Holdings in UMH
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$1,511,163 |
94,982 |
-27.6%
|
Shares |
Defined |
2026-02-17 |
| 2025-09-30 |
$1,948,333 |
131,201 |
-1.4%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$2,234,445 |
133,082 |
-2.4%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$2,549,389 |
136,331 |
-0.3%
|
Shares |
Defined |
2025-05-14 |
| 2024-12-31 |
$2,580,706 |
136,690 |
-43.1%
|
Shares |
Defined |
2025-02-14 |
| 2024-09-30 |
$4,722,274 |
240,075 |
-13.6%
|
Shares |
Defined |
2024-11-14 |
| 2024-06-30 |
$4,442,341 |
277,820 |
-15.3%
|
Shares |
Defined |
2024-08-14 |
| 2024-03-31 |
$5,325,160 |
327,904 |
-4.0%
|
Shares |
Defined |
2024-05-15 |
| 2023-12-31 |
$5,231,549 |
341,485 |
+0.0%
|
Shares |
Defined |
2024-02-14 |
| 2023-09-30 |
$4,786,483 |
341,404 |
-7.2%
|
Shares |
Defined |
2023-11-14 |
| 2023-06-30 |
$5,876,580 |
367,746 |
+2.4%
|
Shares |
Defined |
2023-08-14 |
| 2023-03-31 |
$5,310,200 |
359,040 |
+6.3%
|
Shares |
Defined |
2023-05-22 |
| 2022-12-31 |
$5,437,436 |
337,729 |
-1.8%
|
Shares |
Defined |
2023-02-14 |
| 2022-09-30 |
$5,552,062 |
343,781 |
-38.2%
|
Shares |
Defined |
2022-11-14 |
| 2022-06-30 |
$9,827,878 |
556,505 |
-14.6%
|
Shares |
Defined |
2022-08-15 |
| 2022-03-31 |
$16,024,122 |
651,652 |
+1.3%
|
Shares |
Defined |
2022-05-16 |
| 2021-12-31 |
$17,578,546 |
643,196 |
+153.1%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$5,820,447 |
254,168 |
-34.4%
|
Shares |
Defined |
2021-11-15 |
| 2021-06-30 |
$8,452,304 |
387,365 |
+209.6%
|
Shares |
Defined |
2021-08-16 |
| 2021-03-31 |
$2,398,799 |
125,133 |
+13.1%
|
Shares |
Defined |
2021-05-17 |
| 2020-12-31 |
$1,637,941 |
110,597 |
-81.5%
|
Shares |
Defined |
2021-02-12 |
| 2020-09-30 |
$8,087,929 |
597,336 |
-58.0%
|
Shares |
Defined |
2020-11-16 |
| 2020-06-30 |
$18,385,516 |
1,421,927 |
-27.4%
|
Shares |
Defined |
2020-08-14 |
| 2020-03-31 |
$21,284,503 |
1,959,899 |
—
|
Shares |
Defined |
2020-05-15 |
