MC
UMH

Montag & Caldwell’s UMH Properties UMH Stock Holding History

Montag & Caldwell’s Portfolio UMH Stock Details UMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$116K Hold
6,900
– – 0.03% 92
2025
Q1 		$129K Hold
6,900
– – 0.03% 92
2024
Q4 		$130K Buy
+6,900
New +$130K 0.03% 97
2019
Q1 		– Sell
-16,000
Closed -$189K – 79
2018
Q4 		$189K Buy
+16,000
New +$189K 0.01% 74