Ameritas Investment Partners’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Hold |
7,564
| – | – | ﹤0.01% | 1586 |
|
|
2025
Q1 | $141K | Hold |
7,564
| – | – | ﹤0.01% | 1474 |
|
|
2024
Q4 | $143K | Buy |
7,564
+1,365
| +22% | +$25.8K | ﹤0.01% | 1541 |
|
|
2024
Q3 | $122K | Hold |
6,199
| – | – | ﹤0.01% | 1660 |
|
|
2024
Q2 | $99.1K | Hold |
6,199
| – | – | ﹤0.01% | 1728 |
|
|
2024
Q1 | $101K | Hold |
6,199
| – | – | ﹤0.01% | 1731 |
|
|
2023
Q4 | $95K | Buy |
6,199
+729
| +13% | +$11.2K | ﹤0.01% | 1767 |
|
|
2023
Q3 | $76.7K | Buy |
5,470
+924
| +20% | +$13K | ﹤0.01% | 1836 |
|
|
2023
Q2 | $72.6K | Buy |
4,546
+832
| +22% | +$13.3K | ﹤0.01% | 1804 |
|
|
2023
Q1 | $54.9K | Hold |
3,714
| – | – | ﹤0.01% | 1918 |
|
|
2022
Q4 | $62.4K | Hold |
3,714
| – | – | ﹤0.01% | 1907 |
|
|
2022
Q3 | $59K | Hold |
3,714
| – | – | ﹤0.01% | 1861 |
|
|
2022
Q2 | $65K | Buy |
3,714
+586
| +19% | +$10.3K | ﹤0.01% | 1821 |
|
|
2022
Q1 | $77K | Hold |
3,128
| – | – | ﹤0.01% | 1800 |
|
|
2021
Q4 | $85K | Hold |
3,128
| – | – | ﹤0.01% | 1784 |
|
|
2021
Q3 | $72K | Hold |
3,128
| – | – | ﹤0.01% | 1909 |
|
|
2021
Q2 | $68K | Hold |
3,128
| – | – | ﹤0.01% | 1978 |
|
|
2021
Q1 | $60K | Hold |
3,128
| – | – | ﹤0.01% | 1981 |
|
|
2020
Q4 | $46K | Hold |
3,128
| – | – | ﹤0.01% | 2041 |
|
|
2020
Q3 | $42K | Hold |
3,128
| – | – | ﹤0.01% | 1944 |
|
|
2020
Q2 | $40K | Hold |
3,128
| – | – | ﹤0.01% | 1967 |
|
|
2020
Q1 | $34K | Hold |
3,128
| – | – | ﹤0.01% | 1882 |
|
|
2019
Q4 | $49K | Buy |
3,128
+683
| +28% | +$10.7K | ﹤0.01% | 1945 |
|
|
2019
Q3 | $34K | Hold |
2,445
| – | – | ﹤0.01% | 2108 |
|
|
2019
Q2 | $30K | Hold |
2,445
| – | – | ﹤0.01% | 2206 |
|
|
2019
Q1 | $34K | Hold |
2,445
| – | – | ﹤0.01% | 2091 |
|
|
2018
Q4 | $29K | Hold |
2,445
| – | – | ﹤0.01% | 2122 |
|
|
2018
Q3 | $38K | Hold |
2,445
| – | – | ﹤0.01% | 2141 |
|
|
2018
Q2 | $38K | Hold |
2,445
| – | – | ﹤0.01% | 2167 |
|
|
2018
Q1 | $33K | Hold |
2,445
| – | – | ﹤0.01% | 2159 |
|
|
2017
Q4 | $36K | Hold |
2,445
| – | – | ﹤0.01% | 2109 |
|
|
2017
Q3 | $38K | Hold |
2,445
| – | – | ﹤0.01% | 2056 |
|
|
2017
Q2 | $42K | Buy |
2,445
+620
| +34% | +$10.7K | ﹤0.01% | 2030 |
|
|
2017
Q1 | $28K | Buy |
+1,825
| New | +$28K | ﹤0.01% | 2206 |
|