Holdings in UMH
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$21,567,595 |
1,355,600 |
-14.6%
|
Shares |
Defined |
2026-01-30 |
| 2025-09-30 |
$23,585,898 |
1,588,276 |
+3.4%
|
Shares |
Defined |
2025-10-30 |
| 2025-06-30 |
$25,795,517 |
1,536,362 |
+10.9%
|
Shares |
Defined |
2025-08-01 |
| 2025-03-31 |
$25,911,542 |
1,385,644 |
-5.3%
|
Shares |
Defined |
2025-05-05 |
| 2024-12-31 |
$27,613,603 |
1,462,585 |
+11.0%
|
Shares |
Defined |
2025-01-24 |
| 2024-09-30 |
$25,910,798 |
1,317,275 |
-0.7%
|
Shares |
Defined |
2024-11-08 |
| 2024-06-30 |
$21,219,513 |
1,327,049 |
+1.6%
|
Shares |
Defined |
2024-08-05 |
| 2024-03-31 |
$21,203,235 |
1,305,618 |
+0.4%
|
Shares |
Defined |
2024-05-02 |
| 2023-12-31 |
$19,925,237 |
1,300,603 |
-7.0%
|
Shares |
Defined |
2024-02-01 |
| 2023-09-30 |
$19,596,748 |
1,397,771 |
-1.6%
|
Shares |
Defined |
2023-10-31 |
| 2023-06-30 |
$22,703,360 |
1,420,736 |
-0.7%
|
Shares |
Defined |
2023-08-03 |
| 2023-03-31 |
$21,154,476 |
1,430,323 |
-34.8%
|
Shares |
Defined |
2023-04-26 |
| 2022-12-31 |
$35,311,260 |
2,193,246 |
+0.2%
|
Shares |
Defined |
2023-02-09 |
| 2022-09-30 |
$35,359,067 |
2,189,416 |
+45.2%
|
Shares |
Defined |
2022-11-01 |
| 2022-06-30 |
$26,633,823 |
1,508,144 |
+24.5%
|
Shares |
Defined |
2022-08-02 |
| 2022-03-31 |
$29,785,645 |
1,211,291 |
+26.6%
|
Shares |
Defined |
2022-05-11 |
| 2021-12-31 |
$26,140,161 |
956,464 |
+27.2%
|
Shares |
Defined |
2022-02-08 |
| 2021-09-30 |
$17,223,570 |
752,121 |
-0.5%
|
Shares |
Defined |
2021-11-09 |
| 2021-06-30 |
$16,498,560 |
756,121 |
+477.0%
|
Shares |
Defined |
2021-08-12 |
| 2021-03-31 |
$2,512,209 |
131,049 |
—
|
Shares |
Defined |
2021-05-11 |
