UMH
Sumitomo Mitsui Trust Group’s UMH Properties UMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
80,606
+1,115
| +1% | +$18.7K | ﹤0.01% | 825 |
|
|
2025
Q1 | $1.49M | Sell |
79,491
-183
| -0.2% | -$3.42K | ﹤0.01% | 827 |
|
|
2024
Q4 | $1.5M | Buy |
79,674
+4,387
| +6% | +$82.8K | ﹤0.01% | 846 |
|
|
2024
Q3 | $1.48M | Buy |
75,287
+2,254
| +3% | +$44.3K | ﹤0.01% | 862 |
|
|
2024
Q2 | $1.17M | Buy |
73,033
+3,081
| +4% | +$49.3K | ﹤0.01% | 887 |
|
|
2024
Q1 | $1.14M | Buy |
69,952
+2,058
| +3% | +$33.4K | ﹤0.01% | 958 |
|
|
2023
Q4 | $1.04M | Hold |
67,894
| – | – | ﹤0.01% | 974 |
|
|
2023
Q3 | $952K | Buy |
67,894
+8,652
| +15% | +$121K | ﹤0.01% | 991 |
|
|
2023
Q2 | $947K | Hold |
59,242
| – | – | ﹤0.01% | 1003 |
|
|
2023
Q1 | $876K | Buy |
59,242
+841
| +1% | +$12.4K | ﹤0.01% | 1015 |
|
|
2022
Q4 | $940K | Sell |
58,401
-3,852
| -6% | -$62K | ﹤0.01% | 1035 |
|
|
2022
Q3 | $1.01M | Buy |
62,253
+4,148
| +7% | +$67K | ﹤0.01% | 1034 |
|
|
2022
Q2 | $1.03M | Sell |
58,105
-338
| -0.6% | -$5.97K | ﹤0.01% | 1042 |
|
|
2022
Q1 | $1.44M | Sell |
58,443
-3,375
| -5% | -$83K | ﹤0.01% | 1000 |
|
|
2021
Q4 | $1.69M | Sell |
61,818
-1,659
| -3% | -$45.3K | ﹤0.01% | 967 |
|
|
2021
Q3 | $1.45M | Buy |
63,477
+6,385
| +11% | +$146K | ﹤0.01% | 989 |
|
|
2021
Q2 | $1.25M | Sell |
57,092
-3,271
| -5% | -$71.4K | ﹤0.01% | 1012 |
|
|
2021
Q1 | $1.16M | Sell |
60,363
-13,266
| -18% | -$254K | ﹤0.01% | 993 |
|
|
2020
Q4 | $1.09M | Sell |
73,629
-6,540
| -8% | -$96.8K | ﹤0.01% | 971 |
|
|
2020
Q3 | $1.09M | Buy |
80,169
+2,469
| +3% | +$33.4K | ﹤0.01% | 958 |
|
|
2020
Q2 | $1.01M | Buy |
77,700
+8,145
| +12% | +$105K | ﹤0.01% | 960 |
|
|
2020
Q1 | $755K | Buy |
69,555
+8,671
| +14% | +$94.1K | ﹤0.01% | 964 |
|
|
2019
Q4 | $958K | Buy |
60,884
+10,922
| +22% | +$172K | ﹤0.01% | 962 |
|
|
2019
Q3 | $703K | Buy |
49,962
+9,145
| +22% | +$129K | ﹤0.01% | 976 |
|
|
2019
Q2 | $507K | Buy |
40,817
+19,041
| +87% | +$237K | ﹤0.01% | 931 |
|
|
2019
Q1 | $307K | Sell |
21,776
-13,340
| -38% | -$188K | ﹤0.01% | 932 |
|
|
2018
Q4 | $411K | Buy |
35,116
+4,142
| +13% | +$48.5K | ﹤0.01% | 877 |
|
|
2018
Q3 | $484K | Buy |
30,974
+892
| +3% | +$13.9K | ﹤0.01% | 855 |
|
|
2018
Q2 | $462K | Buy |
30,082
+1,460
| +5% | +$22.4K | ﹤0.01% | 854 |
|
|
2018
Q1 | $384K | Hold |
28,622
| – | – | ﹤0.01% | 857 |
|
|
2017
Q4 | $426K | Buy |
28,622
+1,449
| +5% | +$21.6K | ﹤0.01% | 858 |
|
|
2017
Q3 | $423K | Buy |
27,173
+125
| +0.5% | +$1.95K | ﹤0.01% | 857 |
|
|
2017
Q2 | $461K | Buy |
27,048
+92
| +0.3% | +$1.57K | ﹤0.01% | 837 |
|
|
2017
Q1 | $410K | Buy |
26,956
+1,677
| +7% | +$25.5K | ﹤0.01% | 831 |
|
|
2016
Q4 | $380K | Buy |
25,279
+12,519
| +98% | +$188K | ﹤0.01% | 830 |
|
|
2016
Q3 | $152K | Hold |
12,760
| – | – | ﹤0.01% | 855 |
|
|
2016
Q2 | $144K | Hold |
12,760
| – | – | ﹤0.01% | 852 |
|
|
2016
Q1 | $127K | Buy |
12,760
+5
| +0% | +$50 | ﹤0.01% | 869 |
|
|
2015
Q4 | $130K | Buy |
12,755
+26
| +0.2% | +$265 | ﹤0.01% | 862 |
|
|
2015
Q3 | $118K | Sell |
12,729
-314
| -2% | -$2.91K | ﹤0.01% | 865 |
|
|
2015
Q2 | $128K | Sell |
13,043
-361
| -3% | -$3.54K | ﹤0.01% | 897 |
|
|
2015
Q1 | $135K | Sell |
13,404
-471
| -3% | -$4.74K | ﹤0.01% | 878 |
|
|
2014
Q4 | $133K | Buy |
13,875
+10
| +0.1% | +$96 | ﹤0.01% | 876 |
|
|
2014
Q3 | $132K | Sell |
13,865
-414
| -3% | -$3.94K | ﹤0.01% | 836 |
|
|
2014
Q2 | $143K | Buy |
14,279
+1,710
| +14% | +$17.1K | ﹤0.01% | 794 |
|
|
2014
Q1 | $123K | Buy |
+12,569
| New | +$123K | ﹤0.01% | 782 |
|