Nisa Investment Advisors’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 | $240K | Sell |
14,286
-8,094
| -36% | -$136K | ﹤0.01% | 1177 |
|
|
2025
Q1 | $419K | Buy |
22,380
+1,065
| +5% | +$19.9K | ﹤0.01% | 1047 |
|
|
2024
Q4 | $402K | Buy |
21,315
+82
| +0.4% | +$1.55K | ﹤0.01% | 1113 |
|
|
2024
Q3 | $418K | Sell |
21,233
-168
| -0.8% | -$3.31K | ﹤0.01% | 1093 |
|
|
2024
Q2 | $342K | Sell |
21,401
-3,483
| -14% | -$55.7K | ﹤0.01% | 1185 |
|
|
2024
Q1 | $404K | Buy |
24,884
+76
| +0.3% | +$1.23K | ﹤0.01% | 1145 |
|
|
2023
Q4 | $380K | Sell |
24,808
-768
| -3% | -$11.8K | ﹤0.01% | 1126 |
|
|
2023
Q3 | $359K | Buy |
25,576
+1,550
| +6% | +$21.7K | ﹤0.01% | 1165 |
|
|
2023
Q2 | $384K | Sell |
24,026
-38
| -0.2% | -$607 | ﹤0.01% | 1152 |
|
|
2023
Q1 | $356K | Sell |
24,064
-460
| -2% | -$6.81K | ﹤0.01% | 1163 |
|
|
2022
Q4 | $395K | Hold |
24,524
| – | – | ﹤0.01% | 1185 |
|
|
2022
Q3 | $402K | Buy |
24,524
+2,186
| +10% | +$35.8K | ﹤0.01% | 1107 |
|
|
2022
Q2 | $394K | Sell |
22,338
-3,693
| -14% | -$65.1K | ﹤0.01% | 1130 |
|
|
2022
Q1 | $640K | Sell |
26,031
-1,000
| -4% | -$24.6K | ﹤0.01% | 1003 |
|
|
2021
Q4 | $638K | Sell |
27,031
-2,343
| -8% | -$55.3K | ﹤0.01% | 955 |
|
|
2021
Q3 | $673 | Buy |
29,374
+1,762
| +6% | +$40 | ﹤0.01% | 1035 |
|
|
2021
Q2 | $602 | Sell |
27,612
-1,009
| -4% | -$22 | ﹤0.01% | 1089 |
|
|
2021
Q1 | $549 | Sell |
28,621
-339
| -1% | -$7 | ﹤0.01% | 1145 |
|
|
2020
Q4 | $429K | Sell |
28,960
-260
| -0.9% | -$3.85K | ﹤0.01% | 1217 |
|
|
2020
Q3 | $396K | Buy |
29,220
+9,294
| +47% | +$126K | ﹤0.01% | 1116 |
|
|
2020
Q2 | $258K | Sell |
19,926
-4,368
| -18% | -$56.6K | ﹤0.01% | 1222 |
|
|
2020
Q1 | $264K | Sell |
24,294
-5,047
| -17% | -$54.8K | ﹤0.01% | 1112 |
|
|
2019
Q4 | $462K | Buy |
29,341
+1,814
| +7% | +$28.6K | ﹤0.01% | 1121 |
|
|
2019
Q3 | $388K | Buy |
27,527
+1,686
| +7% | +$23.8K | ﹤0.01% | 1162 |
|
|
2019
Q2 | $321K | Buy |
25,841
+10,731
| +71% | +$133K | ﹤0.01% | 1202 |
|
|
2019
Q1 | $213K | Sell |
15,110
-7,140
| -32% | -$101K | ﹤0.01% | 1288 |
|
|
2018
Q4 | $263K | Buy |
22,250
+9,700
| +77% | +$115K | ﹤0.01% | 1165 |
|
|
2018
Q3 | $196K | Buy |
12,550
+3,500
| +39% | +$54.7K | ﹤0.01% | 1325 |
|
|
2018
Q2 | $139K | Hold |
9,050
| – | – | ﹤0.01% | 1321 |
|
|
2018
Q1 | $121K | Hold |
9,050
| – | – | ﹤0.01% | 1323 |
|
|
2017
Q4 | $135K | Hold |
9,050
| – | – | ﹤0.01% | 1333 |
|
|
2017
Q3 | $141K | Hold |
9,050
| – | – | ﹤0.01% | 1314 |
|
|
2017
Q2 | $154K | Sell |
9,050
-9,800
| -52% | -$167K | ﹤0.01% | 1286 |
|
|
2017
Q1 | $287K | Sell |
18,850
-400
| -2% | -$6.09K | ﹤0.01% | 1172 |
|
|
2016
Q4 | $290K | Sell |
19,250
-2,750
| -13% | -$41.4K | ﹤0.01% | 1170 |
|
|
2016
Q3 | $262K | Buy |
22,000
+3,500
| +19% | +$41.7K | ﹤0.01% | 1165 |
|
|
2016
Q2 | $208K | Hold |
18,500
| – | – | ﹤0.01% | 1210 |
|
|
2016
Q1 | $184K | Hold |
18,500
| – | – | ﹤0.01% | 1231 |
|
|
2015
Q4 | $187K | Hold |
18,500
| – | – | ﹤0.01% | 1196 |
|
|
2015
Q3 | $172K | Buy |
18,500
+3,200
| +21% | +$29.8K | ﹤0.01% | 1229 |
|
|
2015
Q2 | $150K | Buy |
+15,300
| New | +$150K | ﹤0.01% | 1271 |
|