Wealth Enhancement Advisory Services
UMH

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

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

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. 259 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.
  • 259 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.