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Livermore
Livermore
ZHEN

Crestwood Advisors Group LLC

SEC CIK
0001426853
Latest filing
Aug 3, 2026

UMH holding history

Umh Properties, Inc. in every 13F filed by Crestwood Advisors Group 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 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of UMH by Crestwood Advisors Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−13,872−100.0%Sold outHolders
Q3 202513,872$206.0K<0.1%+36+0.3%AddedHolders
Q2 202513,836$232.3K<0.1%+240+1.8%AddedHolders
Q1 202513,596$254.2K<0.1%00.0%UnchangedHolders
Q4 202413,596$256.7K<0.1%00.0%UnchangedHolders
Q3 202413,596$267.4K<0.1%00.0%UnchangedHolders
Q2 202413,596$217.4K<0.1%00.0%UnchangedHolders
Q1 202413,596$220.8K<0.1%00.0%UnchangedHolders
Q4 202313,596$208.3K<0.1%00.0%UnchangedHolders
Q3 202313,596$190.6K<0.1%−295−2.1%ReducedHolders
Q2 202313,891$222.0K<0.1%+295+2.2%AddedHolders
Q1 202313,596$201.1K<0.1%00.0%UnchangedHolders
Q4 202213,596$218.9K<0.1%00.0%UnchangedHolders
Q3 202213,596$220.0K<0.1%−1,442−9.6%ReducedHolders
Q2 202215,038$266.0K<0.1%00.0%UnchangedHolders
Q1 202215,038$370.0K<0.1%00.0%UnchangedHolders
Q4 202115,038$411.0K<0.1%00.0%UnchangedHolders
Q3 202115,038$344.0K<0.1%+1,142+8.2%AddedHolders
Q2 202113,896$303.0K<0.1%00.0%UnchangedHolders
Q1 202113,896$266.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.