Holdings in UMH
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$2,532,872 |
159,200 |
+2.8%
|
Shares |
Sole |
2026-02-12 |
| 2025-09-30 |
$2,300,265 |
154,900 |
+3.4%
|
Shares |
Sole |
2025-11-13 |
| 2025-06-30 |
$2,515,142 |
149,800 |
+3.1%
|
Shares |
Sole |
2025-08-12 |
| 2025-03-31 |
$2,717,110 |
145,300 |
-1.0%
|
Shares |
Sole |
2025-05-12 |
| 2024-12-31 |
$2,771,584 |
146,800 |
+12.4%
|
Shares |
Sole |
2025-02-10 |
| 2024-09-30 |
$2,568,902 |
130,600 |
+0.8%
|
Shares |
Sole |
2024-11-07 |
| 2024-06-30 |
$2,072,304 |
129,600 |
+4.1%
|
Shares |
Sole |
2024-08-08 |
| 2024-03-31 |
$2,021,880 |
124,500 |
+1.9%
|
Shares |
Sole |
2024-05-07 |
| 2023-12-31 |
$1,872,104 |
122,200 |
-3.7%
|
Shares |
Sole |
2024-02-06 |
| 2023-09-30 |
$1,779,138 |
126,900 |
+2.3%
|
Shares |
Sole |
2023-11-08 |
| 2023-06-30 |
$1,983,118 |
124,100 |
+8.6%
|
Shares |
Sole |
2023-08-09 |
| 2023-03-31 |
$1,690,497 |
114,300 |
-9.6%
|
Shares |
Sole |
2023-05-10 |
| 2022-12-31 |
$2,035,040 |
126,400 |
+3.4%
|
Shares |
Sole |
2023-02-08 |
| 2022-09-30 |
$1,973,530 |
122,200 |
+5.4%
|
Shares |
Sole |
2022-11-09 |
| 2022-06-30 |
$2,046,794 |
115,900 |
0.0%
|
Shares |
Sole |
2022-08-09 |
| 2022-03-31 |
$2,849,981 |
115,900 |
+11.0%
|
Shares |
Sole |
2022-05-09 |
| 2021-12-31 |
$2,853,252 |
104,400 |
+4.6%
|
Shares |
Sole |
2022-02-08 |
| 2021-09-30 |
$2,285,420 |
99,800 |
+8.6%
|
Shares |
Sole |
2021-11-08 |
| 2021-06-30 |
$2,005,258 |
91,900 |
+7.1%
|
Shares |
Sole |
2021-08-06 |
| 2021-03-31 |
$1,644,786 |
85,800 |
+2.1%
|
Shares |
Sole |
2021-05-07 |
| 2020-12-31 |
$1,244,040 |
84,000 |
0.0%
|
Shares |
Sole |
2021-02-05 |
| 2020-09-30 |
$1,137,360 |
84,000 |
+2.3%
|
Shares |
Sole |
2020-11-09 |
| 2020-06-30 |
$1,061,553 |
82,100 |
+15.1%
|
Shares |
Sole |
2020-08-05 |
| 2020-03-31 |
$774,318 |
71,300 |
—
|
Shares |
Sole |
2020-05-08 |
