Holdings in UMH
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$57,285,147 |
3,600,575 |
+32.0%
|
Shares |
Defined |
2026-02-17 |
| 2025-09-30 |
$40,501,726 |
2,727,389 |
+0.0%
|
Shares |
Defined |
2025-11-13 |
| 2025-06-30 |
$45,785,389 |
2,726,944 |
+0.0%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$50,978,556 |
2,726,126 |
+0.0%
|
Shares |
Defined |
2025-05-12 |
| 2024-12-31 |
$51,444,714 |
2,724,826 |
-0.2%
|
Shares |
Defined |
2025-02-13 |
| 2024-09-30 |
$53,697,034 |
2,729,895 |
+0.0%
|
Shares |
Defined |
2024-11-13 |
| 2024-06-30 |
$43,642,610 |
2,729,369 |
+0.0%
|
Shares |
Defined |
2024-08-13 |
| 2024-03-31 |
$44,317,286 |
2,728,897 |
+0.0%
|
Shares |
Defined |
2024-05-13 |
| 2023-12-31 |
$41,805,460 |
2,728,816 |
+0.1%
|
Shares |
Defined |
2024-02-13 |
| 2023-09-30 |
$38,234,460 |
2,727,137 |
-1.1%
|
Shares |
Defined |
2023-11-13 |
| 2023-06-30 |
$44,070,968 |
2,757,883 |
+0.1%
|
Shares |
Defined |
2023-08-11 |
| 2023-03-31 |
$40,755,411 |
2,755,606 |
-1.1%
|
Shares |
Defined |
2023-08-11 |
| 2022-12-31 |
$44,851,862 |
2,785,830 |
-0.0%
|
Shares |
Defined |
2023-02-13 |
| 2022-09-30 |
$45,000,423 |
2,786,404 |
-0.1%
|
Shares |
Defined |
2022-11-10 |
| 2022-06-30 |
$49,250,543 |
2,788,819 |
+10.2%
|
Shares |
Defined |
2022-08-12 |
| 2022-03-31 |
$62,219,019 |
2,530,257 |
+5.6%
|
Shares |
Defined |
2022-05-13 |
| 2021-12-31 |
$65,485,167 |
2,396,091 |
0.0%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$54,870,483 |
2,396,091 |
-0.0%
|
Shares |
Defined |
2022-02-14 |
| 2021-06-30 |
$52,282,902 |
2,396,100 |
+0.0%
|
Shares |
Defined |
2021-08-13 |
| 2021-03-31 |
$45,921,466 |
2,395,486 |
-1.2%
|
Shares |
Defined |
2021-05-14 |
| 2020-12-31 |
$35,921,610 |
2,425,497 |
+1.3%
|
Shares |
Defined |
2021-02-08 |
| 2020-09-30 |
$32,435,015 |
2,395,496 |
+27.2%
|
Shares |
Defined |
2020-11-13 |
| 2020-06-30 |
$24,345,534 |
1,882,872 |
-11.9%
|
Shares |
Defined |
2020-08-24 |
| 2020-03-31 |
$23,216,051 |
2,137,758 |
—
|
Shares |
Defined |
2020-05-14 |
