UMH Properties shares owned by Wealthtrust Axiom
Quarter-by-quarter ownership of UMH Properties (UMH) shares owned by Wealthtrust Axiom
from 13F filings
Historical chart of Wealthtrust Axiom investment in UMH Properties
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Quarterly reported holdings in UMH Properties by Wealthtrust Axiom
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 109k | 14.85 |
| 2025-06-30 | $1.9M | 115k | 16.79 |
| 2025-03-31 | $2.3M | 123k | 18.70 |
| 2024-12-31 | $2.4M | 129k | 18.88 |
| 2024-09-30 | $2.5M | 128k | 19.67 |
| 2024-06-30 | $2.1M | 129k | 15.99 |
| 2024-03-31 | $2.1M | 130k | 16.24 |
| 2023-12-31 | $2.1M | 135k | 15.32 |
| 2023-09-30 | $1.9M | 133k | 14.02 |
| 2023-06-30 | $2.1M | 132k | 15.98 |
| 2023-03-31 | $1.9M | 126k | 14.79 |
| 2022-12-31 | $2.0M | 126k | 16.10 |
| 2022-09-30 | $1.9M | 116k | 16.14 |
| 2022-06-30 | $1.8M | 100k | 17.65 |
| 2022-03-31 | $2.5M | 100k | 24.59 |
| 2021-12-31 | $2.8M | 101k | 27.33 |
| 2021-09-30 | $2.3M | 102k | 22.90 |
| 2021-06-30 | $2.4M | 108k | 21.81 |
| 2021-03-31 | $2.1M | 111k | 19.16 |
| 2020-12-31 | $1.7M | 115k | 14.81 |
| 2020-09-30 | $1.6M | 115k | 13.54 |
| 2020-06-30 | $1.5M | 119k | 12.92 |
| 2020-03-31 | $1.4M | 129k | 10.86 |
| 2019-12-31 | $2.3M | 144k | 15.72 |
| 2019-09-30 | $2.1M | 146k | 14.08 |
| 2019-06-30 | $1.8M | 149k | 12.41 |
| 2019-03-31 | $2.1M | 150k | 14.08 |
| 2018-12-31 | $1.7M | 145k | 11.83 |
| 2018-09-30 | $1.8M | 114k | 15.64 |
| 2018-06-30 | $1.8M | 115k | 15.34 |
| 2018-03-31 | $1.5M | 115k | 13.41 |
| 2017-12-31 | $1.6M | 109k | 14.89 |
| 2017-09-30 | $1.7M | 107k | 15.54 |
| 2017-06-30 | $1.9M | 112k | 17.05 |
| 2017-03-31 | $1.8M | 116k | 15.20 |
| 2016-12-31 | $1.8M | 118k | 15.04 |
| 2016-09-30 | $1.5M | 124k | 11.92 |
| 2016-06-30 | $1.4M | 122k | 11.25 |
| 2016-03-31 | $1.1M | 113k | 9.92 |
| 2015-12-31 | $1.1M | 108k | 10.11 |
| 2015-09-30 | $896k | 96k | 9.29 |
| 2015-06-30 | $520k | 53k | 9.79 |
| 2015-03-31 | $529k | 53k | 10.07 |
| 2014-12-31 | $467k | 49k | 9.54 |
| 2014-09-30 | $464k | 49k | 9.49 |
| 2014-06-30 | $478k | 48k | 10.01 |
| 2014-03-31 | $356k | 36k | 9.77 |