First Trust Advisors’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $176K | Sell |
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|
2025
Q3 | $167K | Sell |
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|
2025
Q2 | $1.66M | Buy |
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|
2025
Q1 | $1.41M | Sell |
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|
2024
Q4 | $2.57M | Buy |
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|
2024
Q3 | $1.43M | Buy |
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|
2024
Q2 | $1.09M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $219K | Buy |
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|
2021
Q4 | $240K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.42M | Buy |
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|
2021
Q1 | $2.02M | Buy |
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|
2020
Q4 | $1.44M | Sell |
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|
2020
Q3 | $1.36M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $139K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $101K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $106K | Buy |
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