Kennedy 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 | $9.25M | Sell |
550,879
-21,728
| -4% | -$365K | 0.22% | 155 |
|
|
2025
Q1 | $10.7M | Sell |
572,607
-54,676
| -9% | -$1.02M | 0.26% | 126 |
|
|
2024
Q4 | $11.8M | Sell |
627,283
-18,265
| -3% | -$345K | 0.26% | 106 |
|
|
2024
Q3 | $12.7M | Sell |
645,548
-75,357
| -10% | -$1.48M | 0.28% | 95 |
|
|
2024
Q2 | $11.5M | Buy |
720,905
+56,528
| +9% | +$904K | 0.25% | 129 |
|
|
2024
Q1 | $10.8M | Buy |
664,377
+472,307
| +246% | +$7.67M | 0.22% | 155 |
|
|
2023
Q4 | $2.94M | Sell |
192,070
-3,274
| -2% | -$50.2K | 0.06% | 408 |
|
|
2023
Q3 | $2.74M | Hold |
195,344
| – | – | 0.07% | 405 |
|
|
2023
Q2 | $3.12M | Hold |
195,344
| – | – | 0.07% | 390 |
|
|
2023
Q1 | $2.89M | Hold |
195,344
| – | – | 0.09% | 353 |
|
|
2022
Q4 | $3.15M | Sell |
195,344
-183
| -0.1% | -$2.95K | 0.09% | 353 |
|
|
2022
Q3 | $3.16M | Sell |
195,527
-349
| -0.2% | -$5.64K | 0.09% | 347 |
|
|
2022
Q2 | $3.46M | Sell |
195,876
-1,852
| -0.9% | -$32.7K | 0.1% | 339 |
|
|
2022
Q1 | $4.86M | Buy |
+197,728
| New | +$4.86M | 0.12% | 313 |
|
|
2021
Q4 | – | Sell |
-11,104
| Closed | -$254K | – | 643 |
|
|
2021
Q3 | $254K | Sell |
11,104
-18,656
| -63% | -$427K | 0.01% | 614 |
|
|
2021
Q2 | $649K | Sell |
29,760
-172,091
| -85% | -$3.75M | 0.01% | 559 |
|
|
2021
Q1 | $3.87M | Sell |
201,851
-97,641
| -33% | -$1.87M | 0.08% | 422 |
|
|
2020
Q4 | $4.44M | Buy |
299,492
+4,681
| +2% | +$69.3K | 0.1% | 373 |
|
|
2020
Q3 | $3.99M | Sell |
294,811
-94,497
| -24% | -$1.28M | 0.11% | 353 |
|
|
2020
Q2 | $5.03M | Buy |
389,308
+54,073
| +16% | +$699K | 0.15% | 274 |
|
|
2020
Q1 | $3.64M | Buy |
335,235
+32,749
| +11% | +$356K | 0.13% | 287 |
|
|
2019
Q4 | $4.76M | Sell |
302,486
-561,923
| -65% | -$8.84M | 0.12% | 341 |
|
|
2019
Q3 | $12.2M | Buy |
864,409
+8,353
| +1% | +$118K | 0.3% | 75 |
|
|
2019
Q2 | $10.6M | Buy |
856,056
+683,418
| +396% | +$8.48M | 0.25% | 113 |
|
|
2019
Q1 | $2.43M | Buy |
+172,638
| New | +$2.43M | 0.06% | 505 |
|