Vert Asset Management’s UMH Properties UMH Stock Holding History

Vert Asset 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	$579K	Buy	38,237 +511	+1%	+$7.82K	0.16%	39
2026 Q1	$544K	Buy	37,726 +479	+1%	+$7.41K	0.17%	38
2025 Q4	$593K	Buy	37,247 +1,564	+4%	+$23.5K	0.2%	39
2025 Q3	$530K	Buy	35,683 +1,089	+3%	+$17.4K	0.18%	39
2025 Q2	$581K	Sell	34,594 -2,724	-7%	-$46.6K	0.21%	37
2025 Q1	$698K	Buy	37,318 +6,050	+19%	+$110K	0.24%	35
2024 Q4	$590K	Buy	31,268 +5,670	+22%	+$108K	0.2%	36
2024 Q3	$504K	Hold	25,598	–	–	0.17%	38
2024 Q2	$409K	Buy	25,598 +1,284	+5%	+$20K	0.16%	39
2024 Q1	$395K	Buy	24,314 +414	+2%	+$6.34K	0.17%	39
2023 Q4	$366K	Hold	23,900	–	–	0.16%	39
2023 Q3	$335K	Hold	23,900	–	–	0.17%	39
2023 Q2	$382K	Hold	23,900	–	–	0.2%	38
2023 Q1	$353K	Buy	23,900 +11,353	+90%	+$186K	0.21%	35
2022 Q4	$202K	Buy	+12,547	New	+$211K	0.18%	38
2022 Q2	–	Sell	-8,904	Closed	-$219K	–	42
2022 Q1	$219K	Buy	8,904 +677	+8%	+$16.3K	0.18%	41
2021 Q4	$225K	Buy	+8,227	New	+$198K	0.19%	44

Other funds holding UMH

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

HPCM

Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

UIA

Ulland Investment Advisors Minneapolis, Minnesota $136M AUM 32.68% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWM

BCO Wealth Management Carlsbad, New Mexico $183M AUM 15.82% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

YIM

Yoffe Investment Management Lemoyne, Pennsylvania $87.4M AUM 30.8% 1-Year Est. Return

Vert Asset Management's UMH Position: Q2 2026 in Review

Vert Asset Management increased its UMH Properties (UMH) stake by 1.4% in Q2 2026, buying an estimated $7.82K and bringing the position to 38,237 shares worth $579K. The position accounts for 0.16% of the portfolio, ranked #39.

Vert Asset Management first reported a position in UMH in Q4 2021 and has held it in 17 quarters since. The position peaked at $698K in Q1 2025. 18 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Vert Asset Management held 38,237 shares of UMH Properties worth $579K as of Q2 2026.
Vert Asset Management bought 511 UMH Properties shares in Q2 2026, an estimated $7.82K.
UMH Properties made up 0.16% of Vert Asset Management's portfolio in Q2 2026, its #39 holding.
Vert Asset Management first reported a position in UMH Properties in Q4 2021 and has held it in 17 quarters since.
Vert Asset Management's UMH Properties position peaked at $698K in Q1 2025.
18 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Vert Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.