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Diversified Trust Co

SEC CIK
0001479844
Latest filing
Jul 17, 2026

UMH holding history

Umh Properties, Inc. in every 13F filed by Diversified Trust Co, 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
8
Since Q4 2023
Holdings of UMH by Diversified Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−12,789−100.0%Sold outHolders
Q3 202512,789$189.9K<0.1%+1,025+8.7%AddedHolders
Q2 202511,764$197.5K<0.1%+26+0.2%AddedHolders
Q1 202511,738$219.5K<0.1%−5,698−32.7%ReducedHolders
Q4 202417,436$329.2K<0.1%+1,957+12.6%AddedHolders
Q3 202415,479$304.5K<0.1%+267+1.8%AddedHolders
Q2 202415,212$243.2K<0.1%+1,024+7.2%AddedHolders
Q1 202414,188$230.4K<0.1%+531+3.9%AddedHolders
Q4 202313,657$209.2K<0.1%+13,657NewHolders