Holdings in UMH
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$1,927,734 |
121,165 |
-14.5%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$2,103,754 |
141,667 |
-10.1%
|
Shares |
Sole |
2025-11-13 |
| 2025-06-30 |
$2,646,187 |
157,605 |
-62.5%
|
Shares |
Sole |
2025-08-14 |
| 2025-03-31 |
$7,866,304 |
420,658 |
+18.4%
|
Shares |
Sole |
2025-05-14 |
| 2024-12-31 |
$6,706,119 |
355,197 |
+2.8%
|
Shares |
Sole |
2025-02-11 |
| 2024-09-30 |
$6,794,863 |
345,443 |
-12.4%
|
Shares |
Sole |
2024-11-12 |
| 2024-06-30 |
$6,306,983 |
394,433 |
+2.3%
|
Shares |
Sole |
2024-08-13 |
| 2024-03-31 |
$6,261,672 |
385,571 |
+4.2%
|
Shares |
Sole |
2024-05-07 |
| 2023-12-31 |
$5,668,675 |
370,018 |
+7.5%
|
Shares |
Sole |
2024-02-14 |
| 2023-09-30 |
$4,824,604 |
344,123 |
+31.5%
|
Shares |
Sole |
2023-11-14 |
| 2023-06-30 |
$4,182,972 |
261,763 |
+1.9%
|
Shares |
Sole |
2023-08-11 |
| 2023-03-31 |
$3,800,866 |
256,989 |
+86.7%
|
Shares |
Sole |
2023-05-12 |
| 2022-12-31 |
$2,216,615 |
137,678 |
+320.0%
|
Shares |
Sole |
2023-02-10 |
| 2022-09-30 |
$529,364 |
32,778 |
+16.5%
|
Shares |
Sole |
2022-11-14 |
| 2022-06-30 |
$496,970 |
28,141 |
+12.9%
|
Shares |
Sole |
2022-08-15 |
| 2022-03-31 |
$612,831 |
24,922 |
+24.0%
|
Shares |
Sole |
2022-05-13 |
| 2021-12-31 |
$549,169 |
20,094 |
+17.4%
|
Shares |
Sole |
2022-02-14 |
| 2021-09-30 |
$392,048 |
17,120 |
+22.8%
|
Shares |
Sole |
2021-11-12 |
| 2021-06-30 |
$304,301 |
13,946 |
—
|
Shares |
Sole |
2021-08-06 |
