Nisa Investment Advisors’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $179K | Sell |
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|
2025
Q2 | $240K | Sell |
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|
2025
Q1 | $419K | Buy |
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|
2024
Q4 | $402K | Buy |
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|
2024
Q3 | $418K | Sell |
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|
2024
Q2 | $342K | Sell |
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|
2024
Q1 | $404K | Buy |
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|
2023
Q4 | $380K | Sell |
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|
2023
Q3 | $359K | Buy |
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|
2023
Q2 | $384K | Sell |
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|
2023
Q1 | $356K | Sell |
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|
2022
Q4 | $395K | Hold |
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|
2022
Q3 | $402K | Buy |
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|
2022
Q2 | $394K | Sell |
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|
2022
Q1 | $640K | Sell |
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|
2021
Q4 | $638K | Sell |
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|
2021
Q3 | $673 | Buy |
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|
2021
Q2 | $602 | Sell |
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|
2021
Q1 | $549 | Sell |
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|
2020
Q4 | $429K | Sell |
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|
2020
Q3 | $396K | Buy |
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|
2020
Q2 | $258K | Sell |
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|
2020
Q1 | $264K | Sell |
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|
2019
Q4 | $462K | Buy |
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|
2019
Q3 | $388K | Buy |
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|
2019
Q2 | $321K | Buy |
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|
2019
Q1 | $213K | Sell |
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|
2018
Q4 | $263K | Buy |
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|
2018
Q3 | $196K | Buy |
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|
2018
Q2 | $139K | Hold |
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|
2018
Q1 | $121K | Hold |
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|
2017
Q4 | $135K | Hold |
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|
2017
Q3 | $141K | Hold |
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|
2017
Q2 | $154K | Sell |
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|
2017
Q1 | $287K | Sell |
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|
2016
Q4 | $290K | Sell |
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|
2016
Q3 | $262K | Buy |
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|
2016
Q2 | $208K | Hold |
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|
2016
Q1 | $184K | Hold |
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|
2015
Q4 | $187K | Hold |
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|
2015
Q3 | $172K | Buy |
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|
2015
Q2 | $150K | Buy |
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