Holdings in UMH
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$1,438,610 |
90,422 |
-25.5%
|
Shares |
Defined |
2026-02-17 |
| 2025-09-30 |
$1,802,179 |
121,359 |
-31.0%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$2,953,980 |
175,937 |
-8.1%
|
Shares |
Defined |
2025-11-21 |
| 2025-03-31 |
$3,581,890 |
191,545 |
+2.9%
|
Shares |
Defined |
2025-11-21 |
| 2024-12-31 |
$3,514,244 |
186,136 |
+1.4%
|
Shares |
Defined |
2025-02-14 |
| 2024-09-30 |
$3,612,195 |
183,640 |
-16.6%
|
Shares |
Defined |
2024-11-14 |
| 2024-06-30 |
$3,520,132 |
220,146 |
-24.1%
|
Shares |
Defined |
2024-11-06 |
| 2024-03-31 |
$4,708,948 |
289,960 |
+30.9%
|
Shares |
Defined |
2024-11-05 |
| 2023-12-31 |
$3,394,451 |
221,570 |
-18.5%
|
Shares |
Defined |
2024-02-14 |
| 2023-09-30 |
$3,811,265 |
271,845 |
-0.8%
|
Shares |
Defined |
2023-11-14 |
| 2023-06-30 |
$4,380,452 |
274,121 |
+6.4%
|
Shares |
Defined |
2023-08-14 |
| 2023-03-31 |
$3,810,938 |
257,670 |
-9.2%
|
Shares |
Defined |
2023-05-15 |
| 2022-12-31 |
$4,570,274 |
283,868 |
+26.2%
|
Shares |
Defined |
2023-02-14 |
| 2022-09-30 |
$3,631,795 |
224,879 |
-26.7%
|
Shares |
Defined |
2022-11-14 |
| 2022-06-30 |
$5,420,931 |
306,961 |
-2.7%
|
Shares |
Defined |
2022-08-15 |
| 2022-03-31 |
$7,754,186 |
315,339 |
-21.1%
|
Shares |
Defined |
2022-05-16 |
| 2021-12-31 |
$10,919,400 |
399,539 |
-22.6%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$11,813,789 |
515,886 |
+4.1%
|
Shares |
Defined |
2021-11-15 |
| 2021-06-30 |
$10,814,472 |
495,622 |
-8.8%
|
Shares |
Defined |
2021-08-16 |
| 2021-03-31 |
$10,415,636 |
543,330 |
-3.7%
|
Shares |
Defined |
2021-07-20 |
| 2020-12-31 |
$8,358,275 |
564,367 |
-14.2%
|
Shares |
Defined |
2021-02-16 |
| 2020-09-30 |
$8,907,573 |
657,871 |
-9.3%
|
Shares |
Defined |
2020-11-16 |
| 2020-06-30 |
$9,383,145 |
725,688 |
+4.5%
|
Shares |
Defined |
2020-08-14 |
| 2020-03-31 |
$7,544,561 |
694,711 |
—
|
Shares |
Defined |
2020-06-16 |
