Vert Asset Management’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Sell |
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|
2025
Q1 | $698K | Buy |
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|
2024
Q4 | $590K | Buy |
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|
2024
Q3 | $504K | Hold |
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|
2024
Q2 | $409K | Buy |
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|
2024
Q1 | $395K | Buy |
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|
2023
Q4 | $366K | Hold |
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|
2023
Q3 | $335K | Hold |
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|
2023
Q2 | $382K | Hold |
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|
2023
Q1 | $353K | Buy |
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|
2022
Q4 | $202K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $219K | Buy |
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|
2021
Q4 | $225K | Buy |
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