MONTAG A & ASSOCIATES INC
Holdings in UMH
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,162,867 | 261,651 | Shares | Sole | 2026-02-02 |
| 2025-09-30 | $3,947,293 | 265,811 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $4,462,966 | 265,811 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $4,970,665 | 265,811 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $5,048,719 | 267,411 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $5,328,819 | 270,911 | Shares | Sole | 2024-11-05 |
| 2024-06-30 | $4,331,866 | 270,911 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $4,399,594 | 270,911 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $4,280,637 | 279,415 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $3,952,448 | 281,915 | Shares | Sole | 2023-11-09 |
| 2023-06-30 | $4,569,576 | 285,956 | Shares | Sole | 2023-08-09 |
| 2023-03-31 | $4,234,539 | 286,311 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $4,609,607 | 286,311 | Shares | Sole | 2023-02-02 |
| 2022-09-30 | $4,913,330 | 304,231 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $5,334,750 | 302,081 | Shares | Sole | 2022-08-10 |
| 2022-03-31 | $7,310,139 | 297,281 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $8,284,351 | 303,123 | Shares | Sole | 2022-02-09 |
| 2021-09-30 | $7,176,791 | 313,397 | Shares | Sole | 2021-11-08 |
| 2021-06-30 | $7,159,665 | 328,124 | Shares | Sole | 2021-08-03 |
| 2021-03-31 | $6,400,115 | 333,861 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $4,960,772 | 334,961 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $5,073,356 | 374,694 | Shares | Sole | 2020-11-12 |
| 2020-06-30 | $5,600,694 | 433,155 | Shares | Sole | 2020-08-04 |
| 2020-03-31 | $4,740,357 | 436,497 | Shares | Sole | 2020-05-06 |