Position in UMH
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$3,028
-$5,298 QoQ
Shares Held
200
-65.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#229
of 255 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $650,961 across 4 REIT - Residential names. UMH ranks #4 (0.5% of the industry book) .
All Filings in UMH
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,028 | 200 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $8,326 | 577 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $9,180 | 577 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $8,568 | 577 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,329 | 377 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,049 | 377 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,117 | 377 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $7,415 | 377 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,028 | 377 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $6,122 | 377 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,775 | 377 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $5,285 | 377 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||