Holdings in UMH
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$1,726,712 |
108,530 |
-0.2%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$1,614,640 |
108,730 |
-5.2%
|
Shares |
Sole |
2025-11-14 |
| 2025-06-30 |
$1,926,316 |
114,730 |
-6.9%
|
Shares |
Sole |
2025-08-13 |
| 2025-03-31 |
$2,305,336 |
123,280 |
-4.0%
|
Shares |
Sole |
2025-05-14 |
| 2024-12-31 |
$2,425,419 |
128,465 |
+0.3%
|
Shares |
Sole |
2025-02-13 |
| 2024-09-30 |
$2,519,038 |
128,065 |
-0.8%
|
Shares |
Sole |
2024-11-13 |
| 2024-06-30 |
$2,063,749 |
129,065 |
-0.4%
|
Shares |
Sole |
2024-08-13 |
| 2024-03-31 |
$2,104,135 |
129,565 |
-3.9%
|
Shares |
Sole |
2024-05-10 |
| 2023-12-31 |
$2,065,350 |
134,814 |
+1.1%
|
Shares |
Sole |
2024-02-05 |
| 2023-09-30 |
$1,869,062 |
133,314 |
+1.4%
|
Shares |
Sole |
2023-11-03 |
| 2023-06-30 |
$2,100,794 |
131,464 |
+4.2%
|
Shares |
Sole |
2023-08-04 |
| 2023-03-31 |
$1,866,705 |
126,214 |
+0.3%
|
Shares |
Sole |
2023-05-03 |
| 2022-12-31 |
$2,025,605 |
125,814 |
+9.0%
|
Shares |
Sole |
2023-01-31 |
| 2022-09-30 |
$1,864,759 |
115,465 |
+15.8%
|
Shares |
Sole |
2022-11-03 |
| 2022-06-30 |
$1,760,966 |
99,715 |
-0.3%
|
Shares |
Sole |
2022-07-27 |
| 2022-03-31 |
$2,458,139 |
99,965 |
-1.0%
|
Shares |
Sole |
2022-05-09 |
| 2021-12-31 |
$2,759,373 |
100,965 |
-1.1%
|
Shares |
Sole |
2022-02-02 |
| 2021-09-30 |
$2,337,288 |
102,065 |
-5.6%
|
Shares |
Sole |
2021-10-14 |
| 2021-06-30 |
$2,357,978 |
108,065 |
-2.9%
|
Shares |
Sole |
2021-07-22 |
| 2021-03-31 |
$2,133,793 |
111,309 |
-3.3%
|
Shares |
Sole |
2021-04-14 |
| 2020-12-31 |
$1,704,023 |
115,059 |
+0.0%
|
Shares |
Sole |
2021-02-04 |
| 2020-09-30 |
$1,557,221 |
115,009 |
-3.4%
|
Shares |
Sole |
2020-10-21 |
| 2020-06-30 |
$1,539,652 |
119,076 |
-7.5%
|
Shares |
Sole |
2020-07-31 |
| 2020-03-31 |
$1,398,409 |
128,767 |
—
|
Shares |
Sole |
2020-04-10 |
