Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 24 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| UMH PROPERTIES, INC. | 997,578.7 | reported | 06 May 2026 | tx 186+2,079,659.86−1,087,178.84 |
| MONMOUTH CAPITAL CORP | 63,227.21 | reported | 25 Sept 2003 | tx 1+50,000 |
| MONMOUTH REAL ESTATE INVESTMENT CORP | 0 | reported | 25 Feb 2022 | tx 57+218,465−418,598.67 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 May 2026 | GIFT | UMH PROPERTIES, INC. | 7,932 | 15.70 USD | |
| 09 Mar 2026 | GIFT | UMH PROPERTIES, INC. | 13,000 | 14.92 USD | |
| 28 Oct 2025 | OTHER | UMH PROPERTIES, INC. | 92,992.48 | 0.00 USD | |
| 30 Jan 2026 | GRANT_AWARD | UMH PROPERTIES, INC. | 34,122 | 15.63 USD | |
| 07 Oct 2025 | SALE | UMH PROPERTIES, INC. | 20,000 | 14.19 USD | |
| 26 Sept 2025 | SALE | UMH PROPERTIES, INC. | 22,100 | 14.76 USD | |
| 03 Sept 2025 | SALE | UMH PROPERTIES, INC. | 10,000 | 15.25 USD | |
| 11 Aug 2025 | SALE | UMH PROPERTIES, INC. | 45,700 | 16.40 USD | |
| 09 Jun 2025 | SALE | UMH PROPERTIES, INC. | 25,000 | 16.87 USD | |
| 10 Jun 2025 | GIFT | UMH PROPERTIES, INC. | 2,934 | 17.04 USD | |
| 19 May 2025 | SALE | UMH PROPERTIES, INC. | 25,000 | 17.11 USD | |
| 21 Apr 2025 | GIFT | UMH PROPERTIES, INC. | 13,000 | 17.03 USD | |
| 07 Jan 2025 | GRANT_AWARD | UMH PROPERTIES, INC. | 87,912 | 18.20 USD | |
| 02 Jan 2025 | OTHER | UMH PROPERTIES, INC. | 1,000 | 18.90 USD | |
| 13 Nov 2024 | SALE | UMH PROPERTIES, INC. | 50,000 | 19.55 USD | |
| 06 Sept 2024 | GIFT | UMH PROPERTIES, INC. | 5,522 | 19.66 USD | |
| 28 May 2024 | SALE | UMH PROPERTIES, INC. | 25,000 | 15.01 USD | |
| 13 May 2024 | GIFT | UMH PROPERTIES, INC. | 5,200 | 15.70 USD | |
| 26 Mar 2024 | GRANT_AWARD | UMH PROPERTIES, INC. | 11,860 | 15.66 USD | |
| 26 Mar 2024 | GRANT_AWARD | UMH PROPERTIES, INC. | 201,779 | 15.66 USD | |
| 07 Mar 2024 | GIFT | UMH PROPERTIES, INC. | 3,200 | 16.24 USD | |
| 14 Nov 2023 | GIFT | UMH PROPERTIES, INC. | 5,000 | 14.53 USD | |
| 16 Oct 2023 | PURCHASE | UMH PROPERTIES, INC. | 73.39 | 13.63 USD | |
| 16 Oct 2023 | PURCHASE | UMH PROPERTIES, INC. | 73.39 | 13.63 USD | |
| 15 Sept 2023 | PURCHASE | UMH PROPERTIES, INC. | 71.43 | 14.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 17 Oct 2022.