Holdings in UMH
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$1,649,277 |
103,663 |
+5.9%
|
Shares |
Defined |
2026-02-11 |
| 2025-09-30 |
$1,454,052 |
97,916 |
+10.3%
|
Shares |
Defined |
2025-11-13 |
| 2025-06-30 |
$1,490,061 |
88,747 |
+45.5%
|
Shares |
Defined |
2025-08-12 |
| 2025-03-31 |
$1,140,531 |
60,991 |
-25.6%
|
Shares |
Defined |
2025-05-09 |
| 2024-12-31 |
$1,546,704 |
81,923 |
+28.9%
|
Shares |
Defined |
2025-06-30 |
| 2024-09-30 |
$1,249,988 |
63,548 |
-82.2%
|
Shares |
Defined |
2025-06-26 |
| 2024-06-30 |
$5,722,900 |
357,905 |
+806.0%
|
Shares |
Defined |
2025-06-12 |
| 2024-03-31 |
$641,528 |
39,503 |
+44.8%
|
Shares |
Defined |
2025-06-02 |
| 2023-12-31 |
$418,051 |
27,288 |
-0.2%
|
Shares |
Defined |
2024-02-14 |
| 2023-09-30 |
$383,502 |
27,354 |
+7.0%
|
Shares |
Defined |
2023-11-24 |
| 2023-06-30 |
$408,703 |
25,576 |
-36.0%
|
Shares |
Defined |
2023-08-14 |
| 2023-03-31 |
$590,816 |
39,947 |
+34.9%
|
Shares |
Defined |
2023-05-15 |
| 2022-12-31 |
$476,817 |
29,616 |
+7.3%
|
Shares |
Defined |
2023-02-13 |
| 2022-09-30 |
$445,691 |
27,597 |
-10.7%
|
Shares |
Defined |
2022-11-14 |
| 2022-06-30 |
$545,676 |
30,899 |
-0.6%
|
Shares |
Defined |
2022-08-11 |
| 2022-03-31 |
$764,650 |
31,096 |
-7.3%
|
Shares |
Defined |
2022-05-13 |
| 2021-12-31 |
$916,702 |
33,542 |
-12.0%
|
Shares |
Defined |
2022-02-16 |
| 2021-09-30 |
$873,291 |
38,135 |
+21.2%
|
Shares |
Defined |
2021-11-04 |
| 2021-06-30 |
$686,544 |
31,464 |
+0.8%
|
Shares |
Defined |
2021-08-11 |
| 2021-03-31 |
$598,199 |
31,205 |
-7.1%
|
Shares |
Defined |
2021-05-13 |
| 2020-12-31 |
$497,275 |
33,577 |
+66.9%
|
Shares |
Defined |
2021-02-16 |
| 2020-09-30 |
$272,370 |
20,116 |
+9.2%
|
Shares |
Defined |
2020-11-12 |
| 2020-06-30 |
$238,183 |
18,421 |
+42.7%
|
Shares |
Defined |
2020-08-13 |
| 2020-03-31 |
$140,180 |
12,908 |
—
|
Shares |
Defined |
2020-05-14 |
