UBS AM’s UMH Properties UMH Stock Holding History

UBS AM’s Portfolio UMH Stock Details UMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9M	Buy	536,004 +459,948	+605%	+$7.72M	﹤0.01%	1410
2025 Q1	$1.42M	Buy	76,056 +2,471	+3%	+$46.2K	﹤0.01%	2159
2024 Q4	$1.39M	Sell	73,585 -262,289	-78%	-$4.95M	﹤0.01%	2218
2024 Q3	$6.61M	Buy	335,874 +277,590	+476%	+$5.46M	﹤0.01%	1432
2024 Q2	$932K	Sell	58,284 -29,651	-34%	-$474K	﹤0.01%	2410
2024 Q1	$1.43M	Hold	87,935	–	–	﹤0.01%	1839
2023 Q4	$1.35M	Buy	87,935 +9,094	+12%	+$139K	﹤0.01%	1875
2023 Q3	$1.11M	Buy	78,841 +9,732	+14%	+$136K	﹤0.01%	1906
2023 Q2	$1.02M	Hold	69,109	–	–	﹤0.01%	1996
2023 Q1	$1.02M	Buy	69,109 +14,556	+27%	+$215K	﹤0.01%	1996
2022 Q4	$878K	Hold	54,553	–	–	﹤0.01%	1910
2022 Q3	$881K	Sell	54,553 -68	-0.1%	-$1.1K	﹤0.01%	2038
2022 Q2	$965K	Hold	54,621	–	–	﹤0.01%	1985
2022 Q1	$1.34M	Buy	54,621 +12,793	+31%	+$315K	﹤0.01%	1989
2021 Q4	$1.14M	Hold	41,828	–	–	﹤0.01%	2145
2021 Q3	$958K	Sell	41,828 -5,146	-11%	-$118K	﹤0.01%	2186
2021 Q2	$1.02M	Buy	46,974 +2,439	+5%	+$53.2K	﹤0.01%	2206
2021 Q1	$854K	Hold	44,535	–	–	﹤0.01%	2162
2020 Q4	$660K	Hold	44,535	–	–	﹤0.01%	2182
2020 Q3	$603K	Buy	44,535 +7,468	+20%	+$101K	﹤0.01%	2053
2020 Q2	$479K	Sell	37,067 -221	-0.6%	-$2.86K	﹤0.01%	2144
2020 Q1	$405K	Buy	37,288 +1,913	+5%	+$20.8K	﹤0.01%	2055
2019 Q4	$556K	Buy	35,375 +132	+0.4%	+$2.08K	﹤0.01%	2192
2019 Q3	$496K	Buy	35,243 +1,885	+6%	+$26.5K	﹤0.01%	2303
2019 Q2	$414K	Hold	33,358	–	–	﹤0.01%	2291
2019 Q1	$470K	Buy	33,358 +2,117	+7%	+$29.8K	﹤0.01%	2131
2018 Q4	$370K	Buy	31,241 +20,729	+197%	+$245K	﹤0.01%	2120
2018 Q3	$164K	Hold	10,512	–	–	﹤0.01%	2485
2018 Q2	$161K	Hold	10,512	–	–	﹤0.01%	2515
2018 Q1	$141K	Hold	10,512	–	–	﹤0.01%	2433
2017 Q4	$157K	Buy	+10,512	New	+$157K	﹤0.01%	2358