Creative Planning’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 | $361K | Sell |
25,019
-12,042
| -32% | -$186K | ﹤0.01% | 3279 |
|
|
2025
Q4 | $590K | Buy |
37,061
+19,479
| +111% | +$293K | ﹤0.01% | 2691 |
|
|
2025
Q3 | $261K | Buy |
17,582
+3,077
| +21% | +$49.3K | ﹤0.01% | 3259 |
|
|
2025
Q2 | $244K | Buy |
+14,505
| New | +$248K | ﹤0.01% | 3074 |
|
|
2025
Q1 | – | Sell |
-5,053
| Closed | -$95.4K | – | 3733 |
|
|
2024
Q4 | $95.4K | Sell |
5,053
-8,552
| -63% | -$163K | ﹤0.01% | 3164 |
|
|
2024
Q3 | $268K | Buy |
13,605
+481
| +4% | +$8.95K | ﹤0.01% | 2614 |
|
|
2024
Q2 | $210K | Sell |
13,124
-687
| -5% | -$10.7K | ﹤0.01% | 2645 |
|
|
2024
Q1 | $224K | Buy |
13,811
+812
| +6% | +$12.4K | ﹤0.01% | 2493 |
|
|
2023
Q4 | $199K | Buy |
+12,999
| New | +$187K | ﹤0.01% | 2439 |
|
|
2023
Q3 | – | Sell |
-22,252
| Closed | -$356K | – | 3039 |
|
|
2023
Q2 | $356K | Buy |
+22,252
| New | +$344K | ﹤0.01% | 1777 |
|
|
2017
Q3 | – | Sell |
-6,049
| Closed | -$103K | – | 3610 |
|
|
2017
Q2 | $103K | Buy |
6,049
+4,200
| +227% | +$69.2K | ﹤0.01% | 1977 |
|
|
2017
Q1 | $28K | Hold |
1,849
| – | – | ﹤0.01% | 2891 |
|
|
2016
Q4 | $28K | Sell |
1,849
-300
| -14% | -$3.84K | ﹤0.01% | 2844 |
|
|
2016
Q3 | $26K | Hold |
2,149
| – | – | ﹤0.01% | 2875 |
|
|
2016
Q2 | $24K | Buy |
2,149
+2,049
| +2,049% | +$20.7K | ﹤0.01% | 2670 |
|
|
2016
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 4182 |
|
|
2015
Q4 | $1K | Sell |
100
-500
| -83% | -$4.93K | ﹤0.01% | 4258 |
|
|
2015
Q3 | $6K | Buy |
+600
| New | +$5.71K | ﹤0.01% | 3534 |
|
|
2015
Q2 | – | Sell |
-600
| Closed | -$6K | – | 2920 |
|
|
2015
Q1 | $6K | Sell |
600
-1,000
| -63% | -$9.67K | ﹤0.01% | 3477 |
|
|
2014
Q4 | $15K | Buy |
1,600
+1,000
| +167% | +$9.63K | ﹤0.01% | 2872 |
|
|
2014
Q3 | $6K | Buy |
600
+500
| +500% | +$4.99K | ﹤0.01% | 3221 |
|
|
2014
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 3669 |
|
|
2014
Q1 | $1K | Buy |
+100
| New | +$944 | ﹤0.01% | 3529 |
|
|
2013
Q4 | – | Sell |
-2,627
| Closed | -$26K | – | 3481 |
|
|
2013
Q3 | $26K | Buy |
+2,627
| New | +$27K | ﹤0.01% | 1943 |
|
Other funds holding UMH
VPM
VCM
PMG