RAFFA WEALTH MANAGEMENT, LLC’s UMH Properties UMH Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$560	Hold	37	–	–	﹤0.01%	1171
2026 Q1	$534	Hold	37	–	–	﹤0.01%	1059
2025 Q4	$589	Hold	37	–	–	﹤0.01%	1046
2025 Q3	$549	Hold	37	–	–	﹤0.01%	1051
2025 Q2	$621	Hold	37	–	–	﹤0.01%	957
2025 Q1	$692	Hold	37	–	–	﹤0.01%	903
2024 Q4	$699	Hold	37	–	–	﹤0.01%	945
2024 Q3	$728	Hold	37	–	–	﹤0.01%	917
2024 Q2	$592	Hold	37	–	–	﹤0.01%	1021
2024 Q1	$601	Hold	37	–	–	﹤0.01%	1016
2023 Q4	$567	Hold	37	–	–	﹤0.01%	948
2023 Q3	$519	Hold	37	–	–	﹤0.01%	933
2023 Q2	$591	Hold	37	–	–	﹤0.01%	931
2023 Q1	$547	Hold	37	–	–	﹤0.01%	947
2022 Q4	$596	Hold	37	–	–	﹤0.01%	918
2022 Q3	$598	Hold	37	–	–	﹤0.01%	974
2022 Q2	$653	Hold	37	–	–	﹤0.01%	950
2022 Q1	$910	Hold	37	–	–	﹤0.01%	900
2021 Q4	$1.01K	Hold	37	–	–	﹤0.01%	869
2021 Q3	$847	Hold	37	–	–	﹤0.01%	894
2021 Q2	$807	Hold	37	–	–	﹤0.01%	922
2021 Q1	$709	Buy	+37	New	+$623	﹤0.01%	959

Other funds holding UMH

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

WCM

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SLA

Silver Lake Advisory Cottonwood Heights, Utah $280M AUM 30.28% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 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

RAFFA WEALTH MANAGEMENT, LLC's UMH Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its UMH Properties (UMH) position steady in Q2 2026 at 37 shares worth $560. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in UMH in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.01K in Q4 2021. 62 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 37 shares of UMH Properties worth $560 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its UMH Properties share count unchanged in Q2 2026.
UMH Properties made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1171 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in UMH Properties in Q1 2021 and has held it in 22 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's UMH Properties position peaked at $1.01K in Q4 2021.
62 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.