Holdings in UMH
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$6,423,151 |
403,718 |
+11.8%
|
Shares |
Defined |
2026-02-13 |
| 2025-09-30 |
$5,361,784 |
361,063 |
+24.6%
|
Shares |
Defined |
2025-11-13 |
| 2025-06-30 |
$4,864,632 |
289,734 |
-0.6%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$5,452,132 |
291,558 |
-2.0%
|
Shares |
Defined |
2025-05-13 |
| 2024-12-31 |
$5,616,421 |
297,480 |
+2.2%
|
Shares |
Defined |
2025-02-13 |
| 2024-09-30 |
$5,725,267 |
291,066 |
-0.8%
|
Shares |
Defined |
2024-11-13 |
| 2024-06-30 |
$4,692,951 |
293,493 |
+1.2%
|
Shares |
Defined |
2024-08-13 |
| 2024-03-31 |
$4,711,483 |
290,116 |
-2.6%
|
Shares |
Defined |
2024-05-10 |
| 2023-12-31 |
$4,562,279 |
297,799 |
+0.7%
|
Shares |
Defined |
2024-02-09 |
| 2023-09-30 |
$4,147,562 |
295,832 |
-3.6%
|
Shares |
Defined |
2023-11-13 |
| 2023-06-30 |
$4,903,750 |
306,868 |
+0.9%
|
Shares |
Defined |
2023-08-15 |
| 2023-03-31 |
$4,496,661 |
304,034 |
+1.4%
|
Shares |
Defined |
2023-05-12 |
| 2022-12-31 |
$4,825,700 |
299,733 |
+1.1%
|
Shares |
Defined |
2023-02-13 |
| 2022-09-30 |
$4,788,069 |
296,475 |
+219511.1%
|
Shares |
Defined |
2022-11-14 |
| 2022-06-30 |
$2,384 |
135 |
-100.0%
|
Shares |
Defined |
2022-08-12 |
| 2022-03-31 |
$8,414,329 |
342,185 |
-13.9%
|
Shares |
Defined |
2022-05-16 |
| 2021-12-31 |
$10,867,829 |
397,652 |
+5.8%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$8,610,193 |
375,991 |
+14.9%
|
Shares |
Defined |
2021-11-15 |
| 2021-06-30 |
$7,139,678 |
327,208 |
-4.0%
|
Shares |
Defined |
2021-08-16 |
| 2021-03-31 |
$6,533,366 |
340,812 |
-18.3%
|
Shares |
Defined |
2021-05-13 |
| 2020-12-31 |
$6,177,176 |
417,095 |
-1.1%
|
Shares |
Defined |
2021-02-09 |
| 2020-09-30 |
$5,710,684 |
421,764 |
-7.9%
|
Shares |
Defined |
2020-11-05 |
| 2020-06-30 |
$5,918,461 |
457,731 |
+4.8%
|
Shares |
Defined |
2020-08-13 |
| 2020-03-31 |
$4,742,714 |
436,714 |
—
|
Shares |
Defined |
2020-05-14 |
