UMH
First Trust Advisors’s UMH Properties UMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
99,133
+23,817
| +32% | +$400K | ﹤0.01% | 1898 |
|
|
2025
Q1 | $1.41M | Sell |
75,316
-61,049
| -45% | -$1.14M | ﹤0.01% | 1921 |
|
|
2024
Q4 | $2.57M | Buy |
136,365
+63,776
| +88% | +$1.2M | ﹤0.01% | 1698 |
|
|
2024
Q3 | $1.43M | Buy |
72,589
+4,329
| +6% | +$85.2K | ﹤0.01% | 1909 |
|
|
2024
Q2 | $1.09M | Buy |
+68,260
| New | +$1.09M | ﹤0.01% | 1925 |
|
|
2022
Q2 | – | Sell |
-8,901
| Closed | -$219K | – | 2611 |
|
|
2022
Q1 | $219K | Buy |
8,901
+133
| +2% | +$3.27K | ﹤0.01% | 2452 |
|
|
2021
Q4 | $240K | Buy |
+8,768
| New | +$240K | ﹤0.01% | 2428 |
|
|
2021
Q3 | – | Sell |
-111,140
| Closed | -$2.43M | – | 2640 |
|
|
2021
Q2 | $2.43M | Buy |
111,140
+5,866
| +6% | +$128K | ﹤0.01% | 1735 |
|
|
2021
Q1 | $2.02M | Buy |
105,274
+8,270
| +9% | +$159K | ﹤0.01% | 1724 |
|
|
2020
Q4 | $1.44M | Sell |
97,004
-3,785
| -4% | -$56.1K | ﹤0.01% | 1742 |
|
|
2020
Q3 | $1.37M | Buy |
+100,789
| New | +$1.37M | ﹤0.01% | 1592 |
|
|
2016
Q4 | – | Sell |
-11,691
| Closed | -$139K | – | 2507 |
|
|
2016
Q3 | $139K | Buy |
+11,691
| New | +$139K | ﹤0.01% | 2263 |
|
|
2015
Q1 | – | Sell |
-10,534
| Closed | -$101K | – | 2307 |
|
|
2014
Q4 | $101K | Buy |
+10,534
| New | +$101K | ﹤0.01% | 2231 |
|
|
2013
Q3 | – | Sell |
-10,306
| Closed | -$106K | – | 2320 |
|
|
2013
Q2 | $106K | Buy |
+10,306
| New | +$106K | ﹤0.01% | 2190 |
|