Capital Analysts, LLC

SEC CIK: 0001624758
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

UMH holding history

Umh Properties, Inc. in every 13F filed by Capital Analysts, 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): 120
Value: $2.00K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of UMH by Capital Analysts, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	120	$2.00K	<0.1%	−63−34.4%	Reduced	Holders
Q1 2026	183	$3.00K	<0.1%	−58−24.1%	Reduced	Holders
Q4 2025	241	$4.00K	<0.1%	+241	New	Holders