Orleans Capital 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
$252K Hold
15,000
0.13% 95
2025
Q1
$281K Hold
15,000
0.17% 80
2024
Q4
$273K Sell
15,000
-2,000
-12% -$36.4K 0.15% 83
2024
Q3
$334K Hold
17,000
0.19% 79
2024
Q2
$272K Sell
17,000
-1,000
-6% -$16K 0.17% 71
2024
Q1
$292K Hold
18,000
0.19% 69
2023
Q4
$276K Hold
18,000
0.19% 71
2023
Q3
$252K Hold
18,000
0.19% 69
2023
Q2
$288K Hold
18,000
0.2% 72
2023
Q1
$266K Hold
18,000
0.2% 72
2022
Q4
$290K Hold
18,000
0.22% 68
2022
Q3
$291K Hold
18,000
0.24% 64
2022
Q2
$318K Hold
18,000
0.24% 65
2022
Q1
$443K Hold
18,000
0.28% 59
2021
Q4
$492K Hold
18,000
0.28% 60
2021
Q3
$412K Hold
18,000
0.26% 62
2021
Q2
$393K Hold
18,000
0.25% 63
2021
Q1
$345K Hold
18,000
0.23% 67
2020
Q4
$267K Hold
18,000
0.19% 70
2020
Q3
$244K Hold
18,000
0.19% 70
2020
Q2
$233K Buy
+18,000
New +$233K 0.19% 75
2020
Q1
Sell
-32,000
Closed -$503K 84
2019
Q4
$503K Sell
32,000
-5,000
-14% -$78.6K 0.35% 62
2019
Q3
$521K Hold
37,000
0.39% 61
2019
Q2
$459K Sell
37,000
-10,000
-21% -$124K 0.35% 63
2019
Q1
$662K Sell
47,000
-15,000
-24% -$211K 0.51% 57
2018
Q4
$734K Hold
62,000
0.68% 44
2018
Q3
$970K Buy
+62,000
New +$970K 0.67% 52