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UMH Properties shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of UMH Properties (UMH) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in UMH Properties

Tip: Access up to 7 years of quarterly data

All positions including UMH Properties held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UMH Properties by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $302k 20k 15.14
2026-03-31 $171k 12k 14.43
2025-12-31 $179k 11k 15.91
2022-06-30 $20k 1.1k 17.86

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Top funds holding UMH Properties

BlackRock
Vanguard Portfolio Management
FMR
State Street Corporation
Vanguard Capital Management
Capital Research Global Investors
Geode Capital Management
Goldman Sachs Group
Private Management Group
D.A. Davidson & Co.
Alliancebernstein
Charles Schwab Investment Management
Sixth Street Partners Management Company
Dimensional Fund Advisors
Bank of America Corporation

View all funds holding UMH Properties