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 |
|