Copeland Capital Management’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	$16.3M	Sell	1,130,858 -18,976	-2%	-$294K	0.36%	98
2025 Q4	$18.3M	Sell	1,149,834 -442,710	-28%	-$6.65M	0.41%	94
2025 Q3	$23.6M	Sell	1,592,544 -959,514	-38%	-$15.4M	0.49%	84
2025 Q2	$42.8M	Sell	2,552,058 -191,716	-7%	-$3.28M	0.88%	48
2025 Q1	$51.3M	Sell	2,743,774 -84,695	-3%	-$1.54M	1.03%	40
2024 Q4	$53.4M	Buy	2,828,469 +67,353	+2%	+$1.28M	0.99%	42
2024 Q3	$54.3M	Buy	2,761,116 +8,946	+0.3%	+$166K	0.94%	45
2024 Q2	$44M	Buy	2,752,170 +330,263	+14%	+$5.14M	0.82%	52
2024 Q1	$39.3M	Buy	2,421,907 +86,478	+4%	+$1.32M	0.71%	59
2023 Q4	$35.8M	Sell	2,335,429 -79,776	-3%	-$1.15M	0.72%	59
2023 Q3	$33.9M	Buy	2,415,205 +1,290	+0.1%	+$19.8K	0.73%	60
2023 Q2	$38.6M	Buy	2,413,915 +15,314	+0.6%	+$237K	0.8%	55
2023 Q1	$35.5M	Buy	2,398,601 +726,254	+43%	+$11.9M	0.83%	54
2022 Q4	$26.9M	Buy	1,672,347 +62,654	+4%	+$1.05M	0.71%	60
2022 Q3	$26M	Buy	1,609,693 +25,934	+2%	+$487K	0.86%	53
2022 Q2	$28M	Sell	1,583,759 -14,746	-0.9%	-$306K	0.89%	55
2022 Q1	$39.3M	Buy	1,598,505 +29,395	+2%	+$706K	1.08%	44
2021 Q4	$42.9M	Buy	1,569,110 +54,704	+4%	+$1.32M	1.11%	40
2021 Q3	$34.7M	Buy	1,514,406 +65,956	+5%	+$1.54M	0.99%	46
2021 Q2	$31.6M	Buy	1,448,450 +481,964	+50%	+$10.3M	0.95%	47
2021 Q1	$18.5M	Buy	+966,486	New	+$16.3M	0.58%	66