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Copeland Capital Management, LLC: UMH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Copeland Capital Management, LLC on UMH, newest first. How the timeline and the estimate are built.

Copeland Capital Management, LLC held 0 UMH shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -1,130,858 shares

    13F-HR 0001580642-26-004833 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 1,130,858 shares
    Change vs previous 13F -18,976 shares

    0.36% of the 13F portfolio, value $16,318,283.

    13F-HR 0001580642-26-002984 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,149,834 shares
    Change vs previous 13F -442,710 shares

    0.41% of the 13F portfolio, value $18,293,870.

    13F-HR 0001580642-26-000539 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,592,544 shares
    Change vs previous 13F -959,514 shares

    0.49% of the 13F portfolio, value $23,649,283.

    13F-HR 0001580642-25-006630 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,552,058 shares
    Change vs previous 13F -191,716 shares

    0.88% of the 13F portfolio, value $42,849,060.

    13F-HR 0001580642-25-004379 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,743,774 shares
    Change vs previous 13F -84,695 shares

    1.03% of the 13F portfolio, value $51,308,575.

    13F-HR 0001580642-25-002522 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,828,469 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $53,401,499.

    13F-HR 0001580642-25-000412 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).