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