Holdings in UMH
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$3,043,535 |
191,297 |
-0.0%
|
Shares |
Sole |
2026-02-12 |
| 2025-09-30 |
$2,841,413 |
191,341 |
+6.1%
|
Shares |
Sole |
2025-11-06 |
| 2025-06-30 |
$3,028,731 |
180,389 |
-1.6%
|
Shares |
Sole |
2025-08-06 |
| 2025-03-31 |
$3,428,401 |
183,337 |
-1.7%
|
Shares |
Sole |
2025-05-06 |
| 2024-12-31 |
$3,522,082 |
186,551 |
-0.2%
|
Shares |
Sole |
2025-02-13 |
| 2024-09-30 |
$3,676,086 |
186,888 |
-15.1%
|
Shares |
Sole |
2024-11-08 |
| 2024-06-30 |
$3,518,647 |
220,053 |
+4.1%
|
Shares |
Sole |
2024-08-07 |
| 2024-03-31 |
$3,432,843 |
211,382 |
+20.3%
|
Shares |
Sole |
2024-05-15 |
| 2023-12-31 |
$2,691,126 |
175,661 |
+27.4%
|
Shares |
Sole |
2024-02-12 |
| 2023-09-30 |
$1,933,105 |
137,882 |
+55.6%
|
Shares |
Sole |
2023-11-14 |
| 2023-06-30 |
$1,416,419 |
88,637 |
+6.6%
|
Shares |
Sole |
2023-08-14 |
| 2023-03-31 |
$1,229,596 |
83,137 |
+55.8%
|
Shares |
Sole |
2023-05-09 |
| 2022-12-31 |
$859,321 |
53,374 |
+30.9%
|
Shares |
Sole |
2023-01-31 |
| 2022-09-30 |
$658,629 |
40,782 |
+40.0%
|
Shares |
Sole |
2022-10-18 |
| 2022-06-30 |
$514,559 |
29,137 |
+85.2%
|
Shares |
Sole |
2022-07-21 |
| 2022-03-31 |
$386,874 |
15,733 |
+49.7%
|
Shares |
Sole |
2022-04-19 |
| 2021-12-31 |
$287,265 |
10,511 |
0.0%
|
Shares |
Sole |
2022-01-13 |
| 2021-09-30 |
$240,701 |
10,511 |
0.0%
|
Shares |
Sole |
2021-10-08 |
| 2021-06-30 |
$229,350 |
10,511 |
-21.1%
|
Shares |
Sole |
2021-07-27 |
| 2021-03-31 |
$255,478 |
13,327 |
-60.8%
|
Shares |
Sole |
2021-04-26 |
| 2020-12-31 |
$503,747 |
34,014 |
-67.7%
|
Shares |
Sole |
2021-02-16 |
| 2020-09-30 |
$1,426,628 |
105,364 |
+12.4%
|
Shares |
Sole |
2020-10-20 |
| 2020-06-30 |
$1,212,278 |
93,757 |
+10.6%
|
Shares |
Sole |
2020-07-16 |
| 2020-03-31 |
$920,971 |
84,804 |
—
|
Shares |
Sole |
2020-04-17 |