Pacific Heights Asset Management’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
Q2
$4.2M Hold
2025
Q1
$4.67M Hold
2024
Q4
$4.72M Hold
2024
Q3
$4.92M Hold
2024
Q2
$4M Hold
2024
Q1
$4.06M Hold
2023
Q4
$3.83M Hold
2023
Q3
$3.5M Hold
2023
Q2
$4M Hold
2023
Q1
$3.7M Hold
2022
Q4
$4.03M Hold
2022
Q3
$4.04M Hold
2022
Q2
$4.42M Hold
2022
Q1
$6.15M Hold
2021
Q4
$6.83M Hold
2021
Q3
$5.72M Hold
2021
Q2
$5.46M Hold
2021
Q1
$4.79M Hold
2020
Q4
$3.7M Buy
2020
Q3
$2.71M Buy
2020
Q2
$1.94M Buy
2020
Q1
$543K Buy