UMH Properties shares owned by Wealthcare Advisory Partners
Quarter-by-quarter ownership of UMH Properties (UMH) shares owned by Wealthcare Advisory Partners
from 13F filings
Historical chart of Wealthcare Advisory Partners investment in UMH Properties
Tip: Access up to 7 years of quarterly data
All positions including UMH Properties held by Wealthcare Advisory Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UMH Properties by Wealthcare Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $301k | 16k | 18.88 |
| 2024-09-30 | $440k | 22k | 19.67 |
| 2024-06-30 | $298k | 19k | 15.99 |
| 2024-03-31 | $254k | 16k | 16.24 |
| 2023-12-31 | $223k | 15k | 15.32 |
| 2023-09-30 | $161k | 12k | 14.02 |
| 2021-03-31 | $2.0k | 86 | 23.26 |
| 2020-03-31 | $999 | 82 | 12.20 |
| 2019-12-31 | $1.0k | 81 | 12.35 |
| 2019-09-30 | $1.0k | 80 | 12.50 |
| 2019-06-30 | $1.0k | 80 | 12.50 |
| 2019-03-31 | $1.0k | 80 | 12.50 |
| 2018-12-31 | $1.0k | 80 | 12.50 |
| 2018-09-30 | $1.0k | 80 | 12.50 |
More positions owned by Wealthcare Advisory Partners
View all positions for Wealthcare Advisory Partners