Principal Financial Group’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 | – | Sell |
-38,816
| Closed | -$726K | – | 2322 |
|
|
2025
Q1 | $726K | Buy |
38,816
+1,362
| +4% | +$25.5K | ﹤0.01% | 1885 |
|
|
2024
Q4 | $707K | Buy |
37,454
+3,140
| +9% | +$59.3K | ﹤0.01% | 1917 |
|
|
2024
Q3 | $675K | Buy |
+34,314
| New | +$675K | ﹤0.01% | 1895 |
|
|
2022
Q2 | – | Sell |
-26,635
| Closed | -$655K | – | 2646 |
|
|
2022
Q1 | $655K | Sell |
26,635
-13,462
| -34% | -$331K | ﹤0.01% | 2059 |
|
|
2021
Q4 | $1.1M | Sell |
40,097
-14,957
| -27% | -$409K | ﹤0.01% | 1965 |
|
|
2021
Q3 | $1.26M | Sell |
55,054
-414
| -0.7% | -$9.48K | ﹤0.01% | 1954 |
|
|
2021
Q2 | $1.21M | Buy |
+55,468
| New | +$1.21M | ﹤0.01% | 2000 |
|