Skip to main content

Bailard, Inc.

SEC CIK
0000750641
Latest filing
Jul 30, 2026

UMH holding history

Umh Properties, Inc. in every 13F filed by Bailard, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UMH overviewAll 13F holders of UMHFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2022
Holdings of UMH by Bailard, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−44,700−100.0%Sold outHolders
Q2 202544,700$750.5K<0.1%+27,700+162.9%AddedHolders
Q1 202517,000$317.9K<0.1%+1,700+11.1%AddedHolders
Q4 202415,300$288.9K<0.1%−3,600−19.0%ReducedHolders
Q3 202418,900$371.8K<0.1%+5,400+40.0%AddedHolders
Q2 202413,500$215.9K<0.1%−9,200−40.5%ReducedHolders
Q1 202422,700$368.6K<0.1%+22,700NewHolders
Q3 20230$00.0%−12,500−100.0%Sold outHolders
Q2 202312,500$199.8K<0.1%00.0%UnchangedHolders
Q1 202312,500$184.9K<0.1%+12,500NewHolders
Q3 20220$00.0%−11,200−100.0%Sold outHolders
Q2 202211,200$198.0K<0.1%−5,300−32.1%ReducedHolders
Q1 202216,500$406.0K<0.1%+16,500NewHolders