State Street’s UMH Properties UMH Stock Holding History

State Street’s Portfolio UMH Stock Details UMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$50.6M	Buy	3,508,418 +20,168	+0.6%	+$312K	﹤0.01%	1735
2025 Q4	$55.5M	Sell	3,488,250 -26,881	-0.8%	-$404K	﹤0.01%	1681
2025 Q3	$52.2M	Buy	3,515,131 +39,239	+1%	+$628K	﹤0.01%	1705
2025 Q2	$58.4M	Buy	3,475,892 +226,027	+7%	+$3.87M	﹤0.01%	1602
2025 Q1	$60.8M	Buy	3,249,865 +67,517	+2%	+$1.23M	﹤0.01%	1541
2024 Q4	$60.1M	Buy	3,182,348 +379,744	+14%	+$7.24M	﹤0.01%	1633
2024 Q3	$55.1M	Buy	2,802,604 +863,089	+45%	+$16.1M	﹤0.01%	1658
2024 Q2	$31M	Buy	1,939,515 +58,264	+3%	+$907K	﹤0.01%	1909
2024 Q1	$30.6M	Sell	1,881,251 -20,374	-1%	-$312K	﹤0.01%	1975
2023 Q4	$29.1M	Buy	1,901,625 +145,614	+8%	+$2.1M	﹤0.01%	1995
2023 Q3	$24.6M	Buy	1,756,011 +58,965	+3%	+$907K	﹤0.01%	2042
2023 Q2	$27.1M	Buy	1,697,046 +82,823	+5%	+$1.28M	﹤0.01%	2050
2023 Q1	$23.9M	Buy	1,614,223 +85,267	+6%	+$1.4M	﹤0.01%	2105
2022 Q4	$24.6M	Buy	1,528,956 +69,498	+5%	+$1.17M	﹤0.01%	2092
2022 Q3	$23.6M	Buy	1,459,458 +17,926	+1%	+$337K	﹤0.01%	2102
2022 Q2	$25.5M	Buy	1,441,532 +89,273	+7%	+$1.86M	﹤0.01%	2080
2022 Q1	$33.3M	Buy	1,352,259 +420,618	+45%	+$10.1M	﹤0.01%	2032
2021 Q4	$25.5M	Buy	931,641 +40,744	+5%	+$982K	﹤0.01%	2296
2021 Q3	$20.4M	Buy	890,897 +12,589	+1%	+$294K	﹤0.01%	2473
2021 Q2	$19.2M	Buy	878,308 +77,242	+10%	+$1.65M	﹤0.01%	2541
2021 Q1	$15.4M	Sell	801,066 -60,332	-7%	-$1.02M	﹤0.01%	2515
2020 Q4	$12.8M	Buy	861,398 +2,659	+0.3%	+$38.6K	﹤0.01%	2492
2020 Q3	$11.6M	Sell	858,739 -28,259	-3%	-$377K	﹤0.01%	2362
2020 Q2	$11.5M	Sell	886,998 -7,751	-0.9%	-$93.7K	﹤0.01%	2344
2020 Q1	$9.72M	Buy	894,749 +34,286	+4%	+$498K	﹤0.01%	2297
2019 Q4	$13.5M	Buy	860,463 +58,505	+7%	+$882K	﹤0.01%	2371
2019 Q3	$11.3M	Buy	801,958 +17,044	+2%	+$221K	﹤0.01%	2419
2019 Q2	$9.74M	Buy	784,914 +65,521	+9%	+$882K	﹤0.01%	2523
2019 Q1	$10.1M	Buy	719,393 +8,035	+1%	+$108K	﹤0.01%	2458
2018 Q4	$8.42M	Buy	711,358 +14,037	+2%	+$190K	﹤0.01%	2506
2018 Q3	$10.9M	Buy	697,321 +41,728	+6%	+$656K	﹤0.01%	2526
2018 Q2	$10.1M	Buy	655,593 +11,193	+2%	+$158K	﹤0.01%	2536
2018 Q1	$8.64M	Buy	644,400 +12,920	+2%	+$168K	﹤0.01%	2528
2017 Q4	$9.41M	Buy	631,480 +55,574	+10%	+$846K	﹤0.01%	2492
2017 Q3	$8.96M	Buy	575,906 +27,831	+5%	+$446K	﹤0.01%	2491
2017 Q2	$9.34M	Buy	548,075 +61,704	+13%	+$1.02M	﹤0.01%	2424
2017 Q1	$7.39M	Buy	486,371 +115,181	+31%	+$1.68M	﹤0.01%	2511
2016 Q4	$5.59M	Buy	371,190 +46,181	+14%	+$592K	﹤0.01%	2634
2016 Q3	$3.88M	Buy	325,009 +26,463	+9%	+$320K	﹤0.01%	2706
2016 Q2	$3.36M	Buy	298,546 +3,027	+1%	+$30.6K	﹤0.01%	2837
2016 Q1	$2.93M	Buy	295,519 +14,309	+5%	+$138K	﹤0.01%	2830
2015 Q4	$2.84M	Buy	281,210 +4,777	+2%	+$47.1K	﹤0.01%	2849
2015 Q3	$2.57M	Sell	276,433 -745	-0.3%	-$7.09K	﹤0.01%	2886
2015 Q2	$2.72M	Buy	277,178 +16,256	+6%	+$163K	﹤0.01%	2943
2015 Q1	$2.63M	Buy	260,922 +17,139	+7%	+$166K	﹤0.01%	2915
2014 Q4	$2.33M	Buy	243,783 +3,878	+2%	+$37.4K	﹤0.01%	2975
2014 Q3	$2.28M	Buy	239,905 +12,327	+5%	+$123K	﹤0.01%	2956
2014 Q2	$2.28M	Buy	227,578 +3,355	+1%	+$33.1K	﹤0.01%	3004
2014 Q1	$2.19M	Buy	224,223 +21,058	+10%	+$199K	﹤0.01%	3025
2013 Q4	$1.91M	Buy	203,165 +2,825	+1%	+$27.5K	﹤0.01%	3089
2013 Q3	$1.99M	Buy	200,340 +1,261	+0.6%	+$13K	﹤0.01%	3042
2013 Q2	$2.04M	Buy	+199,079	New	+$2.14M	﹤0.01%	2981