Holdings in UMH
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$4,516,989 |
283,909 |
-13.8%
|
Shares |
Other |
2026-02-11 |
| 2025-09-30 |
$4,893,443 |
329,525 |
+9.9%
|
Shares |
Other |
2025-11-26 |
| 2025-06-30 |
$5,035,151 |
299,890 |
-19.8%
|
Shares |
Other |
2025-08-12 |
| 2025-03-31 |
$6,988,599 |
373,722 |
-18.8%
|
Shares |
Other |
2025-05-12 |
| 2024-12-31 |
$8,692,464 |
460,406 |
+12.1%
|
Shares |
Other |
2025-02-12 |
| 2024-09-30 |
$8,081,534 |
410,856 |
+20.0%
|
Shares |
Defined |
2024-12-26 |
| 2024-06-30 |
$5,472,990 |
342,276 |
-36.8%
|
Shares |
Other |
2024-12-26 |
| 2024-03-31 |
$8,799,707 |
541,854 |
+6.1%
|
Shares |
Other |
2024-12-26 |
| 2023-12-31 |
$7,826,815 |
510,889 |
-27.7%
|
Shares |
Other |
2024-12-26 |
| 2023-09-30 |
$9,912,011 |
706,991 |
-4.8%
|
Shares |
Other |
2023-11-14 |
| 2023-06-30 |
$11,869,651 |
742,782 |
-25.4%
|
Shares |
Other |
2023-08-11 |
| 2023-03-31 |
$14,732,952 |
996,143 |
+7.8%
|
Shares |
Other |
2023-05-18 |
| 2022-12-31 |
$14,875,480 |
923,943 |
+106.2%
|
Shares |
Other |
2023-02-13 |
| 2022-09-30 |
$7,235,165 |
447,998 |
-1.9%
|
Shares |
Other |
2022-11-14 |
| 2022-06-30 |
$8,065,887 |
456,732 |
-5.8%
|
Shares |
Other |
2022-08-11 |
| 2022-03-31 |
$11,921,551 |
484,813 |
-7.5%
|
Shares |
Other |
2022-05-11 |
| 2021-12-31 |
$14,326,741 |
524,213 |
+8.5%
|
Shares |
Other |
2022-02-11 |
| 2021-09-30 |
$11,067,432 |
483,294 |
-4.4%
|
Shares |
Other |
2021-11-12 |
| 2021-06-30 |
$11,026,016 |
505,317 |
+36.9%
|
Shares |
Other |
2021-08-12 |
| 2021-03-31 |
$7,076,049 |
369,121 |
+50.6%
|
Shares |
Other |
2021-05-12 |
| 2020-09-30 |
$3,318,274 |
245,072 |
+25.7%
|
Shares |
Defined |
2020-11-12 |
| 2020-06-30 |
$2,520,884 |
194,964 |
-6.6%
|
Shares |
Defined |
2020-08-11 |
| 2020-03-31 |
$2,265,884 |
208,645 |
—
|
Shares |
Defined |
2020-05-12 |
