025
Q4 		$1.05M Buy
66,265
+6,900
+12% +$104K 0.84% 27
2025
Q3 		$882K Buy
59,365
+30,450
+105% +$487K 0.66% 31
2025
Q2 		$485K Buy
28,915
+19,895
+221% +$340K 0.37% 42
2025
Q1 		$169K Buy
9,020
+5,105
+130% +$92.9K 0.14% 68
2024
Q4 		$74K Buy
3,915
+2,915
+292% +$55.6K 0.05% 96
2024
Q3 		$20K Buy
+1,000
New +$18.6K 0.01% 143

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

Ulland Investment Advisors's UMH Position: Q2 2026 in Review

Ulland Investment Advisors increased its UMH Properties (UMH) stake by 15% in Q2 2026, buying an estimated $150K and bringing the position to 76,015 shares worth $1.15M. The position accounts for 0.85% of the portfolio, ranked #26.

Ulland Investment Advisors first reported a position in UMH in Q3 2024 and has held it in 8 quarters since. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Ulland Investment Advisors held 76,015 shares of UMH Properties worth $1.15M as of Q2 2026.
  • Ulland Investment Advisors bought 9,800 UMH Properties shares in Q2 2026, an estimated $150K.
  • UMH Properties made up 0.85% of Ulland Investment Advisors's portfolio in Q2 2026, its #26 holding.
  • Ulland Investment Advisors first reported a position in UMH Properties in Q3 2024 and has held it in 8 quarters since.
  • 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.