Holdings in UMH
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$29,672,435 |
1,865,018 |
+753.2%
|
Shares |
Other |
2026-02-10 |
| 2025-09-30 |
$3,246,165 |
218,597 |
-62.8%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$9,861,521 |
587,345 |
+116.7%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$5,068,896 |
271,064 |
-43.3%
|
Shares |
Defined |
2025-06-27 |
| 2024-12-31 |
$9,022,411 |
477,882 |
+52.8%
|
Shares |
Defined |
2025-02-11 |
| 2024-09-30 |
$6,152,834 |
312,803 |
-45.1%
|
Shares |
Defined |
2024-11-14 |
| 2024-06-30 |
$9,105,969 |
569,479 |
+56.4%
|
Shares |
Defined |
2024-08-13 |
| 2024-03-31 |
$5,912,756 |
364,086 |
+36.9%
|
Shares |
Defined |
2024-05-15 |
| 2023-12-31 |
$4,074,352 |
265,950 |
+86.5%
|
Shares |
Defined |
2024-05-14 |
| 2023-09-30 |
$1,999,111 |
142,590 |
-15.2%
|
Shares |
Defined |
2024-05-15 |
| 2023-06-30 |
$2,687,531 |
168,181 |
+15.7%
|
Shares |
Defined |
2024-05-14 |
| 2023-03-31 |
$2,149,992 |
145,368 |
-68.1%
|
Shares |
Defined |
2024-05-14 |
| 2022-12-31 |
$7,341,277 |
455,980 |
+47.5%
|
Shares |
Defined |
2024-05-14 |
| 2022-09-30 |
$4,993,902 |
309,220 |
+28.8%
|
Shares |
Defined |
2024-05-14 |
| 2022-06-30 |
$4,240,394 |
240,113 |
+51.9%
|
Shares |
Defined |
2024-05-14 |
| 2022-03-31 |
$3,887,236 |
158,082 |
-25.9%
|
Shares |
Defined |
2022-05-16 |
| 2021-12-31 |
$5,834,189 |
213,472 |
+23.8%
|
Shares |
Defined |
2022-02-17 |
| 2021-09-30 |
$3,947,868 |
172,396 |
+176.4%
|
Shares |
Defined |
2022-01-20 |
| 2021-06-30 |
$1,360,717 |
62,361 |
+16.9%
|
Shares |
Defined |
2021-08-13 |
| 2021-03-31 |
$1,022,240 |
53,325 |
-75.5%
|
Shares |
Defined |
2021-05-17 |
| 2020-12-31 |
$3,222,581 |
217,595 |
+58.0%
|
Shares |
Defined |
2021-02-12 |
| 2020-09-30 |
$1,864,214 |
137,682 |
+228.6%
|
Shares |
Defined |
2020-11-13 |
| 2020-06-30 |
$541,741 |
41,898 |
-39.0%
|
Shares |
Defined |
2020-08-12 |
| 2020-03-31 |
$745,723 |
68,667 |
—
|
Shares |
Defined |
2020-05-15 |
