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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.27M | Buy |
87,881
+76,828
| +695% | +$1.19M | ﹤0.01% | 2084 |
|
|
2025
Q4 | $176K | Sell |
11,053
-191
| -2% | -$2.87K | ﹤0.01% | 2574 |
|
|
2025
Q3 | $167K | Sell |
11,244
-87,889
| -89% | -$1.41M | ﹤0.01% | 2524 |
|
|
2025
Q2 | $1.66M | Buy |
99,133
+23,817
| +32% | +$408K | ﹤0.01% | 1898 |
|
|
2025
Q1 | $1.41M | Sell |
75,316
-61,049
| -45% | -$1.11M | ﹤0.01% | 1921 |
|
|
2024
Q4 | $2.57M | Buy |
136,365
+63,776
| +88% | +$1.22M | ﹤0.01% | 1698 |
|
|
2024
Q3 | $1.43M | Buy |
72,589
+4,329
| +6% | +$80.5K | ﹤0.01% | 1909 |
|
|
2024
Q2 | $1.09M | Buy |
+68,260
| New | +$1.06M | ﹤0.01% | 1925 |
|
|
2022
Q2 | – | Sell |
-8,901
| Closed | -$219K | – | 2611 |
|
|
2022
Q1 | $219K | Buy |
8,901
+133
| +2% | +$3.19K | ﹤0.01% | 2452 |
|
|
2021
Q4 | $240K | Buy |
+8,768
| New | +$211K | ﹤0.01% | 2428 |
|
|
2021
Q3 | – | Sell |
-111,140
| Closed | -$2.42M | – | 2640 |
|
|
2021
Q2 | $2.42M | Buy |
111,140
+5,866
| +6% | +$125K | ﹤0.01% | 1735 |
|
|
2021
Q1 | $2.02M | Buy |
105,274
+8,270
| +9% | +$139K | ﹤0.01% | 1724 |
|
|
2020
Q4 | $1.44M | Sell |
97,004
-3,785
| -4% | -$55K | ﹤0.01% | 1742 |
|
|
2020
Q3 | $1.36M | Buy |
+100,789
| New | +$1.34M | ﹤0.01% | 1592 |
|
|
2016
Q4 | – | Sell |
-11,691
| Closed | -$139K | – | 2507 |
|
|
2016
Q3 | $139K | Buy |
+11,691
| New | +$141K | ﹤0.01% | 2263 |
|
|
2015
Q1 | – | Sell |
-10,534
| Closed | -$101K | – | 2306 |
|
|
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 | +$111K | ﹤0.01% | 2190 |
|
Other funds holding UMH
VPM
VCM
PMG