UMH Properties shares owned by LPL Financial
Historical chart of LPL Financial investment in UMH Properties
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All positions including UMH Properties held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UMH Properties by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $407k | 27k | 14.85 |
| 2025-06-30 | $390k | 23k | 16.79 |
| 2025-03-31 | $1.1M | 60k | 18.70 |
| 2024-12-31 | $1.2M | 63k | 18.88 |
| 2024-09-30 | $1.1M | 56k | 19.67 |
| 2024-06-30 | $329k | 21k | 15.99 |
| 2024-03-31 | $304k | 19k | 16.24 |
| 2023-09-30 | $483k | 35k | 14.02 |
| 2023-06-30 | $471k | 30k | 15.98 |
| 2022-12-31 | $202k | 13k | 16.10 |
| 2022-09-30 | $225k | 14k | 16.16 |
| 2022-06-30 | $211k | 12k | 17.62 |
| 2022-03-31 | $266k | 11k | 24.59 |
| 2021-12-31 | $373k | 14k | 27.30 |
| 2021-09-30 | $216k | 9.4k | 22.88 |
| 2020-12-31 | $210k | 14k | 14.78 |
| 2020-09-30 | $186k | 14k | 13.53 |
| 2020-06-30 | $140k | 11k | 12.91 |
| 2020-03-31 | $292k | 27k | 10.85 |
| 2019-12-31 | $414k | 26k | 15.73 |
| 2019-09-30 | $455k | 32k | 14.09 |
| 2019-06-30 | $1.1M | 85k | 12.41 |
| 2019-03-31 | $1.1M | 80k | 14.08 |
| 2018-12-31 | $677k | 57k | 11.84 |
| 2018-09-30 | $855k | 55k | 15.63 |
| 2018-06-30 | $873k | 57k | 15.36 |
| 2018-03-31 | $665k | 50k | 13.42 |
| 2017-12-31 | $297k | 20k | 14.92 |
| 2017-09-30 | $237k | 15k | 15.54 |
| 2017-06-30 | $1.4M | 83k | 17.05 |
| 2017-03-31 | $1.4M | 91k | 15.12 |
| 2016-12-31 | $1.4M | 96k | 14.97 |
| 2016-09-30 | $1.1M | 96k | 11.65 |
| 2016-06-30 | $1.0M | 83k | 12.29 |
| 2016-03-31 | $1.4M | 142k | 9.77 |
| 2015-12-31 | $1.2M | 121k | 9.99 |
| 2015-09-30 | $580k | 60k | 9.65 |
| 2015-06-30 | $624k | 63k | 9.98 |
| 2015-03-31 | $460k | 44k | 10.35 |
| 2014-12-31 | $410k | 43k | 9.54 |
| 2014-09-30 | $452k | 48k | 9.49 |
| 2014-06-30 | $410k | 41k | 10.02 |
| 2014-03-31 | $354k | 36k | 9.78 |
| 2013-12-31 | $278k | 30k | 9.42 |
| 2013-09-30 | $244k | 24k | 10.00 |
| 2013-06-30 | $152k | 15k | 10.27 |
| 2012-12-31 | $153k | 14k | 10.70 |
| 2012-09-30 | $171k | 14k | 11.96 |
| 2011-09-30 | $118k | 13k | 9.08 |