UMH — UMH PPTYS INC

Ownership history in Advisory Services Network, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in UMH PPTYS INC (UMH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 507 -350 -40.8% 0.00% $8K $14.42
2023 Q4 REDUCED 857 -3,797 -81.6% 0.00% $13K $13.61
2023 Q1 ADDED 4,654 +316 +7.3% 0.00% $69K $12.61
2022 Q4 ADDED 4,338 +542 +14.3% 0.00% $70K $13.58
2021 Q2 INITIATED 3,796 — — 0.00% $83K $17.39
% of Fund (quarterly)    UMH price (monthly, adj. close)

Other funds also holding UMH

As of 2025 Q4 — sorted by position size

LDR Capital Management LLC 3Y 7Y 1.56% PRIVATE MANAGEMENT GROUP INC 3Y 7Y 0.85% Ulland Investment Advisors, LLC 3Y 0.84% TABR Capital Management, LLC 0.69% Silver Lake Advisory, LLC 3Y 7Y 0.69% CALDWELL SUTTER CAPITAL, INC. 3Y 0.57% EntryPoint Capital, LLC 0.46% Copeland Capital Management, LLC 3Y 7Y 0.41% PACIFIC HEIGHTS ASSET MANAGEMENT LLC 3Y 7Y 0.39% McIlrath & Eck, LLC 3Y 7Y 0.36%
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