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Montag & Caldwell, LLC

SEC CIK
0000067698
Latest filing
Aug 15, 2025

UMH holding history

Umh Properties, Inc. in every 13F filed by Montag & Caldwell, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UMH overviewAll 13F holders of UMHFull Q2 2025 holdings

Shares (Q2 2025)
6,900
Value
$115.9K
% of portfolio
<0.1%
Quarters held
3
Since Q4 2024
Holdings of UMH by Montag & Caldwell, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20256,900$115.9K<0.1%00.0%UnchangedHolders
Q1 20256,900$129.0K<0.1%00.0%UnchangedHolders
Q4 20246,900$130.3K<0.1%+6,900NewHolders