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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $23.6M | Sell |
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|
2025
Q2 | $42.8M | Sell |
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|
2025
Q1 | $51.3M | Sell |
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|
2024
Q4 | $53.4M | Buy |
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|
2024
Q3 | $54.3M | Buy |
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|
2024
Q2 | $44M | Buy |
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|
2024
Q1 | $39.3M | Buy |
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|
2023
Q4 | $35.8M | Sell |
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|
2023
Q3 | $33.9M | Buy |
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|
2023
Q2 | $38.6M | Buy |
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|
2023
Q1 | $35.5M | Buy |
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|
2022
Q4 | $26.9M | Buy |
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|
2022
Q3 | $26M | Buy |
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|
2022
Q2 | $28M | Sell |
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|
2022
Q1 | $39.3M | Buy |
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|
2021
Q4 | $42.9M | Buy |
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|
2021
Q3 | $34.7M | Buy |
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|
2021
Q2 | $31.6M | Buy |
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|
2021
Q1 | $18.5M | Buy |
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