Holdings in UMH
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$3,836,823 |
241,158 |
-6.1%
|
Shares |
Sole |
2026-02-03 |
| 2025-09-30 |
$3,815,514 |
256,937 |
+0.4%
|
Shares |
Sole |
2025-10-22 |
| 2025-06-30 |
$4,297,601 |
255,962 |
-3.9%
|
Shares |
Sole |
2025-08-14 |
| 2025-03-31 |
$4,981,642 |
266,398 |
+161.3%
|
Shares |
Sole |
2025-05-16 |
| 2024-12-31 |
$1,924,495 |
101,933 |
-0.4%
|
Shares |
Sole |
2025-02-18 |
| 2024-09-30 |
$2,012,673 |
102,322 |
+0.2%
|
Shares |
Sole |
2024-11-19 |
| 2024-06-30 |
$1,632,563 |
102,099 |
-3.2%
|
Shares |
Sole |
2024-08-14 |
| 2024-03-31 |
$1,713,368 |
105,503 |
+0.3%
|
Shares |
Sole |
2024-05-10 |
| 2023-12-31 |
$1,611,449 |
105,186 |
-0.2%
|
Shares |
Sole |
2024-02-06 |
| 2023-09-30 |
$1,477,077 |
105,355 |
-0.9%
|
Shares |
Sole |
2023-11-16 |
| 2023-06-30 |
$1,698,386 |
106,282 |
-2.2%
|
Shares |
Sole |
2023-08-07 |
| 2023-03-31 |
$1,607,554 |
108,692 |
+2.0%
|
Shares |
Sole |
2023-05-09 |
| 2022-12-31 |
$1,715,938 |
106,580 |
+5.1%
|
Shares |
Sole |
2023-02-15 |
| 2022-09-30 |
$1,637,626 |
101,401 |
-0.4%
|
Shares |
Sole |
2022-10-18 |
| 2022-06-30 |
$1,797,682 |
101,794 |
-2.4%
|
Shares |
Sole |
2022-07-29 |
| 2022-03-31 |
$2,565,474 |
104,330 |
-0.0%
|
Shares |
Sole |
2022-05-11 |
| 2021-12-31 |
$2,851,721 |
104,344 |
+3.5%
|
Shares |
Sole |
2022-02-08 |
| 2021-09-30 |
$2,309,281 |
100,842 |
-2.0%
|
Shares |
Sole |
2021-11-12 |
| 2021-06-30 |
$2,245,321 |
102,902 |
+8.7%
|
Shares |
Sole |
2021-08-09 |
| 2021-03-31 |
$1,815,552 |
94,708 |
+19.9%
|
Shares |
Sole |
2021-05-12 |
| 2020-12-31 |
$1,169,738 |
78,983 |
+22.0%
|
Shares |
Sole |
2021-02-05 |
| 2020-09-30 |
$876,335 |
64,722 |
+25.6%
|
Shares |
Sole |
2020-11-13 |
| 2020-06-30 |
$666,295 |
51,531 |
+57.9%
|
Shares |
Sole |
2020-08-04 |
| 2020-03-31 |
$354,350 |
32,629 |
—
|
Shares |
Sole |
2020-05-14 |
