Holdings in UMH
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$4,104,396 |
257,976 |
+8.3%
|
Shares |
Defined |
2026-01-29 |
| 2025-09-30 |
$3,536,868 |
238,173 |
-28.2%
|
Shares |
Defined |
2025-11-13 |
| 2025-06-30 |
$5,568,285 |
331,643 |
+37.2%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$4,521,266 |
241,779 |
+12.8%
|
Shares |
Defined |
2025-05-13 |
| 2024-12-31 |
$4,046,095 |
214,306 |
+121.8%
|
Shares |
Defined |
2025-02-14 |
| 2024-09-30 |
$1,900,613 |
96,625 |
+29.7%
|
Shares |
Defined |
2024-11-14 |
| 2024-06-30 |
$1,191,062 |
74,488 |
-37.4%
|
Shares |
Defined |
2024-08-14 |
| 2024-03-31 |
$1,933,030 |
119,029 |
-1.6%
|
Shares |
Defined |
2024-05-13 |
| 2023-12-31 |
$1,853,995 |
121,018 |
+36.6%
|
Shares |
Defined |
2024-02-09 |
| 2023-09-30 |
$1,241,933 |
88,583 |
-0.5%
|
Shares |
Defined |
2023-11-09 |
| 2023-06-30 |
$1,422,762 |
89,034 |
+24.6%
|
Shares |
Defined |
2023-08-11 |
| 2023-03-31 |
$1,056,596 |
71,440 |
+20.2%
|
Shares |
Defined |
2023-05-12 |
| 2022-12-31 |
$957,128 |
59,449 |
+14.2%
|
Shares |
Defined |
2023-02-08 |
| 2022-09-30 |
$840,478 |
52,042 |
+3.3%
|
Shares |
Defined |
2022-11-10 |
| 2022-06-30 |
$889,569 |
50,372 |
+10.5%
|
Shares |
Defined |
2022-08-10 |
| 2022-03-31 |
$1,121,304 |
45,600 |
-12.9%
|
Shares |
Defined |
2022-05-16 |
| 2021-12-31 |
$1,430,178 |
52,330 |
+27.5%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$939,678 |
41,034 |
-3.1%
|
Shares |
Defined |
2021-11-15 |
| 2021-06-30 |
$923,989 |
42,346 |
-24.0%
|
Shares |
Defined |
2021-08-13 |
| 2021-03-31 |
$1,067,903 |
55,707 |
+0.3%
|
Shares |
Defined |
2021-05-12 |
| 2020-12-31 |
$822,695 |
55,550 |
+5.2%
|
Shares |
Defined |
2021-02-11 |
| 2020-09-30 |
$715,142 |
52,817 |
-9.6%
|
Shares |
Defined |
2020-11-12 |
| 2020-06-30 |
$755,745 |
58,449 |
-10.2%
|
Shares |
Defined |
2020-07-31 |
| 2020-03-31 |
$706,986 |
65,100 |
—
|
Shares |
Defined |
2020-05-01 |
