Copeland Capital Management, LLC Umh Properties, Inc. Transaction History

Copeland Capital Management, LLC

$4.7 Billion
Q3 2025

A detailed history of Copeland Capital Management, LLC transactions in Umh Properties, Inc. stock. As of the latest transaction made, Copeland Capital Management, LLC holds 1,592,544 shares of UMH stock, worth $24.1 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

1,592,544

Previous 2,552,058 37.6%

Holding current value

$24.1 Million

Previous $42.8 Million 44.81%

% of portfolio

0.5%

Previous 0.91%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$14.69 - $17.34 $14.1 Million - $16.6 Million	-959,514 Reduced 37.6%	1,592,544 $23.6 Million
Q2 2025 Jul 21, 2025	SELL	$16.36 - $18.82 $3.14 Million - $3.61 Million	-191,716 Reduced 6.99%	2,552,058 $42.8 Million
Q1 2025 Apr 24, 2025	SELL	$17.49 - $19.0 $1.48 Million - $1.61 Million	-84,695 Reduced 2.99%	2,743,774 $51.3 Million
Q4 2024 Jan 24, 2025	BUY	$18.21 - $19.85 $1.23 Million - $1.34 Million	67,353 Added 2.44%	2,828,469 $53.4 Million
Q3 2024 Oct 21, 2024	BUY	$16.04 - $20.43 $143,493 - $182,766	8,946 Added 0.33%	2,761,116 $54.3 Million

Q2 2024 Jul 26, 2024	BUY	$14.75 - $16.49 $4.87 Million - $5.45 Million	330,263 Added 13.64%	2,752,170 $44 Million
Q1 2024 Apr 19, 2024	BUY	$14.17 - $16.29 $1.23 Million - $1.41 Million	86,478 Added 3.7%	2,421,907 $39.3 Million
Q4 2023 Jan 19, 2024	SELL	$13.41 - $15.56 $1.07 Million - $1.24 Million	-79,776 Reduced 3.3%	2,335,429 $35.8 Million
Q3 2023 Oct 23, 2023	BUY	$13.91 - $16.71 $17,943 - $21,555	1,290 Added 0.05%	2,415,205 $33.9 Million
Q2 2023 Jul 14, 2023	BUY	$14.53 - $16.53 $222,512 - $253,140	15,314 Added 0.64%	2,413,915 $38.6 Million
Q1 2023 Apr 14, 2023	BUY	$13.9 - $18.87 $10.1 Million - $13.7 Million	726,254 Added 43.43%	2,398,601 $35.5 Million
Q4 2022 Jan 13, 2023	BUY	$15.2 - $18.29 $952,340 - $1.15 Million	62,654 Added 3.89%	1,672,347 $26.9 Million
Q3 2022 Oct 12, 2022	BUY	$15.9 - $21.31 $412,350 - $552,653	25,934 Added 1.64%	1,609,693 $26 Million
Q2 2022 Jul 15, 2022	SELL	$16.57 - $25.14 $244,341 - $370,714	-14,746 Reduced 0.92%	1,583,759 $28 Million
Q1 2022 Apr 18, 2022	BUY	$22.68 - $26.62 $666,678 - $782,494	29,395 Added 1.87%	1,598,505 $39.3 Million
Q4 2021 Jan 18, 2022	BUY	$22.47 - $27.33 $1.23 Million - $1.5 Million	54,704 Added 3.61%	1,569,110 $42.9 Million
Q3 2021 Jan 18, 2022	BUY	$21.68 - $25.58 $837,650 - $988,334	38,637 Added 2.62%	1,514,406 $34.7 Million
Q3 2021 Oct 20, 2021	BUY	$21.68 - $25.58 $592,275 - $698,820	27,319 Added 1.89%	1,475,769 $33.8 Million
Q2 2021 Jan 18, 2022	BUY	$19.21 - $22.96 $706,198 - $844,055	36,762 Added 2.6%	1,448,450 $31.6 Million
Q2 2021 Jul 19, 2021	BUY	$19.21 - $22.96 $8.55 Million - $10.2 Million	445,202 Added 46.06%	1,411,688 $30.8 Million
Q1 2021 Jan 18, 2022	BUY	$14.35 - $19.54 $343,610 - $467,885	23,945 Added 2.54%	966,486 $18.5 Million
Q1 2021 Apr 26, 2021	BUY	$14.35 - $19.54 $13.5 Million - $18.4 Million	942,541 New	942,541 $18.1 Million

Others Institutions Holding UMH

# of Institutions

277

Shares Held

63.7M

Call Options Held

10.8K

Put Options Held

21K

View Full List

About UMH PROPERTIES, INC.

Ticker UMH
Exchange NYSE
Sector Real Estate
Industry REIT—Residential
Shares Outstandng 55,064,800
Market Cap $832M
Description
UMH Properties, Inc., which was organized in 1968, is a public equity REIT that owns and operates 124 manufactured home communities containing approximately 23,400 developed homesites. These communities are located in New Jersey, New York, Ohio, Pennsylvania, Tennessee, Indiana, Michigan and Maryland. In addition, the Company owns a portfolio of...

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Copeland Capital Management, LLC Umh Properties, Inc. Transaction History