UMH Properties shares owned by Montag & Caldwell
Quarter-by-quarter ownership of UMH Properties (UMH) shares owned by Montag & Caldwell
from 13F filings
Historical chart of Montag & Caldwell investment in UMH Properties
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All positions including UMH Properties held by Montag & Caldwell consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UMH Properties by Montag & Caldwell
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $116k | 6.9k | 16.79 |
| 2025-03-31 | $129k | 6.9k | 18.70 |
| 2024-12-31 | $130k | 6.9k | 18.88 |
| 2018-12-31 | $189k | 16k | 11.81 |