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UMH Properties shares owned by LPL Financial

Quarter-by-quarter ownership of UMH Properties (UMH) shares owned by LPL Financial from 13F filings

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
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