Crestwood Advisors Group’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	$232K	Buy	13,836 +240	+2%	+$4.03K	﹤0.01%	488
2025 Q1	$254K	Hold	13,596	–	–	﹤0.01%	450
2024 Q4	$257K	Hold	13,596	–	–	﹤0.01%	406
2024 Q3	$267K	Hold	13,596	–	–	0.01%	385
2024 Q2	$217K	Hold	13,596	–	–	﹤0.01%	405
2024 Q1	$221K	Hold	13,596	–	–	﹤0.01%	396
2023 Q4	$208K	Hold	13,596	–	–	﹤0.01%	384
2023 Q3	$191K	Sell	13,596 -295	-2%	-$4.14K	0.01%	351
2023 Q2	$222K	Buy	13,891 +295	+2%	+$4.71K	0.01%	238
2023 Q1	$201K	Hold	13,596	–	–	0.01%	249
2022 Q4	$219K	Hold	13,596	–	–	0.01%	246
2022 Q3	$220K	Sell	13,596 -1,442	-10%	-$23.3K	0.01%	243
2022 Q2	$266K	Hold	15,038	–	–	0.01%	229
2022 Q1	$370K	Hold	15,038	–	–	0.01%	226
2021 Q4	$411K	Hold	15,038	–	–	0.01%	220
2021 Q3	$344K	Buy	15,038 +1,142	+8%	+$26.1K	0.01%	220
2021 Q2	$303K	Hold	13,896	–	–	0.01%	230
2021 Q1	$266K	Hold	13,896	–	–	0.01%	230
2020 Q4	$206K	Hold	13,896	–	–	0.01%	254
2020 Q3	$188K	Hold	13,896	–	–	0.01%	229
2020 Q2	$180K	Hold	13,896	–	–	0.01%	226
2020 Q1	$151K	Hold	13,896	–	–	0.01%	214
2019 Q4	$219K	Hold	13,896	–	–	0.01%	241
2019 Q3	$196K	Hold	13,896	–	–	0.01%	244
2019 Q2	$172K	Hold	13,896	–	–	0.01%	230
2019 Q1	$196K	Hold	13,896	–	–	0.01%	170
2018 Q4	$165K	Hold	13,896	–	–	0.01%	153
2018 Q3	$217K	Hold	13,896	–	–	0.02%	156
2018 Q2	$216K	Hold	13,896	–	–	0.02%	158
2018 Q1	$186K	Buy	+13,896	New	+$186K	0.01%	163