VAM
UMH
Vert Asset Management’s UMH Properties UMH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Sell |
34,594
-2,724
| -7% | -$45.7K | 0.21% | 37 |
|
|
2025
Q1 | $698K | Buy |
37,318
+6,050
| +19% | +$113K | 0.24% | 35 |
|
|
2024
Q4 | $590K | Buy |
31,268
+5,670
| +22% | +$107K | 0.2% | 36 |
|
|
2024
Q3 | $504K | Hold |
25,598
| – | – | 0.17% | 38 |
|
|
2024
Q2 | $409K | Buy |
25,598
+1,284
| +5% | +$20.5K | 0.16% | 39 |
|
|
2024
Q1 | $395K | Buy |
24,314
+414
| +2% | +$6.72K | 0.17% | 39 |
|
|
2023
Q4 | $366K | Hold |
23,900
| – | – | 0.16% | 39 |
|
|
2023
Q3 | $335K | Hold |
23,900
| – | – | 0.17% | 39 |
|
|
2023
Q2 | $382K | Hold |
23,900
| – | – | 0.2% | 38 |
|
|
2023
Q1 | $353K | Buy |
23,900
+11,353
| +90% | +$168K | 0.21% | 35 |
|
|
2022
Q4 | $202K | Buy |
+12,547
| New | +$202K | 0.18% | 38 |
|
|
2022
Q2 | – | Sell |
-8,904
| Closed | -$219K | – | 42 |
|
|
2022
Q1 | $219K | Buy |
8,904
+677
| +8% | +$16.7K | 0.18% | 41 |
|
|
2021
Q4 | $225K | Buy |
+8,227
| New | +$225K | 0.19% | 44 |
|