Montag A & Associates Inc Umh Properties, Inc. Transaction History

Montag A & Associates Inc

$2.09 Billion
Q3 2024

A detailed history of Montag A & Associates Inc transactions in Umh Properties, Inc. stock. As of the latest transaction made, Montag A & Associates Inc holds 270,911 shares of UMH stock, worth $5.14 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

270,911

Previous 270,911 -0.0%

Holding current value

$5.14 Million

Previous $4.33 Million 23.02%

% of portfolio

0.25%

Previous 0.22%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	SELL	$14.17 - $16.29 $120,501 - $138,530	-8,504 Reduced 3.04%	270,911 $4.4 Million
Q4 2023 Feb 07, 2024	SELL	$13.41 - $15.56 $33,525 - $38,900	-2,500 Reduced 0.89%	279,415 $4.28 Million
Q3 2023 Nov 09, 2023	SELL	$13.91 - $16.71 $56,210 - $67,525	-4,041 Reduced 1.41%	281,915 $3.95 Million
Q2 2023 Aug 09, 2023	SELL	$14.53 - $16.53 $5,158 - $5,868	-355 Reduced 0.12%	285,956 $4.57 Million
Q4 2022 Feb 02, 2023	SELL	$15.2 - $18.29 $272,384 - $327,756	-17,920 Reduced 5.89%	286,311 $4.61 Million
Q3 2022 Nov 09, 2022	BUY	$15.9 - $21.31 $34,185 - $45,816	2,150 Added 0.71%	304,231 $4.91 Million
Q2 2022 Aug 10, 2022	BUY	$16.57 - $25.14 $79,536 - $120,672	4,800 Added 1.61%	302,081 $5.34 Million
Q1 2022 May 02, 2022	SELL	$22.68 - $26.62 $132,496 - $155,514	-5,842 Reduced 1.93%	297,281 $7.31 Million
Q4 2021 Feb 09, 2022	SELL	$22.47 - $27.33 $230,856 - $280,788	-10,274 Reduced 3.28%	303,123 $8.28 Million
Q3 2021 Nov 08, 2021	SELL	$21.68 - $25.58 $319,281 - $376,716	-14,727 Reduced 4.49%	313,397 $7.18 Million
Q2 2021 Aug 03, 2021	SELL	$19.21 - $22.96 $110,207 - $131,721	-5,737 Reduced 1.72%	328,124 $7.16 Million
Q1 2021 May 14, 2021	SELL	$14.35 - $19.54 $15,785 - $21,494	-1,100 Reduced 0.33%	333,861 $6.4 Million
Q4 2020 Feb 12, 2021	SELL	$13.21 - $16.54 $524,872 - $657,183	-39,733 Reduced 10.6%	334,961 $4.96 Million
Q3 2020 Nov 12, 2020	SELL	$11.69 - $14.89 $683,409 - $870,484	-58,461 Reduced 13.5%	374,694 $5.07 Million
Q2 2020 Aug 04, 2020	SELL	$9.87 - $13.96 $32,985 - $46,654	-3,342 Reduced 0.77%	433,155 $5.6 Million
Q1 2020 May 06, 2020	SELL	$9.11 - $16.64 $284,313 - $519,317	-31,209 Reduced 6.67%	436,497 $4.74 Million
Q4 2019 Feb 05, 2020	SELL	$14.16 - $16.2 $1.2 Million - $1.37 Million	-84,405 Reduced 15.29%	467,706 $7.36 Million
Q3 2019 Nov 04, 2019	SELL	$11.77 - $14.08 $305,325 - $365,249	-25,941 Reduced 4.49%	552,111 $7.77 Million
Q2 2019 Aug 06, 2019	SELL	$12.24 - $14.18 $325,278 - $376,833	-26,575 Reduced 4.4%	578,052 $7.17 Million
Q1 2019 May 01, 2019	SELL	$11.42 - $14.3 $1.17 Million - $1.47 Million	-102,651 Reduced 14.51%	604,627 $8.51 Million
Q4 2018 Feb 06, 2019	SELL	$11.28 - $15.55 $1.16 Million - $1.6 Million	-103,010 Reduced 12.71%	707,278 $8.37 Million
Q3 2018 Nov 07, 2018	BUY	$14.92 - $16.56 $12.1 Million - $13.4 Million	810,288 New	810,288 $12.7 Million

Others Institutions Holding UMH

# of Institutions

224

Shares Held

55.2M

Call Options Held

14.6K

Put Options Held

13.4K

View Full List

About UMH PROPERTIES, INC.

Ticker UMH
Exchange NYSE
Sector Real Estate
Industry REIT—Residential
Shares Outstandng 55,064,800
Market Cap $1.04B
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...

More about UMH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Montag A & Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Montag A & Associates Inc with notifications on news.

Account

Montag A & Associates Inc Umh Properties, Inc. Transaction History