Daiwa Securities 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 | $459K | Buy |
27,334
+2,188
| +9% | +$36.7K | ﹤0.01% | 882 |
|
|
2025
Q1 | $470K | Buy |
25,146
+906
| +4% | +$16.9K | ﹤0.01% | 838 |
|
|
2024
Q4 | $458K | Buy |
24,240
+1,467
| +6% | +$27.7K | ﹤0.01% | 839 |
|
|
2024
Q3 | $448K | Buy |
22,773
+2,207
| +11% | +$43.4K | ﹤0.01% | 868 |
|
|
2024
Q2 | $329K | Buy |
20,566
+352
| +2% | +$5.63K | ﹤0.01% | 898 |
|
|
2024
Q1 | $328K | Buy |
20,214
+1,880
| +10% | +$30.5K | ﹤0.01% | 913 |
|
|
2023
Q4 | $281K | Sell |
18,334
-563
| -3% | -$8.63K | ﹤0.01% | 899 |
|
|
2023
Q3 | $265K | Buy |
18,897
+1,525
| +9% | +$21.4K | ﹤0.01% | 919 |
|
|
2023
Q2 | $278K | Buy |
17,372
+988
| +6% | +$15.8K | ﹤0.01% | 906 |
|
|
2023
Q1 | $242K | Buy |
16,384
+2,648
| +19% | +$39.1K | ﹤0.01% | 911 |
|
|
2022
Q4 | $221K | Sell |
13,736
-239
| -2% | -$3.85K | ﹤0.01% | 926 |
|
|
2022
Q3 | $226K | Sell |
13,975
-512
| -4% | -$8.28K | ﹤0.01% | 924 |
|
|
2022
Q2 | $256K | Buy |
14,487
+970
| +7% | +$17.1K | ﹤0.01% | 933 |
|
|
2022
Q1 | $332K | Buy |
13,517
+359
| +3% | +$8.82K | ﹤0.01% | 924 |
|
|
2021
Q4 | $360K | Buy |
13,158
+2,099
| +19% | +$57.4K | ﹤0.01% | 911 |
|
|
2021
Q3 | $253K | Buy |
11,059
+191
| +2% | +$4.37K | ﹤0.01% | 931 |
|
|
2021
Q2 | $237K | Buy |
10,868
+2,000
| +23% | +$43.6K | ﹤0.01% | 919 |
|
|
2021
Q1 | $170K | Hold |
8,868
| – | – | ﹤0.01% | 929 |
|
|
2020
Q4 | $131K | Hold |
8,868
| – | – | ﹤0.01% | 911 |
|
|
2020
Q3 | $120K | Sell |
8,868
-205,113
| -96% | -$2.78M | ﹤0.01% | 898 |
|
|
2020
Q2 | $126K | Hold |
213,981
| – | – | ﹤0.01% | 828 |
|
|
2020
Q1 | $2.32M | Buy |
213,981
+208,281
| +3,654% | +$2.26M | 0.02% | 298 |
|
|
2019
Q4 | $90K | Hold |
5,700
| – | – | ﹤0.01% | 948 |
|
|
2019
Q3 | $80K | Hold |
5,700
| – | – | ﹤0.01% | 936 |
|
|
2019
Q2 | $71K | Hold |
5,700
| – | – | ﹤0.01% | 947 |
|
|
2019
Q1 | $80K | Buy |
5,700
+1,400
| +33% | +$19.6K | ﹤0.01% | 927 |
|
|
2018
Q4 | $51K | Hold |
4,300
| – | – | ﹤0.01% | 921 |
|
|
2018
Q3 | $67K | Sell |
4,300
-100
| -2% | -$1.56K | ﹤0.01% | 945 |
|
|
2018
Q2 | $68K | Buy |
4,400
+1,300
| +42% | +$20.1K | ﹤0.01% | 964 |
|
|
2018
Q1 | $42K | Hold |
3,100
| – | – | ﹤0.01% | 955 |
|
|
2017
Q4 | $46K | Hold |
3,100
| – | – | ﹤0.01% | 958 |
|
|
2017
Q3 | $48K | Buy |
3,100
+600
| +24% | +$9.29K | ﹤0.01% | 940 |
|
|
2017
Q2 | $43K | Buy |
2,500
+600
| +32% | +$10.3K | ﹤0.01% | 961 |
|
|
2017
Q1 | $29K | Buy |
1,900
+700
| +58% | +$10.7K | ﹤0.01% | 944 |
|
|
2016
Q4 | $18K | Buy |
1,200
+400
| +50% | +$6K | ﹤0.01% | 993 |
|
|
2016
Q3 | $10K | Hold |
800
| – | – | ﹤0.01% | 930 |
|
|
2016
Q2 | $9K | Sell |
800
-100
| -11% | -$1.13K | ﹤0.01% | 928 |
|
|
2016
Q1 | $9K | Hold |
900
| – | – | ﹤0.01% | 921 |
|
|
2015
Q4 | $9K | Buy |
900
+200
| +29% | +$2K | ﹤0.01% | 952 |
|
|
2015
Q3 | $7K | Buy |
700
+100
| +17% | +$1K | ﹤0.01% | 953 |
|
|
2015
Q2 | $6K | Hold |
600
| – | – | ﹤0.01% | 983 |
|
|
2015
Q1 | $6K | Sell |
600
-20,512
| -97% | -$205K | ﹤0.01% | 904 |
|
|
2014
Q4 | $548K | Buy |
21,112
+20,712
| +5,178% | +$538K | ﹤0.01% | 406 |
|
|
2014
Q3 | $4K | Hold |
400
| – | – | ﹤0.01% | 892 |
|
|
2014
Q2 | $4K | Hold |
400
| – | – | ﹤0.01% | 903 |
|
|
2014
Q1 | $4K | Hold |
400
| – | – | ﹤0.01% | 895 |
|
|
2013
Q4 | $4K | Hold |
400
| – | – | ﹤0.01% | 899 |
|
|
2013
Q3 | $4K | Hold |
400
| – | – | ﹤0.01% | 909 |
|
|
2013
Q2 | $4K | Buy |
+400
| New | +$4K | ﹤0.01% | 909 |
|