Position in UMH
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$121,933
-$12,506 QoQ
Shares Held
8,450
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026BARD ASSOCIATES INC holds $549,422 across 4 REIT - Residential names. UMH ranks #2 (22.2% of the industry book) .
All Filings in UMH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $121,933 | 8,450 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $134,439 | 8,450 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $425,601 | 28,660 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $822,458 | 48,985 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $916,019 | 48,985 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $924,836 | 48,985 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $968,452 | 49,235 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $787,267 | 49,235 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $799,576 | 49,235 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $763,472 | 49,835 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $683,825 | 48,775 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $779,424 | 48,775 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $721,382 | 48,775 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $785,277 | 48,775 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $803,866 | 49,775 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $855,185 | 48,425 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,183,393 | 48,125 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,315,256 | 48,125 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,031,072 | 45,025 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,007,538 | 46,175 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $885,174 | 46,175 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $683,851 | 46,175 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $625,209 | 46,175 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $604,800 | 46,775 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $538,927 | 49,625 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||