YIM
UMH

Yoffe Investment Management’s UMH Properties UMH Stock Holding History

Yoffe Investment Management’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 		$176K Hold
11,612
– – 0.2% 110
2026
Q1 		$168K Hold
11,612
– – 0.21% 109
2025
Q4 		$185K Hold
11,612
– – 0.24% 110
2025
Q3 		$172K Hold
11,612
– – 0.22% 111
2025
Q2 		$195K Buy
11,612
+1
+0% +$17 0.27% 111
2025
Q1 		$217K Sell
11,611
-1
-0% -$18 0.32% 106
2024
Q4 		$219K Buy
+11,612
New +$221K 0.33% 106

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Yoffe Investment Management's UMH Position: Q2 2026 in Review

Yoffe Investment Management held its UMH Properties (UMH) position steady in Q2 2026 at 11,612 shares worth $176K. The position accounts for 0.2% of the portfolio, ranked #110.

Yoffe Investment Management first reported a position in UMH in Q4 2024 and has held it in 7 quarters since. The position peaked at $219K in Q4 2024. 239 funds tracked by Wall St. Rank hold UMH as of Q2 2026.

  • Yoffe Investment Management held 11,612 shares of UMH Properties worth $176K as of Q2 2026.
  • Yoffe Investment Management left its UMH Properties share count unchanged in Q2 2026.
  • UMH Properties made up 0.2% of Yoffe Investment Management's portfolio in Q2 2026, its #110 holding.
  • Yoffe Investment Management first reported a position in UMH Properties in Q4 2024 and has held it in 7 quarters since.
  • Yoffe Investment Management's UMH Properties position peaked at $219K in Q4 2024.
  • 239 funds tracked by Wall St. Rank held UMH Properties as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.