WA
UMH

WPG Advisers’s UMH Properties UMH Stock Holding History

WPG Advisers’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 		$984 Hold
65
– – ﹤0.01% 1336
2026
Q1 		$938 Buy
65
+7
+12% +$108 ﹤0.01% 1270
2025
Q4 		$923 Sell
58
-34
-37% -$511 ﹤0.01% 1300
2025
Q3 		$1.37K Hold
92
– – ﹤0.01% 1216
2025
Q2 		$1.54K Sell
92
-290
-76% -$4.96K ﹤0.01% 1181
2025
Q1 		$7.14K Buy
382
+293
+329% +$5.33K 0.01% 751
2024
Q4 		$1.68K Buy
+89
New +$1.7K ﹤0.01% 1116

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

WPG Advisers's UMH Position: Q2 2026 in Review

WPG Advisers held its UMH Properties (UMH) position steady in Q2 2026 at 65 shares worth $984. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

WPG Advisers first reported a position in UMH in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.14K in Q1 2025. 258 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • WPG Advisers held 65 shares of UMH Properties worth $984 as of Q2 2026.
  • WPG Advisers left its UMH Properties share count unchanged in Q2 2026.
  • UMH Properties made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1336 holding.
  • WPG Advisers first reported a position in UMH Properties in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's UMH Properties position peaked at $7.14K in Q1 2025.
  • 258 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.