UMH Properties shares owned by A. Montag and Associates
Quarter-by-quarter ownership of UMH Properties (UMH) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in UMH Properties
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Quarterly reported holdings in UMH Properties by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 266k | 14.85 |
| 2025-06-30 | $4.5M | 266k | 16.79 |
| 2025-03-31 | $5.0M | 266k | 18.70 |
| 2024-12-31 | $5.0M | 267k | 18.88 |
| 2024-09-30 | $5.3M | 271k | 19.67 |
| 2024-06-30 | $4.3M | 271k | 15.99 |
| 2024-03-31 | $4.4M | 271k | 16.24 |
| 2023-12-31 | $4.3M | 279k | 15.32 |
| 2023-09-30 | $4.0M | 282k | 14.02 |
| 2023-06-30 | $4.6M | 286k | 15.98 |
| 2023-03-31 | $4.2M | 286k | 14.79 |
| 2022-12-31 | $4.6M | 286k | 16.10 |
| 2022-09-30 | $4.9M | 304k | 16.15 |
| 2022-06-30 | $5.3M | 302k | 17.66 |
| 2022-03-31 | $7.3M | 297k | 24.59 |
| 2021-12-31 | $8.3M | 303k | 27.33 |
| 2021-09-30 | $7.2M | 313k | 22.90 |
| 2021-06-30 | $7.2M | 328k | 21.82 |
| 2021-03-31 | $6.4M | 334k | 19.17 |
| 2020-12-31 | $5.0M | 335k | 14.81 |
| 2020-09-30 | $5.1M | 375k | 13.54 |
| 2020-06-30 | $5.6M | 433k | 12.93 |
| 2020-03-31 | $4.7M | 437k | 10.86 |
| 2019-12-31 | $7.4M | 468k | 15.73 |
| 2019-09-30 | $7.8M | 552k | 14.08 |
| 2019-06-30 | $7.2M | 578k | 12.41 |
| 2019-03-31 | $8.5M | 605k | 14.08 |
| 2018-12-31 | $8.4M | 707k | 11.84 |
| 2018-09-30 | $13M | 810k | 15.64 |
More positions owned by A. Montag and Associates
Home Depot (HD)
View all positions for A. Montag and Associates