North Star Investment Management’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 | $2.94M | Hold |
174,981
| – | – | 0.2% | 116 |
|
|
2025
Q1 | $3.27M | Hold |
174,981
| – | – | 0.24% | 107 |
|
|
2024
Q4 | $3.3M | Sell |
174,981
-1,205
| -0.7% | -$22.8K | 0.23% | 107 |
|
|
2024
Q3 | $3.47M | Hold |
176,186
| – | – | 0.24% | 103 |
|
|
2024
Q2 | $2.82M | Hold |
176,186
| – | – | 0.21% | 118 |
|
|
2024
Q1 | $2.86M | Buy |
176,186
+66,000
| +60% | +$1.07M | 0.2% | 126 |
|
|
2023
Q4 | $1.69M | Buy |
110,186
+6,060
| +6% | +$92.8K | 0.13% | 169 |
|
|
2023
Q3 | $1.46M | Buy |
104,126
+53,275
| +105% | +$747K | 0.12% | 176 |
|
|
2023
Q2 | $813K | Hold |
50,851
| – | – | 0.07% | 262 |
|
|
2023
Q1 | $752K | Buy |
50,851
+85
| +0.2% | +$1.26K | 0.06% | 286 |
|
|
2022
Q4 | $817K | Buy |
50,766
+2,561
| +5% | +$41.2K | 0.07% | 264 |
|
|
2022
Q3 | $779K | Sell |
48,205
-38,000
| -44% | -$614K | 0.08% | 233 |
|
|
2022
Q2 | $1.52M | Buy |
86,205
+10,000
| +13% | +$177K | 0.14% | 162 |
|
|
2022
Q1 | $1.87M | Buy |
76,205
+31,205
| +69% | +$767K | 0.15% | 154 |
|
|
2021
Q4 | $1.23M | Hold |
45,000
| – | – | 0.09% | 206 |
|
|
2021
Q3 | $1.03M | Hold |
45,000
| – | – | 0.08% | 212 |
|
|
2021
Q2 | $982K | Buy |
+45,000
| New | +$982K | 0.08% | 221 |
|