UBS 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
$5.57M Buy
331,643
+89,864
+37% +$1.51M ﹤0.01% 2970
2025
Q1
$4.52M Buy
241,779
+27,473
+13% +$514K ﹤0.01% 3044
2024
Q4
$4.05M Buy
214,306
+117,681
+122% +$2.22M ﹤0.01% 3175
2024
Q3
$1.9M Buy
96,625
+22,137
+30% +$435K ﹤0.01% 3070
2024
Q2
$1.19M Sell
74,488
-44,541
-37% -$712K ﹤0.01% 3249
2024
Q1
$1.93M Sell
119,029
-1,989
-2% -$32.3K ﹤0.01% 3015
2023
Q4
$1.85M Buy
121,018
+32,435
+37% +$497K ﹤0.01% 2930
2023
Q3
$1.24M Sell
88,583
-451
-0.5% -$6.32K ﹤0.01% 2919
2023
Q2
$1.42M Buy
89,034
+17,594
+25% +$281K ﹤0.01% 2985
2023
Q1
$1.06M Buy
71,440
+11,991
+20% +$177K ﹤0.01% 3137
2022
Q4
$957K Buy
59,449
+7,407
+14% +$119K ﹤0.01% 3178
2022
Q3
$840K Buy
52,042
+1,670
+3% +$27K ﹤0.01% 2984
2022
Q2
$890K Buy
50,372
+4,772
+10% +$84.3K ﹤0.01% 2968
2022
Q1
$1.12M Sell
45,600
-6,730
-13% -$165K ﹤0.01% 3126
2021
Q4
$1.43M Buy
52,330
+11,296
+28% +$309K ﹤0.01% 3159
2021
Q3
$940K Sell
41,034
-1,312
-3% -$30.1K ﹤0.01% 3302
2021
Q2
$924K Sell
42,346
-13,361
-24% -$292K ﹤0.01% 3311
2021
Q1
$1.07M Buy
55,707
+157
+0.3% +$3.01K ﹤0.01% 3293
2020
Q4
$823K Buy
55,550
+2,733
+5% +$40.5K ﹤0.01% 3292
2020
Q3
$715K Sell
52,817
-5,632
-10% -$76.2K ﹤0.01% 3137
2020
Q2
$756K Sell
58,449
-6,651
-10% -$86K ﹤0.01% 3043
2020
Q1
$707K Sell
65,100
-27,081
-29% -$294K ﹤0.01% 2941
2019
Q4
$1.45M Buy
92,181
+34,092
+59% +$536K ﹤0.01% 3030
2019
Q3
$818K Buy
58,089
+21,757
+60% +$306K ﹤0.01% 3347
2019
Q2
$451K Buy
36,332
+5,096
+16% +$63.3K ﹤0.01% 3605
2019
Q1
$440K Sell
31,236
-9,344
-23% -$132K ﹤0.01% 3437
2018
Q4
$481K Buy
40,580
+2,209
+6% +$26.2K ﹤0.01% 3534
2018
Q3
$600K Buy
38,371
+2,732
+8% +$42.7K ﹤0.01% 3533
2018
Q2
$547K Buy
35,639
+4,725
+15% +$72.5K ﹤0.01% 3480
2018
Q1
$415K Buy
30,914
+1,423
+5% +$19.1K ﹤0.01% 3581
2017
Q4
$439K Sell
29,491
-1,412
-5% -$21K ﹤0.01% 3539
2017
Q3
$481K Sell
30,903
-244
-0.8% -$3.8K ﹤0.01% 3479
2017
Q2
$531K Buy
31,147
+2,893
+10% +$49.3K ﹤0.01% 3319
2017
Q1
$430K Sell
28,254
-7,018
-20% -$107K ﹤0.01% 3371
2016
Q4
$531K Buy
35,272
+12,056
+52% +$181K ﹤0.01% 3267
2016
Q3
$277K Sell
23,216
-4,015
-15% -$47.9K ﹤0.01% 3514
2016
Q2
$306K Buy
27,231
+7,760
+40% +$87.2K ﹤0.01% 3478
2016
Q1
$193K Buy
19,471
+101
+0.5% +$1K ﹤0.01% 3798
2015
Q4
$196K Sell
19,370
-946
-5% -$9.57K ﹤0.01% 3780
2015
Q3
$189K Buy
20,316
+860
+4% +$8K ﹤0.01% 3752
2015
Q2
$191K Sell
19,456
-1,904
-9% -$18.7K ﹤0.01% 3906
2015
Q1
$215K Buy
21,360
+3,847
+22% +$38.7K ﹤0.01% 3744
2014
Q4
$168K Buy
+17,513
New +$168K ﹤0.01% 3890