Holdings in UMH
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$2,650,987 |
166,624 |
+3.0%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$2,402,121 |
161,759 |
+20.8%
|
Shares |
Sole |
2025-11-12 |
| 2025-03-31 |
$2,503,760 |
133,891 |
-24.8%
|
Shares |
Sole |
2025-05-15 |
| 2024-12-31 |
$3,362,981 |
178,124 |
+11.0%
|
Shares |
Sole |
2025-02-13 |
| 2024-09-30 |
$3,155,186 |
160,406 |
+101.1%
|
Shares |
Sole |
2024-11-19 |
| 2024-06-30 |
$1,275,138 |
79,746 |
-27.1%
|
Shares |
Sole |
2024-08-14 |
| 2024-03-31 |
$1,777,045 |
109,424 |
-29.5%
|
Shares |
Sole |
2024-05-15 |
| 2023-12-31 |
$2,376,177 |
155,103 |
+87.8%
|
Shares |
Sole |
2024-02-15 |
| 2023-09-30 |
$1,157,659 |
82,572 |
-46.9%
|
Shares |
Sole |
2023-11-07 |
| 2023-06-30 |
$2,485,129 |
155,515 |
+9.4%
|
Shares |
Sole |
2023-09-20 |
| 2023-03-31 |
$2,101,659 |
142,100 |
-3.2%
|
Shares |
Sole |
2023-05-04 |
| 2022-12-31 |
$2,362,916 |
146,765 |
+14.5%
|
Shares |
Sole |
2023-02-13 |
| 2022-09-30 |
$2,070,946 |
128,232 |
+2.4%
|
Shares |
Sole |
2022-11-03 |
| 2022-06-30 |
$2,210,943 |
125,195 |
+69.2%
|
Shares |
Sole |
2022-08-12 |
| 2022-03-31 |
$1,818,971 |
73,972 |
-16.2%
|
Shares |
Sole |
2022-05-16 |
| 2021-12-31 |
$2,413,730 |
88,318 |
+380.3%
|
Shares |
Sole |
2022-02-23 |
| 2021-09-30 |
$421,131 |
18,390 |
+214.4%
|
Shares |
Sole |
2021-11-09 |
| 2021-06-30 |
$127,647 |
5,850 |
-91.0%
|
Shares |
Sole |
2021-08-13 |
| 2021-03-31 |
$1,245,053 |
64,948 |
+441.8%
|
Shares |
Sole |
2021-05-13 |
| 2020-12-31 |
$177,542 |
11,988 |
-28.8%
|
Shares |
Sole |
2021-02-11 |
| 2020-09-30 |
$227,878 |
16,830 |
-16.6%
|
Shares |
Sole |
2020-11-12 |
| 2020-06-30 |
$260,862 |
20,175 |
+67.7%
|
Shares |
Sole |
2020-08-12 |
| 2020-03-31 |
$130,645 |
12,030 |
—
|
Shares |
Sole |
2020-05-13 |
