Holdings in UMH
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$1,728,796 |
108,661 |
-11.7%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$1,827,114 |
123,038 |
-7.3%
|
Shares |
Sole |
2025-11-06 |
| 2025-06-30 |
$2,229,275 |
132,774 |
+11.2%
|
Shares |
Sole |
2025-08-12 |
| 2025-03-31 |
$2,232,630 |
119,392 |
-1.7%
|
Shares |
Sole |
2025-05-29 |
| 2024-12-31 |
$2,292,352 |
121,417 |
+10.4%
|
Shares |
Sole |
2025-05-29 |
| 2024-09-30 |
$2,162,637 |
109,946 |
-2.6%
|
Shares |
Sole |
2024-11-12 |
| 2024-06-30 |
$1,804,631 |
112,860 |
+12.4%
|
Shares |
Sole |
2024-08-01 |
| 2024-03-31 |
$1,630,333 |
100,390 |
+2.8%
|
Shares |
Sole |
2024-05-09 |
| 2023-12-31 |
$1,496,365 |
97,674 |
+2.6%
|
Shares |
Sole |
2024-02-08 |
| 2023-09-30 |
$1,334,101 |
95,157 |
-16.3%
|
Shares |
Sole |
2023-11-09 |
| 2023-06-30 |
$1,816,462 |
113,671 |
+39.7%
|
Shares |
Sole |
2023-08-08 |
| 2023-03-31 |
$1,203,551 |
81,376 |
+6.3%
|
Shares |
Sole |
2023-05-11 |
| 2022-12-31 |
$1,232,938 |
76,580 |
+3.6%
|
Shares |
Sole |
2023-02-14 |
| 2022-09-30 |
$1,193,468 |
73,899 |
+6.3%
|
Shares |
Sole |
2022-11-10 |
| 2022-06-30 |
$1,227,246 |
69,493 |
+29.2%
|
Shares |
Sole |
2022-08-11 |
| 2022-03-31 |
$1,322,843 |
53,796 |
+1.3%
|
Shares |
Sole |
2022-05-12 |
| 2021-12-31 |
$1,451,059 |
53,094 |
-0.2%
|
Shares |
Sole |
2022-02-10 |
| 2021-09-30 |
$1,218,073 |
53,191 |
+4.9%
|
Shares |
Sole |
2021-11-12 |
| 2021-06-30 |
$1,106,404 |
50,706 |
-5.5%
|
Shares |
Sole |
2021-08-05 |
| 2021-03-31 |
$1,028,067 |
53,629 |
-4.7%
|
Shares |
Sole |
2021-05-06 |
| 2020-12-31 |
$833,180 |
56,258 |
+8.8%
|
Shares |
Sole |
2021-02-10 |
| 2020-09-30 |
$699,990 |
51,698 |
-12.5%
|
Shares |
Sole |
2020-11-12 |
| 2020-06-30 |
$763,723 |
59,066 |
+0.3%
|
Shares |
Sole |
2020-08-13 |
| 2020-03-31 |
$639,773 |
58,911 |
—
|
Shares |
Sole |
2020-05-06 |
