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UMH Properties shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of UMH Properties (UMH) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in UMH Properties

Tip: Access up to 7 years of quarterly data

All positions including UMH Properties held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UMH Properties by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $404k 25k 15.99

More positions owned by H D Vest Advisory Services

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)

View all positions for H D Vest Advisory Services

Top funds holding UMH Properties

BlackRock
Vanguard Group
BlackRock
T. Rowe Price Investment Management
Copeland Capital Management
American Century Companies
William Blair Investment Management
State Street Corporation
Capital Research Global Investors
Geode Capital Management
Jennison Associates
Private Management Group
Bank of America Corporation
Dimensional Fund Advisors
Charles Schwab Investment Management

View all funds holding UMH Properties