Holdings in UMH
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$1,886,638 |
118,582 |
-26.5%
|
Shares |
Defined |
2026-02-13 |
| 2025-09-30 |
$2,396,136 |
161,356 |
-1.7%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$2,755,994 |
164,145 |
+183.8%
|
Shares |
Defined |
2025-08-15 |
| 2025-03-31 |
$1,081,738 |
57,847 |
-73.5%
|
Shares |
Defined |
2025-05-15 |
| 2024-12-31 |
$4,123,032 |
218,381 |
+121.7%
|
Shares |
Defined |
2025-05-15 |
| 2024-09-30 |
$1,937,829 |
98,517 |
-67.2%
|
Shares |
Defined |
2025-05-14 |
| 2024-06-30 |
$4,803,201 |
300,388 |
-45.9%
|
Shares |
Defined |
2025-05-14 |
| 2024-03-31 |
$9,021,285 |
555,498 |
+570.1%
|
Shares |
Defined |
2024-10-17 |
| 2023-12-31 |
$1,269,951 |
82,895 |
-49.3%
|
Shares |
Defined |
2024-08-16 |
| 2023-09-30 |
$2,291,049 |
163,413 |
-65.9%
|
Shares |
Defined |
2023-11-15 |
| 2023-06-30 |
$7,650,245 |
478,739 |
+24.7%
|
Shares |
Defined |
2023-08-14 |
| 2023-03-31 |
$5,677,598 |
383,881 |
+23.0%
|
Shares |
Defined |
2023-05-15 |
| 2022-12-31 |
$5,025,819 |
312,163 |
-21.3%
|
Shares |
Defined |
2023-02-14 |
| 2022-09-30 |
$6,403,149 |
396,480 |
+1.2%
|
Shares |
Defined |
2022-11-14 |
| 2022-06-30 |
$6,916,322 |
391,638 |
+152.5%
|
Shares |
Defined |
2022-10-27 |
| 2022-03-31 |
$3,813,439 |
155,081 |
-0.8%
|
Shares |
Defined |
2022-10-27 |
| 2021-12-31 |
$4,274,466 |
156,402 |
-10.7%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$4,012,309 |
175,210 |
-21.6%
|
Shares |
Defined |
2021-11-15 |
| 2021-06-30 |
$4,875,177 |
223,427 |
+105.4%
|
Shares |
Defined |
2021-08-23 |
| 2021-03-31 |
$2,085,370 |
108,783 |
-14.3%
|
Shares |
Defined |
2021-05-17 |
| 2020-12-31 |
$1,880,470 |
126,973 |
+36.3%
|
Shares |
Defined |
2021-02-16 |
| 2020-09-30 |
$1,260,993 |
93,131 |
-13.5%
|
Shares |
Defined |
2020-11-13 |
| 2020-06-30 |
$1,391,875 |
107,647 |
+23.5%
|
Shares |
Defined |
2020-08-14 |
| 2020-03-31 |
$946,915 |
87,193 |
—
|
Shares |
Defined |
2020-05-26 |
