Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
UMH holding history
Umh Properties, Inc. in every 13F filed by Creative Planning, 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)
- 39,881
- Value
- $603.8K
- % of portfolio
- <0.1%
- Quarters held
- 11
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 39,881 | $603.8K | <0.1% | +14,862+59.4% | Added | Holders |
| Q1 2026 | 25,019 | $361.0K | <0.1% | −12,042−32.5% | Reduced | Holders |
| Q4 2025 | 37,061 | $589.6K | <0.1% | +19,479+110.8% | Added | Holders |
| Q3 2025 | 17,582 | $261.1K | <0.1% | +3,077+21.2% | Added | Holders |
| Q2 2025 | 14,505 | $243.5K | <0.1% | +14,505 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −5,053−100.0% | Sold out | Holders |
| Q4 2024 | 5,053 | $95.4K | <0.1% | −8,552−62.9% | Reduced | Holders |
| Q3 2024 | 13,605 | $267.6K | <0.1% | +481+3.7% | Added | Holders |
| Q2 2024 | 13,124 | $209.9K | <0.1% | −687−5.0% | Reduced | Holders |
| Q1 2024 | 13,811 | $224.3K | <0.1% | +812+6.2% | Added | Holders |
| Q4 2023 | 12,999 | $199.1K | <0.1% | +12,999 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −22,252−100.0% | Sold out | Holders |
| Q2 2023 | 22,252 | $355.6K | <0.1% | +22,252 | New | Holders |