Boston Partners’s UMH Properties UMH Stock Holding History

Boston Partners’s Portfolio UMH Stock Details UMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$679K	Buy	40,442 +60	+0.1%	+$1.01K	﹤0.01%	626
2025 Q1	$755K	Buy	40,382 +301	+0.8%	+$5.63K	﹤0.01%	588
2024 Q4	$757K	Sell	40,081 -32,251	-45%	-$609K	﹤0.01%	597
2024 Q3	$1.42M	Buy	72,332 +1,096	+2%	+$21.6K	﹤0.01%	558
2024 Q2	$1.14M	Buy	71,236 +37,852	+113%	+$605K	﹤0.01%	564
2024 Q1	$542K	Sell	33,384 -2,393	-7%	-$38.9K	﹤0.01%	686
2023 Q4	$548K	Sell	35,777 -15,300	-30%	-$234K	﹤0.01%	602
2023 Q3	$716K	Sell	51,077 -1,132	-2%	-$15.9K	﹤0.01%	592
2023 Q2	$834K	Sell	52,209 -68,787	-57%	-$1.1M	﹤0.01%	561
2023 Q1	$1.79M	Sell	120,996 -3,056	-2%	-$45.2K	﹤0.01%	476
2022 Q4	$2M	Buy	124,052 +9,767	+9%	+$157K	﹤0.01%	450
2022 Q3	$1.85M	Buy	114,285 +1,222	+1%	+$19.7K	﹤0.01%	454
2022 Q2	$2M	Sell	113,063 -6,075	-5%	-$107K	﹤0.01%	444
2022 Q1	$2.93M	Buy	119,138 +881	+0.7%	+$21.7K	﹤0.01%	433
2021 Q4	$3.23M	Sell	118,257 -4,099	-3%	-$112K	﹤0.01%	411
2021 Q3	$2.8M	Sell	122,356 -37,221	-23%	-$852K	﹤0.01%	421
2021 Q2	$3.48M	Sell	159,577 -96,926	-38%	-$2.11M	﹤0.01%	400
2021 Q1	$4.92M	Sell	256,503 -19,428	-7%	-$372K	0.01%	391
2020 Q4	$4.09M	Sell	275,931 -10,929	-4%	-$162K	0.01%	373
2020 Q3	$3.88M	Buy	286,860 +14,411	+5%	+$195K	0.01%	374
2020 Q2	$3.52M	Sell	272,449 -1,990	-0.7%	-$25.7K	0.01%	377
2020 Q1	$2.98M	Sell	274,439 -51,621	-16%	-$561K	0.01%	391
2019 Q4	$5.13M	Buy	326,060 +142,104	+77%	+$2.24M	0.01%	375
2019 Q3	$2.59M	Sell	183,956 -36,435	-17%	-$513K	﹤0.01%	444
2019 Q2	$2.74M	Sell	220,391 -2,279	-1%	-$28.3K	﹤0.01%	476
2019 Q1	$3.14M	Sell	222,670 -50,780	-19%	-$715K	﹤0.01%	470
2018 Q4	$3.24M	Sell	273,450 -64,420	-19%	-$763K	﹤0.01%	471
2018 Q3	$5.28M	Buy	337,870 +61,680	+22%	+$965K	0.01%	451
2018 Q2	$4.24M	Buy	+276,190	New	+$4.24M	0.01%	490