EP Wealth Advisors’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
$171K Sell
10,159
-37
-0.4% -$621 ﹤0.01% 1292
2025
Q1
$191K Buy
+10,196
New +$191K ﹤0.01% 1145