Envestnet Asset Management Inc Umh Properties, Inc. Transaction History

Envestnet Asset Management Inc

$302 Billion
Q3 2024

A detailed history of Envestnet Asset Management Inc transactions in Umh Properties, Inc. stock. As of the latest transaction made, Envestnet Asset Management Inc holds 433,410 shares of UMH stock, worth $8.3 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

433,410

Previous 421,850 2.74%

Holding current value

$8.3 Million

Previous $6.75 Million 26.39%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$16.04 - $20.43 $185,422 - $236,170	11,560 Added 2.74%	433,410 $8.53 Million
Q2 2024 Aug 08, 2024	BUY	$14.75 - $16.49 $616,166 - $688,853	41,774 Added 10.99%	421,850 $6.75 Million
Q1 2024 May 13, 2024	BUY	$14.17 - $16.29 $353,569 - $406,468	24,952 Added 7.03%	380,076 $6.17 Million
Q4 2023 Feb 13, 2024	SELL	$13.41 - $15.56 $263,922 - $306,236	-19,681 Reduced 5.25%	355,124 $5.44 Million
Q3 2023 Nov 13, 2023	BUY	$13.91 - $16.71 $1.71 Million - $2.06 Million	123,248 Added 48.99%	374,805 $5.25 Million
Q2 2023 Aug 04, 2023	BUY	$14.53 - $16.53 $221,103 - $251,537	15,217 Added 6.44%	251,557 $4.02 Million
Q1 2023 May 11, 2023	BUY	$13.9 - $18.87 $740,744 - $1.01 Million	53,291 Added 29.11%	236,340 $3.5 Million
Q4 2022 Feb 07, 2023	SELL	$15.2 - $18.29 $106,825 - $128,542	-7,028 Reduced 3.7%	183,049 $2.95 Million
Q3 2022 Nov 10, 2022	BUY	$15.9 - $21.31 $90,073 - $120,721	5,665 Added 3.07%	190,077 $3.07 Million
Q2 2022 Aug 03, 2022	SELL	$16.57 - $25.14 $23,098 - $35,045	-1,394 Reduced 0.75%	184,412 $3.26 Million
Q1 2022 May 04, 2022	BUY	$22.68 - $26.62 $297,176 - $348,801	13,103 Added 7.59%	185,806 $4.57 Million
Q4 2021 Feb 04, 2022	BUY	$22.47 - $27.33 $278,066 - $338,208	12,375 Added 7.72%	172,703 $4.72 Million
Q3 2021 Oct 07, 2021	BUY	$21.68 - $25.58 $237,092 - $279,742	10,936 Added 7.32%	160,328 $3.67 Million
Q2 2021 Aug 04, 2021	BUY	$19.21 - $22.96 $958,694 - $1.15 Million	49,906 Added 50.16%	149,392 $3.26 Million
Q1 2021 May 04, 2021	BUY	$14.35 - $19.54 $1.43 Million - $1.94 Million	99,486 New	99,486 $1.91 Million

Others Institutions Holding UMH

# of Institutions

226

Shares Held

55.3M

Call Options Held

14.6K

Put Options Held

13.4K

View Full List

About UMH PROPERTIES, INC.

Ticker UMH
Exchange NYSE
Sector Real Estate
Industry REIT—Residential
Shares Outstandng 55,064,800
Market Cap $1.06B
Description
UMH Properties, Inc., which was organized in 1968, is a public equity REIT that owns and operates 124 manufactured home communities containing approximately 23,400 developed homesites. These communities are located in New Jersey, New York, Ohio, Pennsylvania, Tennessee, Indiana, Michigan and Maryland. In addition, the Company owns a portfolio of...

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Envestnet Asset Management Inc Umh Properties, Inc. Transaction History