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Wealthcare Advisory Partners LLC

SEC CIK
0001683059
Latest filing
Jul 9, 2026

UMH holding history

Umh Properties, Inc. in every 13F filed by Wealthcare Advisory Partners 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of UMH by Wealthcare Advisory Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−11,836−100.0%Sold outHolders
Q1 202611,836$170.8K<0.1%+390+3.4%AddedHolders
Q4 202511,446$182.1K<0.1%−2,461−17.7%ReducedHolders
Q3 202513,907$206.5K<0.1%−1,421−9.3%ReducedHolders
Q2 202515,328$257.4K<0.1%−1,160−7.0%ReducedHolders
Q1 202516,488$308.3K<0.1%+559+3.5%AddedHolders
Q4 202415,929$300.7K<0.1%−6,428−28.8%ReducedHolders
Q3 202422,357$439.8K<0.1%+3,742+20.1%AddedHolders
Q2 202418,615$297.7K<0.1%+3,000+19.2%AddedHolders
Q1 202415,615$253.6K<0.1%+1,090+7.5%AddedHolders
Q4 202314,525$222.5K<0.1%+3,064+26.7%AddedHolders
Q3 202311,461$160.7K<0.1%+11,461NewHolders
Q2 20210$00.0%−86−100.0%Sold outHolders
Q1 202186$2.00K<0.1%––Holders

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