Pacific Heights Asset Management’s UMH Properties UMH Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.2M	Hold	250,000	–	–	0.22%	76
2025 Q1	$4.68M	Hold	250,000	–	–	0.32%	66
2024 Q4	$4.72M	Hold	250,000	–	–	0.32%	62
2024 Q3	$4.92M	Hold	250,000	–	–	0.37%	63
2024 Q2	$4M	Hold	250,000	–	–	0.31%	67
2024 Q1	$4.06M	Hold	250,000	–	–	0.33%	66
2023 Q4	$3.83M	Hold	250,000	–	–	0.33%	68
2023 Q3	$3.51M	Hold	250,000	–	–	0.33%	67
2023 Q2	$4M	Hold	250,000	–	–	0.36%	65
2023 Q1	$3.7M	Hold	250,000	–	–	0.35%	66
2022 Q4	$4.03M	Hold	250,000	–	–	0.39%	69
2022 Q3	$4.04M	Hold	250,000	–	–	0.43%	69
2022 Q2	$4.42M	Hold	250,000	–	–	0.45%	69
2022 Q1	$6.15M	Hold	250,000	–	–	0.52%	65
2021 Q4	$6.83M	Hold	250,000	–	–	0.57%	57
2021 Q3	$5.73M	Hold	250,000	–	–	0.54%	61
2021 Q2	$5.46M	Hold	250,000	–	–	0.5%	63
2021 Q1	$4.79M	Hold	250,000	–	–	0.44%	68
2020 Q4	$3.7M	Buy	250,000 +50,000	+25%	+$740K	0.37%	72
2020 Q3	$2.71M	Buy	200,000 +50,000	+33%	+$677K	0.35%	68
2020 Q2	$1.94M	Buy	150,000 +100,000	+200%	+$1.29M	0.29%	73
2020 Q1	$543K	Buy	+50,000	New	+$543K	0.09%	75