Montag & Associates’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 | $3.78M | Hold |
261,651
| – | – | 0.18% | 120 |
|
|
2025
Q4 | $4.16M | Sell |
261,651
-4,160
| -2% | -$62.5K | 0.19% | 107 |
|
|
2025
Q3 | $3.95M | Hold |
265,811
| – | – | 0.18% | 116 |
|
|
2025
Q2 | $4.46M | Hold |
265,811
| – | – | 0.22% | 103 |
|
|
2025
Q1 | $4.97M | Sell |
265,811
-1,600
| -0.6% | -$29.1K | 0.25% | 85 |
|
|
2024
Q4 | $5.05M | Sell |
267,411
-3,500
| -1% | -$66.7K | 0.24% | 87 |
|
|
2024
Q3 | $5.33M | Hold |
270,911
| – | – | 0.25% | 89 |
|
|
2024
Q2 | $4.33M | Hold |
270,911
| – | – | 0.22% | 101 |
|
|
2024
Q1 | $4.4M | Sell |
270,911
-8,504
| -3% | -$130K | 0.22% | 101 |
|
|
2023
Q4 | $4.28M | Sell |
279,415
-2,500
| -0.9% | -$36K | 0.24% | 91 |
|
|
2023
Q3 | $3.95M | Sell |
281,915
-4,041
| -1% | -$62.1K | 0.25% | 89 |
|
|
2023
Q2 | $4.57M | Sell |
285,956
-355
| -0.1% | -$5.49K | 0.28% | 83 |
|
|
2023
Q1 | $4.23M | Hold |
286,311
| – | – | 0.28% | 85 |
|
|
2022
Q4 | $4.61M | Sell |
286,311
-17,920
| -6% | -$302K | 0.31% | 83 |
|
|
2022
Q3 | $4.91M | Buy |
304,231
+2,150
| +0.7% | +$40.4K | 0.34% | 77 |
|
|
2022
Q2 | $5.33M | Buy |
302,081
+4,800
| +2% | +$99.8K | 0.35% | 74 |
|
|
2022
Q1 | $7.31M | Sell |
297,281
-5,842
| -2% | -$140K | 0.39% | 69 |
|
|
2021
Q4 | $8.28M | Sell |
303,123
-10,274
| -3% | -$248K | 0.41% | 69 |
|
|
2021
Q3 | $7.18M | Sell |
313,397
-14,727
| -4% | -$344K | 0.39% | 66 |
|
|
2021
Q2 | $7.16M | Sell |
328,124
-5,737
| -2% | -$122K | 0.38% | 75 |
|
|
2021
Q1 | $6.4M | Sell |
333,861
-1,100
| -0.3% | -$18.5K | 0.36% | 83 |
|
|
2020
Q4 | $4.96M | Sell |
334,961
-39,733
| -11% | -$577K | 0.3% | 85 |
|
|
2020
Q3 | $5.07M | Sell |
374,694
-58,461
| -13% | -$779K | 0.41% | 71 |
|
|
2020
Q2 | $5.6M | Sell |
433,155
-3,342
| -0.8% | -$40.4K | 0.49% | 58 |
|
|
2020
Q1 | $4.74M | Sell |
436,497
-31,209
| -7% | -$453K | 0.47% | 61 |
|
|
2019
Q4 | $7.36M | Sell |
467,706
-84,405
| -15% | -$1.27M | 0.59% | 47 |
|
|
2019
Q3 | $7.77M | Sell |
552,111
-25,941
| -4% | -$336K | 0.68% | 41 |
|
|
2019
Q2 | $7.17M | Sell |
578,052
-26,575
| -4% | -$358K | 0.64% | 43 |
|
|
2019
Q1 | $8.51M | Sell |
604,627
-102,651
| -15% | -$1.38M | 0.79% | 32 |
|
|
2018
Q4 | $8.37M | Sell |
707,278
-103,010
| -13% | -$1.4M | 0.9% | 31 |
|
|
2018
Q3 | $12.7M | Buy |
+810,288
| New | +$12.7M | 1.11% | 16 |
|
Other funds holding UMH
VPM
VCM
PMG