Morgan Stanley’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 | $7.95M | Sell |
473,300
-22,589
| -5% | -$379K | ﹤0.01% | 3660 |
|
|
2025
Q1 | $9.27M | Sell |
495,889
-73,191
| -13% | -$1.37M | ﹤0.01% | 3401 |
|
|
2024
Q4 | $10.7M | Buy |
569,080
+20,138
| +4% | +$380K | ﹤0.01% | 3346 |
|
|
2024
Q3 | $10.8M | Sell |
548,942
-52,388
| -9% | -$1.03M | ﹤0.01% | 3365 |
|
|
2024
Q2 | $9.62M | Sell |
601,330
-229,117
| -28% | -$3.66M | ﹤0.01% | 3352 |
|
|
2024
Q1 | $13.5M | Sell |
830,447
-240,901
| -22% | -$3.91M | ﹤0.01% | 3089 |
|
|
2023
Q4 | $16.4M | Buy |
1,071,348
+617,620
| +136% | +$9.46M | ﹤0.01% | 3516 |
|
|
2023
Q3 | $6.36M | Sell |
453,728
-25,011
| -5% | -$351K | ﹤0.01% | 3539 |
|
|
2023
Q2 | $7.65M | Buy |
478,739
+70,292
| +17% | +$1.12M | ﹤0.01% | 3423 |
|
|
2023
Q1 | $6.04M | Buy |
408,447
+96,284
| +31% | +$1.42M | ﹤0.01% | 3619 |
|
|
2022
Q4 | $5.03M | Sell |
312,163
-84,317
| -21% | -$1.36M | ﹤0.01% | 3761 |
|
|
2022
Q3 | $6.4M | Buy |
396,480
+4,842
| +1% | +$78.2K | ﹤0.01% | 3453 |
|
|
2022
Q2 | $6.92M | Buy |
391,638
+236,557
| +153% | +$4.18M | ﹤0.01% | 3461 |
|
|
2022
Q1 | $3.81M | Sell |
155,081
-1,321
| -0.8% | -$32.5K | ﹤0.01% | 3969 |
|
|
2021
Q4 | $4.28M | Sell |
156,402
-18,808
| -11% | -$514K | ﹤0.01% | 3877 |
|
|
2021
Q3 | $4.01M | Sell |
175,210
-48,217
| -22% | -$1.1M | ﹤0.01% | 3958 |
|
|
2021
Q2 | $4.88M | Buy |
223,427
+114,644
| +105% | +$2.5M | ﹤0.01% | 3803 |
|
|
2021
Q1 | $2.09M | Sell |
108,783
-18,190
| -14% | -$349K | ﹤0.01% | 4230 |
|
|
2020
Q4 | $1.88M | Buy |
126,973
+33,842
| +36% | +$501K | ﹤0.01% | 4217 |
|
|
2020
Q3 | $1.26M | Sell |
93,131
-14,516
| -13% | -$197K | ﹤0.01% | 4038 |
|
|
2020
Q2 | $1.39M | Buy |
107,647
+20,454
| +23% | +$265K | ﹤0.01% | 3911 |
|
|
2020
Q1 | $947K | Sell |
87,193
-47,413
| -35% | -$515K | ﹤0.01% | 3998 |
|
|
2019
Q4 | $2.12M | Buy |
134,606
+23,949
| +22% | +$377K | ﹤0.01% | 3992 |
|
|
2019
Q3 | $1.56M | Buy |
110,657
+27,193
| +33% | +$383K | ﹤0.01% | 4007 |
|
|
2019
Q2 | $1.04M | Sell |
83,464
-20,546
| -20% | -$255K | ﹤0.01% | 4199 |
|
|
2019
Q1 | $1.47M | Sell |
104,010
-85,034
| -45% | -$1.2M | ﹤0.01% | 3841 |
|
|
2018
Q4 | $2.24M | Buy |
189,044
+9,473
| +5% | +$112K | ﹤0.01% | 3672 |
|
|
2018
Q3 | $2.81M | Sell |
179,571
-69,272
| -28% | -$1.08M | ﹤0.01% | 3721 |
|
|
2018
Q2 | $3.82M | Buy |
248,843
+86,364
| +53% | +$1.33M | ﹤0.01% | 3459 |
|
|
2018
Q1 | $2.18M | Sell |
162,479
-49,886
| -23% | -$668K | ﹤0.01% | 3930 |
|
|
2017
Q4 | $3.16M | Sell |
212,365
-15,132
| -7% | -$225K | ﹤0.01% | 3582 |
|
|
2017
Q3 | $3.54M | Buy |
227,497
+113,393
| +99% | +$1.76M | ﹤0.01% | 3324 |
|
|
2017
Q2 | $1.95M | Buy |
114,104
+10,151
| +10% | +$173K | ﹤0.01% | 3824 |
|
|
2017
Q1 | $1.58M | Sell |
103,953
-40,884
| -28% | -$622K | ﹤0.01% | 4022 |
|
|
2016
Q4 | $2.18M | Buy |
144,837
+74,808
| +107% | +$1.13M | ﹤0.01% | 3854 |
|
|
2016
Q3 | $835K | Buy |
70,029
+3,540
| +5% | +$42.2K | ﹤0.01% | 4163 |
|
|
2016
Q2 | $748K | Buy |
66,489
+5,139
| +8% | +$57.8K | ﹤0.01% | 4186 |
|
|
2016
Q1 | $609K | Sell |
61,350
-6,589
| -10% | -$65.4K | ﹤0.01% | 4302 |
|
|
2015
Q4 | $687K | Buy |
67,939
+11,661
| +21% | +$118K | ﹤0.01% | 4326 |
|
|
2015
Q3 | $524K | Sell |
56,278
-5,900
| -9% | -$54.9K | ﹤0.01% | 4581 |
|
|
2015
Q2 | $610K | Sell |
62,178
-29,714
| -32% | -$292K | ﹤0.01% | 4570 |
|
|
2015
Q1 | $926K | Sell |
91,892
-13,153
| -13% | -$133K | ﹤0.01% | 4185 |
|
|
2014
Q4 | $1M | Sell |
105,045
-2,158
| -2% | -$20.6K | ﹤0.01% | 4146 |
|
|
2014
Q3 | $1.02M | Sell |
107,203
-3,579
| -3% | -$34K | ﹤0.01% | 4013 |
|
|
2014
Q2 | $1.11M | Buy |
110,782
+3,877
| +4% | +$38.9K | ﹤0.01% | 3971 |
|
|
2014
Q1 | $1.05M | Sell |
106,905
-6,156
| -5% | -$60.2K | ﹤0.01% | 3957 |
|
|
2013
Q4 | $1.07M | Buy |
113,061
+47,497
| +72% | +$448K | ﹤0.01% | 3890 |
|
|
2013
Q3 | $651K | Buy |
65,564
+28,409
| +76% | +$282K | ﹤0.01% | 4146 |
|
|
2013
Q2 | $380K | Buy |
+37,155
| New | +$380K | ﹤0.01% | 4455 |
|