UMH Properties shares owned by Creative Planning
Quarter-by-quarter ownership of UMH Properties (UMH) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in UMH Properties
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Quarterly reported holdings in UMH Properties by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $261k | 18k | 14.85 |
| 2025-06-30 | $244k | 15k | 16.79 |
| 2024-12-31 | $95k | 5.1k | 18.88 |
| 2024-09-30 | $268k | 14k | 19.67 |
| 2024-06-30 | $210k | 13k | 15.99 |
| 2024-03-31 | $224k | 14k | 16.24 |
| 2023-12-31 | $199k | 13k | 15.32 |
| 2023-06-30 | $356k | 22k | 15.98 |
| 2017-06-30 | $103k | 6.0k | 17.03 |
| 2017-03-31 | $28k | 1.8k | 15.14 |
| 2016-12-31 | $28k | 1.8k | 15.14 |
| 2016-09-30 | $26k | 2.1k | 12.10 |
| 2016-06-30 | $24k | 2.1k | 11.17 |
| 2016-03-31 | $1.0k | 100 | 10.00 |
| 2015-12-31 | $1.0k | 100 | 10.00 |
| 2015-09-30 | $6.0k | 600 | 10.00 |
| 2015-03-31 | $6.0k | 600 | 10.00 |
| 2014-12-31 | $15k | 1.6k | 9.38 |
| 2014-09-30 | $6.0k | 600 | 10.00 |
| 2014-06-30 | $1.0k | 100 | 10.00 |
| 2014-03-31 | $1.0k | 100 | 10.00 |
| 2013-09-30 | $26k | 2.6k | 9.90 |
| 2011-12-31 | $11k | 1.2k | 9.17 |