Wells Fargo’s UMH Properties UMH Stock Holding History

Wells Fargo’s Portfolio UMH Stock Details UMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.95M	Sell	343,324 -60,394	-15%	-$935K	﹤0.01%	2602
2025 Q4	$6.42M	Buy	403,718 +42,655	+12%	+$641K	﹤0.01%	2433
2025 Q3	$5.36M	Buy	361,063 +71,329	+25%	+$1.14M	﹤0.01%	2507
2025 Q2	$4.86M	Sell	289,734 -1,824	-0.6%	-$31.2K	﹤0.01%	2492
2025 Q1	$5.45M	Sell	291,558 -5,922	-2%	-$108K	﹤0.01%	2341
2024 Q4	$5.62M	Buy	297,480 +6,414	+2%	+$122K	﹤0.01%	2341
2024 Q3	$5.73M	Sell	291,066 -2,427	-0.8%	-$45.2K	﹤0.01%	2250
2024 Q2	$4.69M	Buy	293,493 +3,377	+1%	+$52.6K	﹤0.01%	2309
2024 Q1	$4.71M	Sell	290,116 -7,683	-3%	-$118K	﹤0.01%	2301
2023 Q4	$4.56M	Buy	297,799 +1,967	+0.7%	+$28.3K	﹤0.01%	2269
2023 Q3	$4.15M	Sell	295,832 -11,036	-4%	-$170K	﹤0.01%	2248
2023 Q2	$4.9M	Buy	306,868 +2,834	+0.9%	+$43.9K	﹤0.01%	2161
2023 Q1	$4.5M	Buy	304,034 +4,301	+1%	+$70.6K	﹤0.01%	2204
2022 Q4	$4.83M	Buy	299,733 +3,258	+1%	+$54.8K	﹤0.01%	2115
2022 Q3	$4.79M	Buy	296,475 +5,559	+2%	+$104K	﹤0.01%	2030
2022 Q2	$5.14M	Sell	290,916 -51,269	-15%	-$1.07M	﹤0.01%	2084
2022 Q1	$8.41M	Sell	342,185 -55,467	-14%	-$1.33M	﹤0.01%	1987
2021 Q4	$10.9M	Buy	397,652 +21,661	+6%	+$522K	﹤0.01%	1802
2021 Q3	$8.61M	Buy	375,991 +48,783	+15%	+$1.14M	﹤0.01%	2342
2021 Q2	$7.14M	Sell	327,208 -13,604	-4%	-$290K	﹤0.01%	2524
2021 Q1	$6.53M	Sell	340,812 -76,283	-18%	-$1.28M	﹤0.01%	2576
2020 Q4	$6.18M	Sell	417,095 -4,669	-1%	-$67.9K	﹤0.01%	2537
2020 Q3	$5.71M	Sell	421,764 -35,967	-8%	-$480K	﹤0.01%	2395
2020 Q2	$5.92M	Buy	457,731 +21,017	+5%	+$254K	﹤0.01%	2312
2020 Q1	$4.74M	Sell	436,714 -25,475	-6%	-$370K	﹤0.01%	2267
2019 Q4	$7.27M	Sell	462,189 -19,300	-4%	-$291K	﹤0.01%	2245
2019 Q3	$6.78M	Sell	481,489 -187,935	-28%	-$2.44M	﹤0.01%	2279
2019 Q2	$8.31M	Sell	669,424 -378,507	-36%	-$5.1M	﹤0.01%	2109
2019 Q1	$14.8M	Buy	1,047,931 +10,625	+1%	+$142K	﹤0.01%	1672
2018 Q4	$12.3M	Buy	1,037,306 +9,856	+1%	+$134K	﹤0.01%	1714
2018 Q3	$16.1M	Sell	1,027,450 -56,618	-5%	-$890K	﹤0.01%	1694
2018 Q2	$16.6M	Sell	1,084,068 -54,728	-5%	-$771K	﹤0.01%	1638
2018 Q1	$15.3M	Buy	1,138,796 +56,190	+5%	+$732K	﹤0.01%	1645
2017 Q4	$16.1M	Buy	1,082,606 +11,844	+1%	+$180K	﹤0.01%	1618
2017 Q3	$16.6M	Sell	1,070,762 -281,723	-21%	-$4.51M	0.01%	1556
2017 Q2	$23.1M	Sell	1,352,485 -403,930	-23%	-$6.66M	0.01%	1293
2017 Q1	$26.7M	Buy	1,756,415 +8,411	+0.5%	+$123K	0.01%	1227
2016 Q4	$26.3M	Sell	1,748,004 -26,777	-2%	-$343K	0.01%	1177
2016 Q3	$21.2M	Buy	1,774,781 +22,425	+1%	+$271K	0.01%	1265
2016 Q2	$19.7M	Buy	1,752,356 +37,403	+2%	+$378K	0.01%	1325
2016 Q1	$17M	Buy	1,714,953 +17,438	+1%	+$168K	0.01%	1396
2015 Q4	$17.2M	Buy	1,697,515 +12,721	+0.8%	+$125K	0.01%	1431
2015 Q3	$15.7M	Buy	1,684,794 +17,441	+1%	+$166K	0.01%	1453
2015 Q2	$16.3M	Sell	1,667,353 -48,410	-3%	-$484K	0.01%	1517
2015 Q1	$17.3M	Buy	1,715,763 +33,023	+2%	+$319K	0.01%	1437
2014 Q4	$16.1M	Sell	1,682,740 -10,149	-0.6%	-$97.8K	0.01%	1439
2014 Q3	$16.1M	Buy	1,692,889 +88,059	+5%	+$878K	0.01%	1401
2014 Q2	$16.1M	Buy	1,604,830 +3,089	+0.2%	+$30.5K	0.01%	1440
2014 Q1	$15.7M	Sell	1,601,741 -75,713	-5%	-$715K	0.01%	1438
2013 Q4	$15.8M	Buy	1,677,454 +108,183	+7%	+$1.05M	0.01%	1383
2013 Q3	$15.6M	Buy	1,569,271 +91,460	+6%	+$940K	0.01%	1353
2013 Q2	$15.2M	Buy	+1,477,811	New	+$15.9M	0.01%	1311