WA
UMH

WESPAC Advisors’s UMH Properties UMH Stock Holding History

WESPAC Advisors’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 		$993K Buy
+65,587
New +$1M 0.48% 64

Other funds holding UMH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
CI
Cherokee Insurance Sterling Heights, Michigan $259M AUM 39.68% 1-Year Est. Return

WESPAC Advisors's UMH Position: Q2 2026 in Review

WESPAC Advisors opened a new position in UMH Properties (UMH) in Q2 2026: 65,587 shares worth $993K. The stake represents 0.48% of the portfolio and ranks #64 among its holdings.

130 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • WESPAC Advisors held 65,587 shares of UMH Properties worth $993K as of Q2 2026.
  • UMH Properties was a new WESPAC Advisors position in Q2 2026.
  • UMH Properties made up 0.48% of WESPAC Advisors's portfolio in Q2 2026, its #64 holding.
  • 130 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.