WAP
UMH

Wealthcare Advisory Partners’s UMH Properties UMH Stock Holding History

Wealthcare Advisory Partners’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 		– Sell
-11,836
Closed -$171K – 1150
2026
Q1 		$171K Buy
11,836
+390
+3% +$6.04K ﹤0.01% 1030
2025
Q4 		$182K Sell
11,446
-2,461
-18% -$37K ﹤0.01% 1028
2025
Q3 		$207K Sell
13,907
-1,421
-9% -$22.7K ﹤0.01% 969
2025
Q2 		$257K Sell
15,328
-1,160
-7% -$19.9K 0.01% 845
2025
Q1 		$308K Buy
16,488
+559
+4% +$10.2K 0.01% 738
2024
Q4 		$301K Sell
15,929
-6,428
-29% -$123K 0.01% 712
2024
Q3 		$440K Buy
22,357
+3,742
+20% +$69.6K 0.01% 597
2024
Q2 		$298K Buy
18,615
+3,000
+19% +$46.7K 0.01% 683
2024
Q1 		$254K Buy
15,615
+1,090
+8% +$16.7K 0.01% 720
2023
Q4 		$223K Buy
14,525
+3,064
+27% +$44.2K 0.01% 688
2023
Q3 		$161K Buy
+11,461
New +$176K 0.01% 670
2021
Q2 		– Sell
-86
Closed -$2K – 1785
2021
Q1 		$2K Buy
+86
New +$1.45K ﹤0.01% 1925
2020
Q2 		– Sell
-82
Closed -$1K – 1286
2020
Q1 		$1K Buy
82
+1
+1% +$15 ﹤0.01% 1438
2019
Q4 		$1K Buy
81
+1
+1% +$15 ﹤0.01% 1352
2019
Q3 		$1K Hold
80
– – ﹤0.01% 1309
2019
Q2 		$1K Hold
80
– – ﹤0.01% 1277
2019
Q1 		$1K Hold
80
– – ﹤0.01% 1181
2018
Q4 		$1K Hold
80
– – ﹤0.01% 1167
2018
Q3 		$1K Buy
+80
New +$1.26K ﹤0.01% 1199

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

Wealthcare Advisory Partners's UMH Position: Q2 2026 in Review

Wealthcare Advisory Partners sold out of UMH Properties (UMH) in Q2 2026, closing a stake of 11,836 shares — an estimated $171K sold.

Wealthcare Advisory Partners first reported a position in UMH in Q3 2018 and held it in 19 quarters. The position peaked at $440K in Q3 2024. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Wealthcare Advisory Partners reported no remaining UMH Properties position as of Q2 2026 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 11,836 UMH Properties shares in Q2 2026, an estimated $171K.
  • Wealthcare Advisory Partners first reported a position in UMH Properties in Q3 2018 and held it in 19 quarters.
  • Wealthcare Advisory Partners's UMH Properties position peaked at $440K in Q3 2024.
  • 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.