Skip to main content

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

UMH holding history

Umh Properties, Inc. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UMH overviewAll 13F holders of UMHFull Q2 2026 holdings

Shares (Q2 2026)
145
Value
$2.20K
% of portfolio
<0.1%
Quarters held
2
Since Q4 2025
Holdings of UMH by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026145$2.20K<0.1%+145NewHolders
Q1 20260$00.0%−11−100.0%Sold outHolders
Q4 202511$176<0.1%+11NewHolders