Ameriprise’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.49M | Buy |
103,259
+8,277
| +9% | +$128K | ﹤0.01% | 3108 |
|
|
2025
Q4 | $1.51M | Sell |
94,982
-36,219
| -28% | -$544K | ﹤0.01% | 3146 |
|
|
2025
Q3 | $1.95M | Sell |
131,201
-1,881
| -1% | -$30.1K | ﹤0.01% | 3021 |
|
|
2025
Q2 | $2.23M | Sell |
133,082
-3,249
| -2% | -$55.6K | ﹤0.01% | 2894 |
|
|
2025
Q1 | $2.55M | Sell |
136,331
-359
| -0.3% | -$6.54K | ﹤0.01% | 2768 |
|
|
2024
Q4 | $2.58M | Sell |
136,690
-103,385
| -43% | -$1.97M | ﹤0.01% | 2778 |
|
|
2024
Q3 | $4.72M | Sell |
240,075
-37,745
| -14% | -$702K | ﹤0.01% | 2412 |
|
|
2024
Q2 | $4.44M | Sell |
277,820
-50,084
| -15% | -$780K | ﹤0.01% | 2393 |
|
|
2024
Q1 | $5.33M | Sell |
327,904
-13,581
| -4% | -$208K | ﹤0.01% | 2320 |
|
|
2023
Q4 | $5.23M | Buy |
341,485
+81
| +0% | +$1.17K | ﹤0.01% | 2314 |
|
|
2023
Q3 | $4.79M | Sell |
341,404
-26,342
| -7% | -$405K | ﹤0.01% | 2319 |
|
|
2023
Q2 | $5.88M | Buy |
367,746
+8,706
| +2% | +$135K | ﹤0.01% | 2217 |
|
|
2023
Q1 | $5.31M | Buy |
359,040
+21,311
| +6% | +$350K | ﹤0.01% | 2280 |
|
|
2022
Q4 | $5.44M | Sell |
337,729
-6,052
| -2% | -$102K | ﹤0.01% | 2230 |
|
|
2022
Q3 | $5.55M | Sell |
343,781
-212,724
| -38% | -$3.99M | ﹤0.01% | 2141 |
|
|
2022
Q2 | $9.83M | Sell |
556,505
-95,147
| -15% | -$1.98M | ﹤0.01% | 1764 |
|
|
2022
Q1 | $16M | Buy |
651,652
+8,456
| +1% | +$203K | ﹤0.01% | 1525 |
|
|
2021
Q4 | $17.6M | Buy |
643,196
+389,028
| +153% | +$9.37M | ﹤0.01% | 1528 |
|
|
2021
Q3 | $5.82M | Sell |
254,168
-133,197
| -34% | -$3.11M | ﹤0.01% | 2282 |
|
|
2021
Q2 | $8.45M | Buy |
387,365
+262,232
| +210% | +$5.59M | ﹤0.01% | 2065 |
|
|
2021
Q1 | $2.4M | Buy |
125,133
+14,536
| +13% | +$245K | ﹤0.01% | 2789 |
|
|
2020
Q4 | $1.64M | Sell |
110,597
-486,739
| -81% | -$7.07M | ﹤0.01% | 2880 |
|
|
2020
Q3 | $8.09M | Sell |
597,336
-824,591
| -58% | -$11M | ﹤0.01% | 1711 |
|
|
2020
Q2 | $18.4M | Sell |
1,421,927
-537,972
| -27% | -$6.5M | 0.01% | 1104 |
|
|
2020
Q1 | $21.3M | Buy |
1,959,899
+349,400
| +22% | +$5.08M | 0.01% | 905 |
|
|
2019
Q4 | $25.3M | Sell |
1,610,499
-12,806
| -0.8% | -$193K | 0.01% | 1022 |
|
|
2019
Q3 | $22.8M | Sell |
1,623,305
-70,674
| -4% | -$916K | 0.01% | 1043 |
|
|
2019
Q2 | $21M | Buy |
1,693,979
+115,269
| +7% | +$1.55M | 0.01% | 1124 |
|
|
2019
Q1 | $22.2M | Sell |
1,578,710
-434,806
| -22% | -$5.83M | 0.01% | 1058 |
|
|
2018
Q4 | $23.8M | Buy |
2,013,516
+338,712
| +20% | +$4.59M | 0.01% | 957 |
|
|
2018
Q3 | $26.2M | Buy |
1,674,804
+401,386
| +32% | +$6.31M | 0.01% | 1103 |
|
|
2018
Q2 | $19.5M | Buy |
1,273,418
+752,570
| +144% | +$10.6M | 0.01% | 1195 |
|
|
2018
Q1 | $6.99M | Buy |
520,848
+429,029
| +467% | +$5.59M | ﹤0.01% | 1932 |
|
|
2017
Q4 | $1.37M | Buy |
91,819
+11,215
| +14% | +$171K | ﹤0.01% | 2843 |
|
|
2017
Q3 | $1.25M | Sell |
80,604
-61,585
| -43% | -$986K | ﹤0.01% | 2865 |
|
|
2017
Q2 | $2.42M | Buy |
142,189
+202
| +0.1% | +$3.33K | ﹤0.01% | 2511 |
|
|
2017
Q1 | $2.16M | Buy |
141,987
+18,641
| +15% | +$272K | ﹤0.01% | 2545 |
|
|
2016
Q4 | $1.86M | Buy |
+123,346
| New | +$1.58M | ﹤0.01% | 2662 |
|
|
2014
Q4 | – | Sell |
-2,290
| Closed | -$22K | – | 4377 |
|
|
2014
Q3 | $22K | Buy |
2,290
+850
| +59% | +$8.47K | ﹤0.01% | 4435 |
|
|
2014
Q2 | $14K | Buy |
1,440
+1,080
| +300% | +$10.7K | ﹤0.01% | 4512 |
|
|
2014
Q1 | $4K | Buy |
360
+180
| +100% | +$1.7K | ﹤0.01% | 4854 |
|
|
2013
Q4 | $2K | Sell |
180
-943
| -84% | -$9.19K | ﹤0.01% | 4895 |
|
|
2013
Q3 | $11K | Sell |
1,123
-270
| -19% | -$2.77K | ﹤0.01% | 4853 |
|
|
2013
Q2 | $15K | Buy |
+1,393
| New | +$15K | ﹤0.01% | 4494 |
|
Other funds holding UMH
VPM
VCM
PMG