WealthTrust Axiom LLC

SEC CIK: 0001425949
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

UMH holding history

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

UMH overview All 13F holders of UMH Full Q2 2026 holdings

Shares (Q2 2026): 103,627
Value: $1.57M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of UMH by WealthTrust Axiom LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	103,627	$1.57M	0.4%	−4,403−4.1%	Reduced	Holders
Q1 2026	108,030	$1.56M	0.4%	−500−0.5%	Reduced	Holders
Q4 2025	108,530	$1.73M	0.4%	−200−0.2%	Reduced	Holders
Q3 2025	108,730	$1.61M	0.4%	−6,000−5.2%	Reduced	Holders
Q2 2025	114,730	$1.93M	0.6%	−8,550−6.9%	Reduced	Holders
Q1 2025	123,280	$2.31M	0.7%	−5,185−4.0%	Reduced	Holders
Q4 2024	128,465	$2.43M	0.7%	+400+0.3%	Added	Holders
Q3 2024	128,065	$2.52M	0.7%	−1,000−0.8%	Reduced	Holders
Q2 2024	129,065	$2.06M	0.7%	−500−0.4%	Reduced	Holders
Q1 2024	129,565	$2.10M	0.7%	−5,249−3.9%	Reduced	Holders
Q4 2023	134,814	$2.07M	0.7%	+1,500+1.1%	Added	Holders
Q3 2023	133,314	$1.87M	0.7%	+1,850+1.4%	Added	Holders
Q2 2023	131,464	$2.10M	0.7%	+5,250+4.2%	Added	Holders
Q1 2023	126,214	$1.87M	0.6%	+400+0.3%	Added	Holders
Q4 2022	125,814	$2.03M	0.7%	+10,349+9.0%	Added	Holders
Q3 2022	115,465	$1.86M	0.7%	+15,750+15.8%	Added	Holders
Q2 2022	99,715	$1.76M	0.6%	−250−0.3%	Reduced	Holders
Q1 2022	99,965	$2.46M	0.8%	−1,000−1.0%	Reduced	Holders
Q4 2021	100,965	$2.76M	0.9%	−1,100−1.1%	Reduced	Holders
Q3 2021	102,065	$2.34M	0.8%	−6,000−5.6%	Reduced	Holders
Q2 2021	108,065	$2.36M	0.8%	−3,244−2.9%	Reduced	Holders
Q1 2021	111,309	$2.13M	0.7%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.