Holdings in UMH
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$15,428,305 |
969,724 |
-8.4%
|
Shares |
Other |
2026-02-17 |
| 2025-09-30 |
$15,721,200 |
1,058,667 |
-9.9%
|
Shares |
Other |
2025-11-14 |
| 2025-06-30 |
$19,724,352 |
1,174,768 |
-4.5%
|
Shares |
Other |
2025-08-13 |
| 2025-03-31 |
$23,000,399 |
1,229,968 |
+4.2%
|
Shares |
Defined |
2025-05-13 |
| 2024-12-31 |
$22,295,918 |
1,180,928 |
+118.5%
|
Shares |
Other |
2025-02-14 |
| 2024-09-30 |
$10,633,306 |
540,585 |
-37.8%
|
Shares |
Defined |
2024-11-13 |
| 2024-06-30 |
$13,892,270 |
868,810 |
+4.2%
|
Shares |
Other |
2024-08-14 |
| 2024-03-31 |
$13,542,339 |
833,888 |
+4.3%
|
Shares |
Defined |
2024-05-14 |
| 2023-12-31 |
$12,246,299 |
799,367 |
+4.4%
|
Shares |
Defined |
2024-02-13 |
| 2023-09-30 |
$10,733,107 |
765,557 |
+7.8%
|
Shares |
Defined |
2023-11-13 |
| 2023-06-30 |
$11,350,098 |
710,269 |
+5.8%
|
Shares |
Defined |
2023-08-11 |
| 2023-03-31 |
$9,925,271 |
671,080 |
+11.8%
|
Shares |
Defined |
2023-05-15 |
| 2022-12-31 |
$9,666,051 |
600,376 |
+5.1%
|
Shares |
Defined |
2023-02-13 |
| 2022-09-30 |
$9,225,136 |
571,216 |
+0.2%
|
Shares |
Defined |
2022-11-14 |
| 2022-06-30 |
$10,063,427 |
569,843 |
+8.9%
|
Shares |
Defined |
2022-08-12 |
| 2022-03-31 |
$12,865,561 |
523,203 |
+0.1%
|
Shares |
Defined |
2022-05-13 |
| 2021-12-31 |
$14,282,029 |
522,577 |
-0.1%
|
Shares |
Defined |
2022-02-08 |
| 2021-09-30 |
$11,974,158 |
522,889 |
-3.6%
|
Shares |
Defined |
2021-11-15 |
| 2021-06-30 |
$11,835,931 |
542,435 |
+8.9%
|
Shares |
Defined |
2021-08-13 |
| 2021-03-31 |
$9,551,950 |
498,276 |
+0.9%
|
Shares |
Other |
2021-05-12 |
| 2020-12-31 |
$7,312,185 |
493,733 |
-2.2%
|
Shares |
Defined |
2021-02-11 |
| 2020-09-30 |
$6,832,297 |
504,601 |
-5.1%
|
Shares |
Defined |
2020-11-16 |
| 2020-06-30 |
$6,874,829 |
531,696 |
-2.6%
|
Shares |
Other |
2020-08-14 |
| 2020-03-31 |
$5,927,159 |
545,779 |
—
|
Shares |
Defined |
2020-05-14 |
