Copeland Capital Management’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 | $42.8M | Sell |
2,552,058
-191,716
| -7% | -$3.22M | 0.88% | 48 |
|
|
2025
Q1 | $51.3M | Sell |
2,743,774
-84,695
| -3% | -$1.58M | 1.03% | 40 |
|
|
2024
Q4 | $53.4M | Buy |
2,828,469
+67,353
| +2% | +$1.27M | 0.99% | 42 |
|
|
2024
Q3 | $54.3M | Buy |
2,761,116
+8,946
| +0.3% | +$176K | 0.94% | 45 |
|
|
2024
Q2 | $44M | Buy |
2,752,170
+330,263
| +14% | +$5.28M | 0.82% | 52 |
|
|
2024
Q1 | $39.3M | Buy |
2,421,907
+86,478
| +4% | +$1.4M | 0.71% | 59 |
|
|
2023
Q4 | $35.8M | Sell |
2,335,429
-79,776
| -3% | -$1.22M | 0.72% | 59 |
|
|
2023
Q3 | $33.9M | Buy |
2,415,205
+1,290
| +0.1% | +$18.1K | 0.73% | 60 |
|
|
2023
Q2 | $38.6M | Buy |
2,413,915
+15,314
| +0.6% | +$245K | 0.8% | 55 |
|
|
2023
Q1 | $35.5M | Buy |
2,398,601
+726,254
| +43% | +$10.7M | 0.83% | 54 |
|
|
2022
Q4 | $26.9M | Buy |
1,672,347
+62,654
| +4% | +$1.01M | 0.71% | 60 |
|
|
2022
Q3 | $26M | Buy |
1,609,693
+25,934
| +2% | +$419K | 0.86% | 53 |
|
|
2022
Q2 | $28M | Sell |
1,583,759
-14,746
| -0.9% | -$260K | 0.89% | 55 |
|
|
2022
Q1 | $39.3M | Buy |
1,598,505
+29,395
| +2% | +$723K | 1.08% | 44 |
|
|
2021
Q4 | $42.9M | Buy |
1,569,110
+54,704
| +4% | +$1.5M | 1.11% | 40 |
|
|
2021
Q3 | $34.7M | Buy |
1,514,406
+65,956
| +5% | +$1.51M | 0.99% | 46 |
|
|
2021
Q2 | $31.6M | Buy |
1,448,450
+481,964
| +50% | +$10.5M | 0.95% | 47 |
|
|
2021
Q1 | $18.5M | Buy |
+966,486
| New | +$18.5M | 0.58% | 66 |
|