LCM
UMH
LDR Capital Management’s UMH Properties UMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Buy |
138,168
+1,691
| +1% | +$28.4K | 3% | 16 |
|
|
2025
Q1 | $2.55M | Buy |
136,477
+5,011
| +4% | +$93.7K | 3.08% | 14 |
|
|
2024
Q4 | $2.48M | Sell |
131,466
-35,625
| -21% | -$673K | 3.36% | 9 |
|
|
2024
Q3 | $3.29M | Sell |
167,091
-69,370
| -29% | -$1.36M | 3.66% | 7 |
|
|
2024
Q2 | $3.78M | Hold |
236,461
| – | – | 3.44% | 10 |
|
|
2024
Q1 | $3.84M | Sell |
236,461
-14,578
| -6% | -$237K | 2.58% | 11 |
|
|
2023
Q4 | $3.85M | Hold |
251,039
| – | – | 2.15% | 12 |
|
|
2023
Q3 | $3.52M | Buy |
251,039
+32,094
| +15% | +$450K | 2.14% | 14 |
|
|
2023
Q2 | $3.5M | Sell |
218,945
-4,556
| -2% | -$72.8K | 2.18% | 14 |
|
|
2023
Q1 | $3.31M | Buy |
223,501
+10,458
| +5% | +$155K | 2.18% | 15 |
|
|
2022
Q4 | $3.43M | Buy |
213,043
+45,233
| +27% | +$728K | 1.88% | 15 |
|
|
2022
Q3 | $2.71M | Buy |
167,810
+18,610
| +12% | +$301K | 1.37% | 20 |
|
|
2022
Q2 | $2.64M | Sell |
149,200
-11,000
| -7% | -$194K | 1.1% | 26 |
|
|
2022
Q1 | $3.94M | Buy |
+160,200
| New | +$3.94M | 1.24% | 26 |
|