Holdings in UMH
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$770,362 |
48,420 |
+16.8%
|
Shares |
Defined |
2026-02-13 |
| 2025-09-30 |
$615,591 |
41,454 |
+14.6%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$607,579 |
36,187 |
-38.7%
|
Shares |
Defined |
2025-08-27 |
| 2025-03-31 |
$1,104,796 |
59,080 |
+57.2%
|
Shares |
Defined |
2025-08-27 |
| 2024-12-31 |
$709,774 |
37,594 |
-17.7%
|
Shares |
Defined |
2025-02-14 |
| 2024-09-30 |
$898,348 |
45,671 |
+92.0%
|
Shares |
Defined |
2024-11-14 |
| 2024-06-30 |
$380,322 |
23,785 |
-26.2%
|
Shares |
Defined |
2024-08-14 |
| 2024-03-31 |
$523,090 |
32,210 |
-3.5%
|
Shares |
Defined |
2024-05-15 |
| 2023-12-31 |
$511,320 |
33,376 |
-19.7%
|
Shares |
Defined |
2024-02-14 |
| 2023-09-30 |
$582,474 |
41,546 |
+19.6%
|
Shares |
Defined |
2023-11-14 |
| 2023-06-30 |
$554,905 |
34,725 |
+31.6%
|
Shares |
Defined |
2023-08-14 |
| 2022-12-31 |
$424,750 |
26,382 |
+49.4%
|
Shares |
Defined |
2023-02-14 |
| 2022-06-30 |
$311,840 |
17,658 |
-16.2%
|
Shares |
Defined |
2022-08-15 |
| 2022-03-31 |
$517,963 |
21,064 |
+75.8%
|
Shares |
Defined |
2022-05-16 |
| 2021-03-31 |
$229,637 |
11,979 |
+9.8%
|
Shares |
Defined |
2021-05-17 |
| 2020-09-30 |
$147,680 |
10,907 |
—
|
Shares |
Defined |
2020-11-16 |
