Retirement Wealth Solutions LLC

Pension

Position in UMH — Umh Properties, Inc.

CIK 2044741 MARSHFIELD, WI

Position in UMH

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$726

+$34 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#244

of 255 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Retirement Wealth Solutions LLC holds $3,839 across 5 REIT - Residential names. UMH ranks #2 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ELS	Equity Lifestyle Properties Inc	21	$1,353
2	UMH	Umh Properties, Inc. This page	48	$726
3	VMRK	Vivmark Residential	9	$611
4	ESS	Essex Property Trust, Inc.	2	$583
5	AVB	Avalonbay Communities Inc	3	$566

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$726	48	0.0%	Shares	Sole	2026-07-07
2026-03-31	$692	48	-7.7%	Shares	Sole	2026-04-07
2025-12-31	$827	52	-47.5%	Shares	Sole	2026-01-07
2025-09-30	$1,470	99	-89.5%	Shares	Sole	2025-10-08
2025-06-30	$15,883	946	+0.3%	Shares	Sole	2025-07-07
2025-03-31	$17,634	943	+0.2%	Shares	Sole	2025-04-08
2024-12-31	$17,766	941	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.