Holdings in UMH
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$27,051,709 |
1,700,296 |
+15.6%
|
Shares |
Sole |
2026-01-29 |
| 2025-09-30 |
$21,840,711 |
1,470,755 |
+35.7%
|
Shares |
Sole |
2025-10-22 |
| 2025-06-30 |
$18,195,893 |
1,083,734 |
+10.0%
|
Shares |
Sole |
2025-07-30 |
| 2025-03-31 |
$18,421,594 |
985,112 |
+7.7%
|
Shares |
Sole |
2025-04-28 |
| 2024-12-31 |
$17,264,192 |
914,417 |
+4.8%
|
Shares |
Sole |
2025-01-31 |
| 2024-09-30 |
$17,166,677 |
872,734 |
+0.1%
|
Shares |
Sole |
2024-11-13 |
| 2024-06-30 |
$13,937,971 |
871,668 |
+5.7%
|
Shares |
Sole |
2024-08-01 |
| 2024-03-31 |
$13,388,450 |
824,412 |
+25.1%
|
Shares |
Sole |
2024-05-13 |
| 2023-12-31 |
$10,096,829 |
659,062 |
+0.2%
|
Shares |
Sole |
2024-02-09 |
| 2023-09-30 |
$9,220,617 |
657,676 |
+6.1%
|
Shares |
Sole |
2023-11-08 |
| 2023-06-30 |
$9,903,876 |
619,767 |
+17.0%
|
Shares |
Sole |
2023-08-11 |
| 2023-03-31 |
$7,834,425 |
529,711 |
+24.9%
|
Shares |
Sole |
2023-04-25 |
| 2022-12-31 |
$6,825,949 |
423,972 |
+7.3%
|
Shares |
Sole |
2023-02-03 |
| 2022-09-30 |
$6,378,668 |
394,964 |
+8.4%
|
Shares |
Sole |
2022-11-07 |
| 2022-06-30 |
$6,434,756 |
364,369 |
-4.3%
|
Shares |
Sole |
2022-07-28 |
| 2022-03-31 |
$9,361,240 |
380,693 |
-10.9%
|
Shares |
Sole |
2022-05-12 |
| 2021-12-31 |
$11,681,525 |
427,425 |
-3.8%
|
Shares |
Sole |
2022-01-31 |
| 2021-09-30 |
$10,175,225 |
444,333 |
-13.2%
|
Shares |
Sole |
2021-11-15 |
| 2021-06-30 |
$11,173,149 |
512,060 |
-4.0%
|
Shares |
Sole |
2021-08-10 |
| 2021-03-31 |
$10,229,495 |
533,620 |
+84.0%
|
Shares |
Sole |
2021-05-07 |
| 2020-12-31 |
$4,294,366 |
289,964 |
-4.4%
|
Shares |
Sole |
2021-02-10 |
| 2020-09-30 |
$4,107,575 |
303,366 |
-2.3%
|
Shares |
Sole |
2020-11-02 |
| 2020-06-30 |
$4,015,514 |
310,558 |
-47.2%
|
Shares |
Sole |
2020-08-10 |
| 2020-03-31 |
$6,383,801 |
587,827 |
—
|
Shares |
Sole |
2020-05-05 |
