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UMH Properties shares owned by BCO Wealth Management

Quarter-by-quarter ownership of UMH Properties (UMH) shares owned by BCO Wealth Management from 13F filings

Historical chart of BCO Wealth Management investment in UMH Properties

Tip: Access up to 7 years of quarterly data

All positions including UMH Properties held by BCO Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UMH Properties by BCO Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $296k 20k 14.85
2025-06-30 $335k 20k 16.79
2025-03-31 $373k 20k 18.70

More positions owned by BCO Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard World Mega Grwth Ind (MGK)

View all positions for BCO Wealth Management

Top funds holding UMH Properties

Vanguard Group
BlackRock
T. Rowe Price Investment Management
Capital Research Global Investors
State Street Corporation
FMR
American Century Companies
Geode Capital Management
Private Management Group
William Blair Investment Management
Copeland Capital Management
Jennison Associates
D.A. Davidson & Co.
Charles Schwab Investment Management
Dimensional Fund Advisors

View all funds holding UMH Properties