WS
UMH

Wedbush Securities’s UMH Properties UMH Stock Holding History

Wedbush Securities’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
Q1 		$2.71M Sell
187,758
-3,539
-2% -$54.8K 0.08% 202
2025
Q4 		$3.04M Sell
191,297
-44
-0% -$661 0.09% 173
2025
Q3 		$2.84M Buy
191,341
+10,952
+6% +$175K 0.09% 152
2025
Q2 		$3.03M Sell
180,389
-2,948
-2% -$50.4K 0.11% 143
2025
Q1 		$3.43M Sell
183,337
-3,214
-2% -$58.5K 0.13% 120
2024
Q4 		$3.52M Sell
186,551
-337
-0.2% -$6.43K 0.13% 117
2024
Q3 		$3.68M Sell
186,888
-33,165
-15% -$617K 0.14% 114
2024
Q2 		$3.52M Buy
220,053
+8,671
+4% +$135K 0.13% 118
2024
Q1 		$3.43M Buy
211,382
+35,721
+20% +$547K 0.13% 120
2023
Q4 		$2.69M Buy
175,661
+37,779
+27% +$544K 0.12% 126
2023
Q3 		$1.93M Buy
137,882
+49,245
+56% +$757K 0.1% 160
2023
Q2 		$1.42M Buy
88,637
+5,500
+7% +$85.1K 0.07% 228
2023
Q1 		$1.23M Buy
83,137
+29,763
+56% +$489K 0.06% 267
2022
Q4 		$859K Buy
53,374
+12,592
+31% +$212K 0.05% 344
2022
Q3 		$659K Buy
40,782
+11,645
+40% +$219K 0.04% 416
2022
Q2 		$515K Buy
29,137
+13,404
+85% +$279K 0.03% 518
2022
Q1 		$387K Buy
15,733
+5,222
+50% +$125K 0.02% 683
2021
Q4 		$287K Hold
10,511
– – 0.01% 889
2021
Q3 		$241K Hold
10,511
– – 0.01% 970
2021
Q2 		$229K Sell
10,511
-2,816
-21% -$60K 0.01% 999
2021
Q1 		$255K Sell
13,327
-20,687
-61% -$348K 0.01% 883
2020
Q4 		$504K Sell
34,014
-71,350
-68% -$1.04M 0.04% 457
2020
Q3 		$1.43M Buy
105,364
+11,607
+12% +$155K 0.14% 159
2020
Q2 		$1.21M Buy
93,757
+8,953
+11% +$108K 0.11% 181
2020
Q1 		$921K Buy
84,804
+10,030
+13% +$146K 0.11% 195
2019
Q4 		$1.18M Sell
74,774
-3,523
-4% -$53.1K 0.1% 209
2019
Q3 		$1.1M Sell
78,297
-16,742
-18% -$217K 0.11% 217
2019
Q2 		$1.18M Buy
95,039
+543
+0.6% +$7.31K 0.12% 203
2019
Q1 		$1.33M Buy
94,496
+1,142
+1% +$15.3K 0.14% 170
2018
Q4 		$1.1M Buy
93,354
+287
+0.3% +$3.89K 0.14% 175
2018
Q3 		$1.46M Sell
93,067
-8,949
-9% -$141K 0.17% 134
2018
Q2 		$1.57M Buy
102,016
+1,037
+1% +$14.6K 0.19% 116
2018
Q1 		$1.35M Buy
100,979
+5,922
+6% +$77.1K 0.18% 130
2017
Q4 		$1.42M Sell
95,057
-3,814
-4% -$58K 0.17% 132
2017
Q3 		$1.54M Sell
98,871
-10,616
-10% -$170K 0.2% 100
2017
Q2 		$1.87M Buy
109,487
+13,565
+14% +$224K 0.24% 86
2017
Q1 		$1.46M Buy
95,922
+28,184
+42% +$410K 0.2% 107
2016
Q4 		$1.02M Hold
67,738
– – 0.15% 157
2016
Q3 		$807K Hold
67,738
– – 0.12% 184
2016
Q2 		$762K Hold
67,738
– – 0.12% 179
2016
Q1 		$672K Hold
67,738
– – 0.12% 192
2015
Q4 		$686K Hold
67,738
– – 0.12% 184
2015
Q3 		$630K Buy
67,738
+4,000
+6% +$38.1K 0.13% 183
2015
Q2 		$625K Buy
63,738
+1,000
+2% +$10K 0.12% 214
2015
Q1 		$632K Sell
62,738
-1,100
-2% -$10.6K 0.11% 212
2014
Q4 		$610K Buy
63,838
+3,700
+6% +$35.6K 0.09% 214
2014
Q3 		$571K Buy
60,138
+1,000
+2% +$9.97K 0.09% 232
2014
Q2 		$593K Sell
59,138
-2,500
-4% -$24.7K 0.09% 227
2014
Q1 		$603K Hold
61,638
– – 0.11% 205
2013
Q4 		$581K Buy
61,638
+6,200
+11% +$60.4K 0.14% 179
2013
Q3 		$550K Buy
55,438
+4,000
+8% +$41.1K 0.15% 168
2013
Q2 		$528K Buy
+51,438
New +$554K 0.14% 175

Other funds holding UMH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Wedbush Securities's UMH Position: Q1 2026 in Review

Wedbush Securities reduced its UMH Properties (UMH) stake by 1.9% in Q1 2026, selling an estimated $54.8K and leaving 187,758 shares worth $2.71M. The position accounts for 0.08% of the portfolio, ranked #202.

Wedbush Securities first reported a position in UMH in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.68M in Q3 2024. 268 funds tracked by Wall St. Rank hold UMH as of Q1 2026.

  • Wedbush Securities held 187,758 shares of UMH Properties worth $2.71M as of Q1 2026.
  • Wedbush Securities sold 3,539 UMH Properties shares in Q1 2026, an estimated $54.8K.
  • UMH Properties made up 0.08% of Wedbush Securities's portfolio in Q1 2026, its #202 holding.
  • Wedbush Securities first reported a position in UMH Properties in Q2 2013 and has held it in 52 quarters since.
  • Wedbush Securities's UMH Properties position peaked at $3.68M in Q3 2024.
  • 268 funds tracked by Wall St. Rank held UMH Properties as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.