William Blair Investment Management’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 | $29.5M | Sell |
1,757,148
-147,297
| -8% | -$2.47M | 0.08% | 214 |
|
|
2025
Q1 | $35.6M | Sell |
1,904,445
-87,975
| -4% | -$1.65M | 0.1% | 181 |
|
|
2024
Q4 | $37.6M | Buy |
1,992,420
+48,480
| +2% | +$915K | 0.09% | 192 |
|
|
2024
Q3 | $38.2M | Sell |
1,943,940
-59,809
| -3% | -$1.18M | 0.09% | 178 |
|
|
2024
Q2 | $32M | Sell |
2,003,749
-4,115
| -0.2% | -$65.8K | 0.08% | 209 |
|
|
2024
Q1 | $32.6M | Buy |
2,007,864
+10
| +0% | +$162 | 0.08% | 230 |
|
|
2023
Q4 | $30.8M | Sell |
2,007,854
-43,720
| -2% | -$670K | 0.09% | 224 |
|
|
2023
Q3 | $28.8M | Sell |
2,051,574
-158,903
| -7% | -$2.23M | 0.1% | 226 |
|
|
2023
Q2 | $35.3M | Buy |
2,210,477
+39,895
| +2% | +$638K | 0.11% | 190 |
|
|
2023
Q1 | $32.1M | Buy |
2,170,582
+290,576
| +15% | +$4.3M | 0.11% | 207 |
|
|
2022
Q4 | $30.3M | Sell |
1,880,006
-72,577
| -4% | -$1.17M | 0.12% | 199 |
|
|
2022
Q3 | $31.5M | Buy |
1,952,583
+325,035
| +20% | +$5.25M | 0.12% | 176 |
|
|
2022
Q2 | $28.7M | Sell |
1,627,548
-37,077
| -2% | -$655K | 0.11% | 214 |
|
|
2022
Q1 | $40.9M | Sell |
1,664,625
-19,350
| -1% | -$476K | 0.12% | 181 |
|
|
2021
Q4 | $46M | Sell |
1,683,975
-141,709
| -8% | -$3.87M | 0.12% | 175 |
|
|
2021
Q3 | $41.8M | Buy |
1,825,684
+1,821,864
| +47,693% | +$41.7M | 0.12% | 202 |
|
|
2021
Q2 | $83K | Buy |
+3,820
| New | +$83K | ﹤0.01% | 414 |
|