State Street’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 | $58.4M | Buy |
3,475,892
+226,027
| +7% | +$3.79M | ﹤0.01% | 1602 |
|
|
2025
Q1 | $60.8M | Buy |
3,249,865
+67,517
| +2% | +$1.26M | ﹤0.01% | 1541 |
|
|
2024
Q4 | $60.1M | Buy |
3,182,348
+379,744
| +14% | +$7.17M | ﹤0.01% | 1633 |
|
|
2024
Q3 | $55.1M | Buy |
2,802,604
+863,089
| +45% | +$17M | ﹤0.01% | 1658 |
|
|
2024
Q2 | $31M | Buy |
1,939,515
+58,264
| +3% | +$932K | ﹤0.01% | 1909 |
|
|
2024
Q1 | $30.6M | Sell |
1,881,251
-20,374
| -1% | -$331K | ﹤0.01% | 1975 |
|
|
2023
Q4 | $29.1M | Buy |
1,901,625
+145,614
| +8% | +$2.23M | ﹤0.01% | 1995 |
|
|
2023
Q3 | $24.6M | Buy |
1,756,011
+58,965
| +3% | +$827K | ﹤0.01% | 2042 |
|
|
2023
Q2 | $27.1M | Buy |
1,697,046
+82,823
| +5% | +$1.32M | ﹤0.01% | 2050 |
|
|
2023
Q1 | $23.9M | Buy |
1,614,223
+85,267
| +6% | +$1.26M | ﹤0.01% | 2105 |
|
|
2022
Q4 | $24.6M | Buy |
1,528,956
+69,498
| +5% | +$1.12M | ﹤0.01% | 2092 |
|
|
2022
Q3 | $23.6M | Buy |
1,459,458
+17,926
| +1% | +$290K | ﹤0.01% | 2102 |
|
|
2022
Q2 | $25.5M | Buy |
1,441,532
+89,273
| +7% | +$1.58M | ﹤0.01% | 2080 |
|
|
2022
Q1 | $33.3M | Buy |
1,352,259
+420,618
| +45% | +$10.3M | ﹤0.01% | 2032 |
|
|
2021
Q4 | $25.5M | Buy |
931,641
+40,744
| +5% | +$1.11M | ﹤0.01% | 2296 |
|
|
2021
Q3 | $20.4M | Buy |
890,897
+12,589
| +1% | +$288K | ﹤0.01% | 2473 |
|
|
2021
Q2 | $19.2M | Buy |
878,308
+77,242
| +10% | +$1.69M | ﹤0.01% | 2541 |
|
|
2021
Q1 | $15.4M | Sell |
801,066
-60,332
| -7% | -$1.16M | ﹤0.01% | 2515 |
|
|
2020
Q4 | $12.8M | Buy |
861,398
+2,659
| +0.3% | +$39.4K | ﹤0.01% | 2492 |
|
|
2020
Q3 | $11.6M | Sell |
858,739
-28,259
| -3% | -$383K | ﹤0.01% | 2362 |
|
|
2020
Q2 | $11.5M | Sell |
886,998
-7,751
| -0.9% | -$100K | ﹤0.01% | 2344 |
|
|
2020
Q1 | $9.72M | Buy |
894,749
+34,286
| +4% | +$372K | ﹤0.01% | 2297 |
|
|
2019
Q4 | $13.5M | Buy |
860,463
+58,505
| +7% | +$920K | ﹤0.01% | 2371 |
|
|
2019
Q3 | $11.3M | Buy |
801,958
+17,044
| +2% | +$240K | ﹤0.01% | 2419 |
|
|
2019
Q2 | $9.74M | Buy |
784,914
+65,521
| +9% | +$813K | ﹤0.01% | 2523 |
|
|
2019
Q1 | $10.1M | Buy |
719,393
+8,035
| +1% | +$113K | ﹤0.01% | 2458 |
|
|
2018
Q4 | $8.42M | Buy |
711,358
+14,037
| +2% | +$166K | ﹤0.01% | 2506 |
|
|
2018
Q3 | $10.9M | Buy |
697,321
+41,728
| +6% | +$653K | ﹤0.01% | 2526 |
|
|
2018
Q2 | $10.1M | Buy |
655,593
+11,193
| +2% | +$172K | ﹤0.01% | 2536 |
|
|
2018
Q1 | $8.64M | Buy |
644,400
+12,920
| +2% | +$173K | ﹤0.01% | 2528 |
|
|
2017
Q4 | $9.41M | Buy |
631,480
+55,574
| +10% | +$828K | ﹤0.01% | 2492 |
|
|
2017
Q3 | $8.96M | Buy |
575,906
+27,831
| +5% | +$433K | ﹤0.01% | 2491 |
|
|
2017
Q2 | $9.34M | Buy |
548,075
+61,704
| +13% | +$1.05M | ﹤0.01% | 2424 |
|
|
2017
Q1 | $7.39M | Buy |
486,371
+115,181
| +31% | +$1.75M | ﹤0.01% | 2511 |
|
|
2016
Q4 | $5.59M | Buy |
371,190
+46,181
| +14% | +$695K | ﹤0.01% | 2634 |
|
|
2016
Q3 | $3.88M | Buy |
325,009
+26,463
| +9% | +$316K | ﹤0.01% | 2706 |
|
|
2016
Q2 | $3.36M | Buy |
298,546
+3,027
| +1% | +$34.1K | ﹤0.01% | 2837 |
|
|
2016
Q1 | $2.93M | Buy |
295,519
+14,309
| +5% | +$142K | ﹤0.01% | 2830 |
|
|
2015
Q4 | $2.84M | Buy |
281,210
+4,777
| +2% | +$48.3K | ﹤0.01% | 2849 |
|
|
2015
Q3 | $2.57M | Sell |
276,433
-745
| -0.3% | -$6.92K | ﹤0.01% | 2886 |
|
|
2015
Q2 | $2.72M | Buy |
277,178
+16,256
| +6% | +$159K | ﹤0.01% | 2943 |
|
|
2015
Q1 | $2.63M | Buy |
260,922
+17,139
| +7% | +$172K | ﹤0.01% | 2915 |
|
|
2014
Q4 | $2.33M | Buy |
243,783
+3,878
| +2% | +$37K | ﹤0.01% | 2975 |
|
|
2014
Q3 | $2.28M | Buy |
239,905
+12,327
| +5% | +$117K | ﹤0.01% | 2956 |
|
|
2014
Q2 | $2.28M | Buy |
227,578
+3,355
| +1% | +$33.6K | ﹤0.01% | 3004 |
|
|
2014
Q1 | $2.19M | Buy |
224,223
+21,058
| +10% | +$206K | ﹤0.01% | 3025 |
|
|
2013
Q4 | $1.91M | Buy |
203,165
+2,825
| +1% | +$26.6K | ﹤0.01% | 3089 |
|
|
2013
Q3 | $1.99M | Buy |
200,340
+1,261
| +0.6% | +$12.5K | ﹤0.01% | 3042 |
|
|
2013
Q2 | $2.04M | Buy |
+199,079
| New | +$2.04M | ﹤0.01% | 2981 |
|