Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s UMH Properties UMH Stock Holding History

Wealth Enhancement Advisory Services’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	$461K	Buy	30,191 +15,280	+102%	+$234K	﹤0.01%	2759
2026 Q1	$218K	Sell	14,911 -3,149	-17%	-$48.7K	﹤0.01%	3073
2025 Q4	$290K	Buy	+18,060	New	+$271K	﹤0.01%	2948

Other funds holding UMH

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

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

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

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

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

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

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

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

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

Carnegie Lake Advisors Princeton, New Jersey $268M AUM 22.32% 1-Year Est. Return

Wealth Enhancement Advisory Services's UMH Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its UMH Properties (UMH) stake by 102% in Q2 2026, buying an estimated $234K and bringing the position to 30,191 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #2759.

Wealth Enhancement Advisory Services first reported a position in UMH in Q4 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

Wealth Enhancement Advisory Services held 30,191 shares of UMH Properties worth $461K as of Q2 2026.
Wealth Enhancement Advisory Services bought 15,280 UMH Properties shares in Q2 2026, an estimated $234K.
UMH Properties made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2759 holding.
Wealth Enhancement Advisory Services first reported a position in UMH Properties in Q4 2025 and has held it in 3 quarters since.
43 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.