Invesco’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 | $3.42M | Buy |
203,827
+23,108
| +13% | +$388K | ﹤0.01% | 2368 |
|
|
2025
Q1 | $3.38M | Sell |
180,719
-98,262
| -35% | -$1.84M | ﹤0.01% | 2325 |
|
|
2024
Q4 | $5.27M | Buy |
278,981
+54,247
| +24% | +$1.02M | ﹤0.01% | 2221 |
|
|
2024
Q3 | $4.42M | Buy |
224,734
+31,669
| +16% | +$623K | ﹤0.01% | 2290 |
|
|
2024
Q2 | $3.09M | Buy |
193,065
+6,722
| +4% | +$107K | ﹤0.01% | 2402 |
|
|
2024
Q1 | $3.03M | Sell |
186,343
-59,838
| -24% | -$972K | ﹤0.01% | 2482 |
|
|
2023
Q4 | $3.77M | Sell |
246,181
-379,283
| -61% | -$5.81M | ﹤0.01% | 2376 |
|
|
2023
Q3 | $8.77M | Buy |
625,464
+110,276
| +21% | +$1.55M | ﹤0.01% | 1851 |
|
|
2023
Q2 | $8.23M | Sell |
515,188
-61,709
| -11% | -$986K | ﹤0.01% | 1940 |
|
|
2023
Q1 | $8.53M | Buy |
576,897
+65,737
| +13% | +$972K | ﹤0.01% | 1915 |
|
|
2022
Q4 | $8.23M | Sell |
511,160
-95,493
| -16% | -$1.54M | ﹤0.01% | 1977 |
|
|
2022
Q3 | $9.8M | Buy |
606,653
+99,445
| +20% | +$1.61M | ﹤0.01% | 1799 |
|
|
2022
Q2 | $8.96M | Buy |
507,208
+117,956
| +30% | +$2.08M | ﹤0.01% | 1925 |
|
|
2022
Q1 | $9.57M | Buy |
389,252
+15,375
| +4% | +$378K | ﹤0.01% | 1987 |
|
|
2021
Q4 | $10.2M | Sell |
373,877
-101,999
| -21% | -$2.79M | ﹤0.01% | 1996 |
|
|
2021
Q3 | $10.9M | Sell |
475,876
-33,316
| -7% | -$763K | ﹤0.01% | 1952 |
|
|
2021
Q2 | $11.1M | Buy |
509,192
+53,701
| +12% | +$1.17M | ﹤0.01% | 1983 |
|
|
2021
Q1 | $8.73M | Buy |
455,491
+78,901
| +21% | +$1.51M | ﹤0.01% | 2036 |
|
|
2020
Q4 | $5.58M | Buy |
376,590
+342,311
| +999% | +$5.07M | ﹤0.01% | 2119 |
|
|
2020
Q3 | $464K | Sell |
34,279
-982
| -3% | -$13.3K | ﹤0.01% | 3134 |
|
|
2020
Q2 | $456K | Sell |
35,261
-3,744
| -10% | -$48.4K | ﹤0.01% | 3153 |
|
|
2020
Q1 | $423K | Sell |
39,005
-5,461
| -12% | -$59.2K | ﹤0.01% | 3106 |
|
|
2019
Q4 | $699K | Sell |
44,466
-2,926
| -6% | -$46K | ﹤0.01% | 3102 |
|
|
2019
Q3 | $667K | Sell |
47,392
-1,848
| -4% | -$26K | ﹤0.01% | 3138 |
|
|
2019
Q2 | $611K | Sell |
49,240
-1,693
| -3% | -$21K | ﹤0.01% | 3229 |
|
|
2019
Q1 | $717K | Sell |
50,933
-6,521
| -11% | -$91.8K | ﹤0.01% | 3151 |
|
|
2018
Q4 | $680K | Buy |
57,454
+6,229
| +12% | +$73.7K | ﹤0.01% | 3129 |
|
|
2018
Q3 | $801K | Sell |
51,225
-291
| -0.6% | -$4.55K | ﹤0.01% | 3207 |
|
|
2018
Q2 | $791K | Buy |
51,516
+8,948
| +21% | +$137K | ﹤0.01% | 3238 |
|
|
2018
Q1 | $571K | Buy |
42,568
+12,682
| +42% | +$170K | ﹤0.01% | 3271 |
|
|
2017
Q4 | $445K | Buy |
29,886
+896
| +3% | +$13.3K | ﹤0.01% | 3344 |
|
|
2017
Q3 | $451K | Buy |
28,990
+553
| +2% | +$8.6K | ﹤0.01% | 3339 |
|
|
2017
Q2 | $485K | Buy |
28,437
+589
| +2% | +$10K | ﹤0.01% | 3331 |
|
|
2017
Q1 | $424K | Sell |
27,848
-2,924
| -10% | -$44.5K | ﹤0.01% | 3399 |
|
|
2016
Q4 | $463K | Buy |
30,772
+2,392
| +8% | +$36K | ﹤0.01% | 3334 |
|
|
2016
Q3 | $338K | Buy |
28,380
+5,421
| +24% | +$64.6K | ﹤0.01% | 3392 |
|
|
2016
Q2 | $258K | Sell |
22,959
-444
| -2% | -$4.99K | ﹤0.01% | 3463 |
|
|
2016
Q1 | $232K | Sell |
23,403
-3,136
| -12% | -$31.1K | ﹤0.01% | 3522 |
|
|
2015
Q4 | $269K | Buy |
26,539
+836
| +3% | +$8.47K | ﹤0.01% | 3487 |
|
|
2015
Q3 | $239K | Buy |
25,703
+778
| +3% | +$7.23K | ﹤0.01% | 3517 |
|
|
2015
Q2 | $244K | Buy |
24,925
+679
| +3% | +$6.65K | ﹤0.01% | 3650 |
|
|
2015
Q1 | $244K | Buy |
24,246
+5,471
| +29% | +$55.1K | ﹤0.01% | 3613 |
|
|
2014
Q4 | $179K | Buy |
18,775
+974
| +5% | +$9.29K | ﹤0.01% | 3675 |
|
|
2014
Q3 | $169K | Buy |
17,801
+924
| +5% | +$8.77K | ﹤0.01% | 3732 |
|
|
2014
Q2 | $169K | Sell |
16,877
-140
| -0.8% | -$1.4K | ﹤0.01% | 3768 |
|
|
2014
Q1 | $166K | Buy |
17,017
+15,872
| +1,386% | +$155K | ﹤0.01% | 3827 |
|
|
2013
Q4 | $11K | Buy |
1,145
+35
| +3% | +$336 | ﹤0.01% | 4196 |
|
|
2013
Q3 | $11K | Hold |
1,110
| – | – | ﹤0.01% | 4206 |
|
|
2013
Q2 | $11K | Buy |
+1,110
| New | +$11K | ﹤0.01% | 4175 |
|