Holdings in UMH
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$19,710,533 |
1,238,877 |
+52.9%
|
Shares |
Defined |
2026-02-17 |
| 2025-09-30 |
$12,031,128 |
810,177 |
-23.4%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$17,766,506 |
1,058,160 |
+18.1%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$16,758,622 |
896,183 |
+1091.0%
|
Shares |
Defined |
2025-05-15 |
| 2024-12-31 |
$1,420,701 |
75,249 |
-0.3%
|
Shares |
Defined |
2025-02-12 |
| 2024-09-30 |
$1,485,281 |
75,510 |
+14.8%
|
Shares |
Defined |
2024-11-14 |
| 2024-06-30 |
$1,051,614 |
65,767 |
+5.3%
|
Shares |
Defined |
2024-08-14 |
| 2024-03-31 |
$1,014,204 |
62,451 |
+37.7%
|
Shares |
Defined |
2024-05-14 |
| 2023-12-31 |
$694,593 |
45,339 |
+0.2%
|
Shares |
Defined |
2024-02-14 |
| 2023-09-30 |
$634,601 |
45,264 |
+0.1%
|
Shares |
Defined |
2023-11-14 |
| 2023-06-30 |
$722,375 |
45,205 |
+0.1%
|
Shares |
Defined |
2023-08-15 |
| 2023-03-31 |
$667,650 |
45,142 |
+0.1%
|
Shares |
Defined |
2023-05-15 |
| 2022-12-31 |
$725,868 |
45,085 |
-4.1%
|
Shares |
Defined |
2023-02-15 |
| 2022-09-30 |
$759,437 |
47,024 |
-7.1%
|
Shares |
Defined |
2022-11-15 |
| 2022-06-30 |
$893,931 |
50,619 |
+2.1%
|
Shares |
Defined |
2022-08-15 |
| 2022-03-31 |
$1,218,778 |
49,564 |
+24.7%
|
Shares |
Defined |
2022-05-13 |
| 2021-12-31 |
$1,086,394 |
39,751 |
-5.4%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$961,800 |
42,000 |
+234.7%
|
Shares |
Defined |
2021-11-10 |
| 2021-06-30 |
$273,841 |
12,550 |
-19.8%
|
Shares |
Defined |
2021-07-30 |
| 2021-03-31 |
$300,010 |
15,650 |
-35.1%
|
Shares |
Defined |
2021-05-06 |
| 2020-12-31 |
$356,921 |
24,100 |
-23.5%
|
Shares |
Defined |
2021-02-08 |
| 2020-09-30 |
$426,510 |
31,500 |
-26.4%
|
Shares |
Defined |
2020-11-12 |
| 2020-06-30 |
$553,404 |
42,800 |
+1.2%
|
Shares |
Defined |
2020-08-13 |
| 2020-03-31 |
$459,378 |
42,300 |
—
|
Shares |
Defined |
2020-05-14 |
