Holdings in UMH
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$5,922,894 |
372,275 |
-51.0%
|
Shares |
Defined |
2026-02-13 |
| 2025-09-30 |
$11,289,607 |
760,243 |
+141.8%
|
Shares |
Defined |
2025-11-10 |
| 2025-06-30 |
$5,278,926 |
314,409 |
+19.2%
|
Shares |
Defined |
2025-08-11 |
| 2025-03-31 |
$4,933,395 |
263,818 |
-15.7%
|
Shares |
Defined |
2025-05-12 |
| 2024-12-31 |
$5,909,401 |
312,998 |
+540.1%
|
Shares |
Defined |
2025-02-12 |
| 2024-09-30 |
$961,803 |
48,897 |
+184.2%
|
Shares |
Defined |
2024-11-12 |
| 2024-06-30 |
$275,155 |
17,208 |
+28.7%
|
Shares |
Defined |
2024-08-12 |
| 2024-03-31 |
$217,177 |
13,373 |
+19.2%
|
Shares |
Defined |
2024-05-10 |
| 2023-12-31 |
$171,905 |
11,221 |
+77.0%
|
Shares |
Defined |
2024-02-09 |
| 2023-09-30 |
$88,858 |
6,338 |
-64.9%
|
Shares |
Defined |
2023-11-09 |
| 2023-06-30 |
$288,279 |
18,040 |
+1155.4%
|
Shares |
Defined |
2023-08-10 |
| 2023-03-31 |
$21,252 |
1,437 |
-48.4%
|
Shares |
Defined |
2023-05-11 |
| 2022-12-31 |
$44,806 |
2,783 |
-69.5%
|
Shares |
Defined |
2023-02-09 |
| 2022-09-30 |
$147,594 |
9,139 |
-38.9%
|
Shares |
Defined |
2022-11-10 |
| 2022-06-30 |
$264,034 |
14,951 |
+17.1%
|
Shares |
Defined |
2022-08-10 |
| 2022-03-31 |
$314,088 |
12,773 |
+7.7%
|
Shares |
Defined |
2022-05-12 |
| 2021-12-31 |
$324,188 |
11,862 |
+32.0%
|
Shares |
Defined |
2022-02-10 |
| 2021-09-30 |
$205,825 |
8,988 |
+209.2%
|
Shares |
Defined |
2021-11-10 |
| 2021-06-30 |
$63,430 |
2,907 |
-0.3%
|
Shares |
Defined |
2021-08-10 |
| 2021-03-31 |
$55,899 |
2,916 |
-61.9%
|
Shares |
Defined |
2021-05-13 |
| 2020-12-31 |
$113,311 |
7,651 |
+208.9%
|
Shares |
Defined |
2021-02-11 |
| 2020-09-30 |
$33,538 |
2,477 |
-79.0%
|
Shares |
Defined |
2020-11-12 |
| 2020-06-30 |
$152,470 |
11,792 |
+9.3%
|
Shares |
Defined |
2020-08-12 |
| 2020-03-31 |
$117,201 |
10,792 |
—
|
Shares |
Defined |
2020-05-12 |