Holdings in UMH
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$9,590,083 |
602,771 |
+200.2%
|
Shares |
Defined |
2026-02-19 |
| 2025-09-30 |
$2,981,595 |
200,781 |
-1.5%
|
Shares |
Defined |
2025-11-13 |
| 2025-06-30 |
$3,422,252 |
203,827 |
+12.8%
|
Shares |
Defined |
2025-08-13 |
| 2025-03-31 |
$3,379,442 |
180,719 |
-35.2%
|
Shares |
Defined |
2025-05-12 |
| 2024-12-31 |
$5,267,158 |
278,981 |
+24.1%
|
Shares |
Defined |
2025-02-13 |
| 2024-09-30 |
$4,420,515 |
224,734 |
+16.4%
|
Shares |
Defined |
2024-11-12 |
| 2024-06-30 |
$3,087,107 |
193,065 |
+3.6%
|
Shares |
Defined |
2024-08-13 |
| 2024-03-31 |
$3,026,206 |
186,343 |
-24.3%
|
Shares |
Defined |
2024-05-14 |
| 2023-12-31 |
$3,771,490 |
246,181 |
-60.6%
|
Shares |
Defined |
2024-02-13 |
| 2023-09-30 |
$8,769,002 |
625,464 |
+21.4%
|
Shares |
Defined |
2023-11-13 |
| 2023-06-30 |
$8,232,701 |
515,188 |
-10.7%
|
Shares |
Defined |
2023-08-11 |
| 2023-03-31 |
$8,532,304 |
576,897 |
+12.9%
|
Shares |
Defined |
2023-05-12 |
| 2022-12-31 |
$8,229,673 |
511,160 |
-15.7%
|
Shares |
Defined |
2023-02-13 |
| 2022-09-30 |
$9,797,444 |
606,653 |
+19.6%
|
Shares |
Defined |
2022-11-14 |
| 2022-06-30 |
$8,957,293 |
507,208 |
+30.3%
|
Shares |
Defined |
2022-08-15 |
| 2022-03-31 |
$9,571,706 |
389,252 |
+33.2%
|
Shares |
Defined |
2022-05-16 |
| 2021-12-31 |
$7,983,885 |
292,129 |
-38.6%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$10,897,560 |
475,876 |
-6.5%
|
Shares |
Defined |
2021-11-15 |
| 2021-06-30 |
$11,110,569 |
509,192 |
+11.8%
|
Shares |
Defined |
2021-08-17 |
| 2021-03-31 |
$8,731,762 |
455,491 |
+21.0%
|
Shares |
Defined |
2021-05-17 |
| 2020-12-31 |
$5,577,297 |
376,590 |
+998.6%
|
Shares |
Defined |
2021-02-16 |
| 2020-09-30 |
$464,137 |
34,279 |
-2.8%
|
Shares |
Defined |
2020-11-16 |
| 2020-06-30 |
$455,924 |
35,261 |
-9.6%
|
Shares |
Defined |
2020-08-14 |
| 2020-03-31 |
$423,594 |
39,005 |
—
|
Shares |
Defined |
2020-05-15 |
