Geode Capital Management’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 | $33.6M | Buy |
1,999,240
+103,446
| +5% | +$1.74M | ﹤0.01% | 1655 |
|
|
2025
Q1 | $35.5M | Buy |
1,895,794
+57,239
| +3% | +$1.07M | ﹤0.01% | 1574 |
|
|
2024
Q4 | $34.7M | Buy |
1,838,555
+134,761
| +8% | +$2.54M | ﹤0.01% | 1657 |
|
|
2024
Q3 | $33.5M | Buy |
1,703,794
+59,705
| +4% | +$1.17M | ﹤0.01% | 1683 |
|
|
2024
Q2 | $26.3M | Buy |
1,644,089
+120,635
| +8% | +$1.93M | ﹤0.01% | 1776 |
|
|
2024
Q1 | $24.7M | Buy |
1,523,454
+45,744
| +3% | +$743K | ﹤0.01% | 1792 |
|
|
2023
Q4 | $22.6M | Buy |
1,477,710
+144,720
| +11% | +$2.22M | ﹤0.01% | 1830 |
|
|
2023
Q3 | $18.7M | Buy |
1,332,990
+102,579
| +8% | +$1.44M | ﹤0.01% | 1866 |
|
|
2023
Q2 | $19.7M | Buy |
1,230,411
+95,711
| +8% | +$1.53M | ﹤0.01% | 1867 |
|
|
2023
Q1 | $16.8M | Buy |
1,134,700
+67,646
| +6% | +$1M | ﹤0.01% | 1921 |
|
|
2022
Q4 | $17.2M | Buy |
1,067,054
+33,306
| +3% | +$536K | ﹤0.01% | 1872 |
|
|
2022
Q3 | $16.7M | Buy |
1,033,748
+3,364
| +0.3% | +$54.3K | ﹤0.01% | 1870 |
|
|
2022
Q2 | $18.2M | Buy |
1,030,384
+81,393
| +9% | +$1.44M | ﹤0.01% | 1829 |
|
|
2022
Q1 | $23.3M | Buy |
948,991
+45,185
| +5% | +$1.11M | ﹤0.01% | 1796 |
|
|
2021
Q4 | $24.7M | Buy |
903,806
+23,365
| +3% | +$639K | ﹤0.01% | 1812 |
|
|
2021
Q3 | $20.2M | Buy |
880,441
+44,434
| +5% | +$1.02M | ﹤0.01% | 1953 |
|
|
2021
Q2 | $18.2M | Buy |
836,007
+72,744
| +10% | +$1.59M | ﹤0.01% | 2029 |
|
|
2021
Q1 | $14.6M | Buy |
763,263
+63,443
| +9% | +$1.22M | ﹤0.01% | 2084 |
|
|
2020
Q4 | $10.4M | Buy |
699,820
+146,968
| +27% | +$2.18M | ﹤0.01% | 2154 |
|
|
2020
Q3 | $7.49M | Buy |
552,852
+16,917
| +3% | +$229K | ﹤0.01% | 2146 |
|
|
2020
Q2 | $6.93M | Buy |
535,935
+11,616
| +2% | +$150K | ﹤0.01% | 2149 |
|
|
2020
Q1 | $5.69M | Buy |
524,319
+35,927
| +7% | +$390K | ﹤0.01% | 2068 |
|
|
2019
Q4 | $7.68M | Buy |
488,392
+32,397
| +7% | +$510K | ﹤0.01% | 2190 |
|
|
2019
Q3 | $6.42M | Buy |
455,995
+19,937
| +5% | +$281K | ﹤0.01% | 2231 |
|
|
2019
Q2 | $5.41M | Buy |
436,058
+34,339
| +9% | +$426K | ﹤0.01% | 2331 |
|
|
2019
Q1 | $5.66M | Buy |
401,719
+21,376
| +6% | +$301K | ﹤0.01% | 2261 |
|
|
2018
Q4 | $4.5M | Buy |
380,343
+20,106
| +6% | +$238K | ﹤0.01% | 2282 |
|
|
2018
Q3 | $5.63M | Buy |
360,237
+11,831
| +3% | +$185K | ﹤0.01% | 2277 |
|
|
2018
Q2 | $5.35M | Buy |
348,406
+23,877
| +7% | +$367K | ﹤0.01% | 2283 |
|
|
2018
Q1 | $4.35M | Buy |
324,529
+4,449
| +1% | +$59.6K | ﹤0.01% | 2321 |
|
|
2017
Q4 | $4.77M | Buy |
320,080
+3,907
| +1% | +$58.2K | ﹤0.01% | 2241 |
|
|
2017
Q3 | $4.92M | Buy |
316,173
+56,083
| +22% | +$872K | ﹤0.01% | 2218 |
|
|
2017
Q2 | $4.43M | Buy |
260,090
+24,227
| +10% | +$413K | ﹤0.01% | 2237 |
|
|
2017
Q1 | $3.59M | Buy |
235,863
+11,643
| +5% | +$177K | ﹤0.01% | 2310 |
|
|
2016
Q4 | $3.37M | Buy |
224,220
+11,351
| +5% | +$171K | ﹤0.01% | 2314 |
|
|
2016
Q3 | $2.54M | Buy |
212,869
+68,674
| +48% | +$818K | ﹤0.01% | 2415 |
|
|
2016
Q2 | $1.62M | Buy |
144,195
+7,363
| +5% | +$82.8K | ﹤0.01% | 2621 |
|
|
2016
Q1 | $1.36K | Buy |
136,832
+873
| +0.6% | +$9 | ﹤0.01% | 2720 |
|
|
2015
Q4 | $1.38M | Buy |
135,959
+6,369
| +5% | +$64.4K | ﹤0.01% | 2727 |
|
|
2015
Q3 | $1.21M | Hold |
129,590
| – | – | ﹤0.01% | 2763 |
|
|
2015
Q2 | $1.27M | Buy |
129,590
+2,583
| +2% | +$25.3K | ﹤0.01% | 2780 |
|
|
2015
Q1 | $1.28M | Buy |
127,007
+14,769
| +13% | +$149K | ﹤0.01% | 2726 |
|
|
2014
Q4 | $1.07M | Buy |
112,238
+3,390
| +3% | +$32.3K | ﹤0.01% | 2794 |
|
|
2014
Q3 | $1.03M | Buy |
108,848
+21,719
| +25% | +$206K | ﹤0.01% | 2754 |
|
|
2014
Q2 | $873K | Buy |
87,129
+2,630
| +3% | +$26.4K | ﹤0.01% | 2875 |
|
|
2014
Q1 | $826K | Buy |
84,499
+20,849
| +33% | +$204K | ﹤0.01% | 2898 |
|
|
2013
Q4 | $599K | Sell |
63,650
-2,264
| -3% | -$21.3K | ﹤0.01% | 2999 |
|
|
2013
Q3 | $655K | Buy |
65,914
+1,830
| +3% | +$18.2K | ﹤0.01% | 2817 |
|
|
2013
Q2 | $658K | Buy |
+64,084
| New | +$658K | ﹤0.01% | 2713 |
|