Titelia

Fonds als Aktionäre von UMH Properties Inc

ISIN US9030021037 · Vereinigte Staaten · LEI 529900OM5K3PJ11F0Q09

Fonds als Aktionäre
191
Davon ETFs
47 144 weitere Fonds
Gehaltener Wert
≈ 353,9 Mio. € 411,2 Mio. $
Anteil am Kapital
32,2 % von 85,4 Mio. Aktien am 31.07.2026
FondsStückeWertAnteil am FondsAnteil am Kapital
VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS 3.006.40946,7 Mio. $0,07 %3,52 %zum 30.04.2026 ↗
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 2.607.48737,6 Mio. $0,05 %3,05 %zum 31.03.2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2.399.78234,6 Mio. $0,00 %2,81 %zum 31.03.2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 2.162.16931,2 Mio. $0,34 %2,53 %zum 31.03.2026 ↗
iShares Russell 2000 ETF iShares Trust 1.968.81928,4 Mio. $0,04 %2,31 %zum 31.03.2026 ↗
Fidelity Real Estate Income Fund Fidelity Securities Fund 1.016.24915,8 Mio. $0,39 %1,19 %zum 30.04.2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 900.98913 Mio. $0,02 %1,06 %zum 31.03.2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 809.51012,6 Mio. $0,04 %0,95 %zum 30.04.2026 ↗
Permanent Portfolio PERMANENT PORTFOLIO FAMILY OF FUNDS 700.00010,9 Mio. $0,14 %0,82 %zum 30.04.2026 ↗
First Eagle Small Cap Opportunity Fund First Eagle Funds 670.39910,4 Mio. $0,47 %0,79 %zum 30.04.2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 657.0929,5 Mio. $0,08 %0,77 %zum 31.03.2026 ↗
Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST 558.8688,4 Mio. $0,09 %0,65 %zum 28.02.2026 ↗
VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS 531.5918,3 Mio. $0,08 %0,62 %zum 30.04.2026 ↗
Fidelity SAI Real Estate Income Fund Fidelity Securities Fund 484.1347,5 Mio. $0,39 %0,57 %zum 30.04.2026 ↗
William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS 439.0296,3 Mio. $0,68 %0,51 %zum 31.03.2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 427.8856,5 Mio. $0,02 %0,50 %zum 28.02.2026 ↗
Invesco KBW Premium Yield Equity REIT ETF Invesco Exchange-Traded Fund Trust II 408.9136,2 Mio. $2,29 %0,48 %zum 28.02.2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 397.9796 Mio. $0,04 %0,47 %zum 28.02.2026 ↗
DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 395.1976,1 Mio. $0,09 %0,46 %zum 30.04.2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 392.6735,9 Mio. $0,03 %0,46 %zum 28.02.2026 ↗
AB All Market Real Return Portfolio AB BOND FUND, INC. 312.9434,9 Mio. $0,60 %0,37 %zum 30.04.2026 ↗
DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 307.4514,8 Mio. $0,06 %0,36 %zum 30.04.2026 ↗
iShares Core U.S. REIT ETF iShares Trust 259.2474 Mio. $0,11 %0,30 %zum 30.04.2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 240.0843,7 Mio. $0,51 %0,28 %zum 30.04.2026 ↗
iShares Global REIT ETF iShares Trust 213.3063,3 Mio. $0,07 %0,25 %zum 30.04.2026 ↗
AB Global Real Estate Investment Fund II AB INSTITUTIONAL FUNDS INC 178.9292,8 Mio. $1,47 %0,21 %zum 30.04.2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 176.0462,7 Mio. $0,04 %0,21 %zum 30.04.2026 ↗
Goldman Sachs Small Cap Value Fund Goldman Sachs Trust 166.9442,5 Mio. $0,27 %0,20 %zum 28.02.2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 158.4632,4 Mio. $0,00 %0,19 %zum 28.02.2026 ↗
Dimensional Global Real Estate ETF Dimensional ETF Trust 152.6032,4 Mio. $0,07 %0,18 %zum 30.04.2026 ↗
Fidelity Real Estate Index Fund Fidelity Salem Street Trust 150.0232,3 Mio. $0,07 %0,18 %zum 30.04.2026 ↗
State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST 146.2702,1 Mio. $0,12 %0,17 %zum 31.03.2026 ↗
iShares Residential and Multisector Real Estate ETF iShares Trust 145.9642,1 Mio. $0,27 %0,17 %zum 31.03.2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 132.7021,9 Mio. $0,04 %0,16 %zum 31.03.2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 125.8772 Mio. $0,20 %0,15 %zum 30.04.2026 ↗
North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II 125.0001,9 Mio. $1,99 %0,15 %zum 28.02.2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 119.1101,8 Mio. $0,00 %0,14 %zum 28.02.2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 108.9631,6 Mio. $0,00 %0,13 %zum 31.03.2026 ↗
Dimensional US Real Estate ETF Dimensional ETF Trust 105.6501,6 Mio. $0,10 %0,12 %zum 30.04.2026 ↗
iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds 104.3471,6 Mio. $0,08 %0,12 %zum 30.04.2026 ↗
Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II 100.2921,4 Mio. $0,36 %0,12 %zum 31.03.2026 ↗
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 98.9141,5 Mio. $0,54 %0,12 %zum 30.04.2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 94.0921,5 Mio. $0,04 %0,11 %zum 30.04.2026 ↗
Empower Real Estate Index Fund EMPOWER FUNDS, INC. 92.5761,3 Mio. $0,10 %0,11 %zum 31.03.2026 ↗
Hunter Small Cap Value Fund Two Roads Shared Trust 84.0451,3 Mio. $2,10 %0,10 %zum 30.04.2026 ↗
JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust 83.8891,3 Mio. $0,11 %0,10 %zum 28.02.2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 82.2631,2 Mio. $0,04 %0,10 %zum 31.03.2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 80.2481,2 Mio. $0,06 %0,09 %zum 31.03.2026 ↗
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 79.3971,2 Mio. $0,12 %0,09 %zum 30.04.2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 74.3271,2 Mio. $0,04 %0,09 %zum 30.04.2026 ↗
Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST 74.1921,2 Mio. $0,08 %0,09 %zum 30.04.2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 73.4871,1 Mio. $0,08 %0,09 %zum 28.02.2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 70.7471 Mio. $0,53 %0,08 %zum 31.03.2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 68.692991.225,6 $0,53 %0,08 %zum 31.03.2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 61.078881.355,5 $0,08 %0,07 %zum 31.03.2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 60.226869.061,2 $0,06 %0,07 %zum 31.03.2026 ↗
State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS 60.051866.535,9 $0,08 %0,07 %zum 31.03.2026 ↗
REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 59.734861.961,6 $0,08 %0,07 %zum 31.03.2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 59.393923.561,2 $0,08 %0,07 %zum 30.04.2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 57.105824.025,2 $0,06 %0,07 %zum 31.03.2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 55.778867.347,9 $0,00 %0,07 %zum 30.04.2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 54.767790.287,8 $0,04 %0,06 %zum 31.03.2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 45.695689.080,6 $0,00 %0,05 %zum 28.02.2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 44.503642.178,3 $0,00 %0,05 %zum 31.03.2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 42.605662.507,8 $0,00 %0,05 %zum 30.04.2026 ↗
North Star Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 40.000603.200 $1,82 %0,05 %zum 28.02.2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 39.770573.881,1 $0,04 %0,05 %zum 31.03.2026 ↗
Small Cap Dividend Fund American Century Capital Portfolios, Inc. 39.080563.924,4 $0,57 %0,05 %zum 31.03.2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 37.814588.007,7 $0,00 %0,04 %zum 30.04.2026 ↗
Vert Global Sustainable Real Estate ETF Manager Directed Portfolios 37.726544.386,2 $0,12 %0,04 %zum 31.03.2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 37.313538.426,6 $0,00 %0,04 %zum 31.03.2026 ↗
Small Cap Index Fund Northern Funds 36.402525.280,9 $0,04 %0,04 %zum 31.03.2026 ↗
Hoya Capital Housing ETF ETF Series Solutions 34.857525.643,6 $1,43 %0,04 %zum 28.02.2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 34.779540.813,5 $0,04 %0,04 %zum 30.04.2026 ↗
Small Cap Index Fund VALIC Co I 33.189500.490,1 $0,04 %0,04 %zum 28.02.2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 31.079448.470 $0,04 %0,04 %zum 31.03.2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 30.296456.863,7 $0,17 %0,04 %zum 28.02.2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 30.035433.405,1 $0,21 %0,04 %zum 31.03.2026 ↗
Dunham Small Cap Value Fund Dunham Funds 29.787463.187,9 $0,49 %0,03 %zum 30.04.2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 29.081452.209,6 $0,02 %0,03 %zum 30.04.2026 ↗
Avantis Real Estate ETF American Century ETF Trust 28.819434.590,5 $0,06 %0,03 %zum 28.02.2026 ↗
Global Real Estate Index Fund Northern Funds 28.491411.125,1 $0,06 %0,03 %zum 31.03.2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 28.440410.389,2 $0,02 %0,03 %zum 31.03.2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 27.900402.597 $0,02 %0,03 %zum 31.03.2026 ↗
Penn Series Small Cap Value Fund Penn Series Funds Inc 27.686399.509 $0,28 %0,03 %zum 31.03.2026 ↗
Nuveen Short-Term REIT ETF NuShares ETF Trust 24.544354.169,9 $1,18 %0,03 %zum 31.03.2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 23.350336.940,5 $0,04 %0,03 %zum 31.03.2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 23.055332.683,7 $0,03 %0,03 %zum 31.03.2026 ↗
Residential REIT ETF Tidal Trust I 22.252346.018,6 $4,03 %0,03 %zum 30.04.2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 20.970302.597,1 $0,04 %0,02 %zum 31.03.2026 ↗
Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO 19.824308.263,2 $0,02 %0,02 %zum 30.04.2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 17.027245.699,6 $0,04 %0,02 %zum 31.03.2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 16.772242.020 $0,02 %0,02 %zum 31.03.2026 ↗
THRIVENT REAL ESTATE SECURITIES PORTFOLIO Thrivent Series Fund, Inc. 16.701240.995,4 $0,18 %0,02 %zum 31.03.2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 16.173251.490,2 $0,02 %0,02 %zum 30.04.2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 15.819228.268,2 $0,04 %0,02 %zum 31.03.2026 ↗
iShares Russell 3000 ETF iShares Trust 15.733227.027,2 $0,00 %0,02 %zum 31.03.2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 15.733227.027,2 $0,00 %0,02 %zum 31.03.2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 15.637225.641,9 $0,05 %0,02 %zum 31.03.2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 15.296237.852,8 $0,04 %0,02 %zum 30.04.2026 ↗

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Die am stärksten exponierten Fonds

Das Gewicht ist der Anteil am Nettovermögen des Fonds. Die Halterliste zählt Stücke; diese Liste misst, was das Unternehmen in jedem Fonds wiegt.

FondsAnteil am Fonds
Residential REIT ETF Tidal Trust I 4,03 %zum 30.04.2026 ↗
Truth Social American Red State REITs ETF Truth Social Funds 3,34 %zum 31.03.2026 ↗
Invesco KBW Premium Yield Equity REIT ETF Invesco Exchange-Traded Fund Trust II 2,29 %zum 28.02.2026 ↗
Hunter Small Cap Value Fund Two Roads Shared Trust 2,10 %zum 30.04.2026 ↗
North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II 1,99 %zum 28.02.2026 ↗
ALPS REIT Dividend Dogs ETF ALPS ETF TRUST 1,96 %zum 28.02.2026 ↗
North Star Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 1,82 %zum 28.02.2026 ↗
Ireit - Marketvector Quality Reit Index ETF Tidal Trust II 1,71 %zum 30.04.2026 ↗
AB Global Real Estate Investment Fund II AB INSTITUTIONAL FUNDS INC 1,47 %zum 30.04.2026 ↗
Hoya Capital Housing ETF ETF Series Solutions 1,43 %zum 28.02.2026 ↗

Quartal für Quartal

Jeder Quartalsdatensatz der SEC, das jüngste zuerst. Die Veränderung wird gegen das vorherige Quartal gelesen.

QuartalAktionäreVeränderungStückeVeränderung
2026Q2191+227.499.732+1,4 %
2026Q1189+327.111.879-5,1 %
2025Q4186-428.576.527-8,6 %
2025Q3190-1831.271.631+2,0 %
2025Q2208+630.667.926+3,7 %
2025Q1202+429.567.089+13,3 %
2024Q4198+926.089.123+11,5 %
2024Q3189+623.395.809+5,9 %
2024Q2183+922.099.610+12,4 %
2024Q1174+219.662.116-4,2 %
2023Q417220.532.540

Institutionelle Verwalter

259 Verwalter melden diese Gesellschaft der SEC (Formular 13F); die 25 größten folgen.

VerwalterStückeWert
BlackRock, Inc.7.918.084114,3 Mio. $zum 31.03.2026
FMR LLC3.728.88053,8 Mio. $zum 31.03.2026
T. Rowe Price Investment Management, Inc.3.673.29353.006 $zum 31.03.2026
STATE STREET CORP3.508.41850,6 Mio. $zum 31.03.2026
Capital Research Global Investors2.607.48737,6 Mio. $zum 31.03.2026
GOLDMAN SACHS GROUP INC2.305.79233,3 Mio. $zum 31.03.2026
GEODE CAPITAL MANAGEMENT, LLC2.131.19830,8 Mio. $zum 31.03.2026
PRIVATE MANAGEMENT GROUP INC1.937.10728 Mio. $zum 31.03.2026
D.A. DAVIDSON & CO.1.771.31125,6 Mio. $zum 31.03.2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.242.64717,9 Mio. $zum 31.03.2026
ALLIANCEBERNSTEIN L.P.1.201.36619,1 Mio. $zum 31.03.2026
DIMENSIONAL FUND ADVISORS LP1.175.76917 Mio. $zum 31.03.2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1.169.98216,9 Mio. $zum 31.03.2026
Copeland Capital Management, LLC1.130.85816,3 Mio. $zum 31.03.2026
BANK OF AMERICA CORP /DE/1.026.42414,8 Mio. $zum 31.03.2026
SG Americas Securities, LLC988.06514.258 $zum 31.03.2026
RAYMOND JAMES FINANCIAL INC971.43314 Mio. $zum 31.03.2026
NORTHERN TRUST CORP940.09213,6 Mio. $zum 31.03.2026
JENNISON ASSOCIATES LLC933.03413,5 Mio. $zum 31.03.2026
TWO SIGMA INVESTMENTS, LP813.21611,7 Mio. $zum 31.03.2026
First Eagle Investment Management, LLC764.91911 Mio. $zum 31.03.2026
SCHRODER INVESTMENT MANAGEMENT GROUP738.84810,6 Mio. $zum 31.03.2026
Invesco Ltd.679.1089,8 Mio. $zum 31.03.2026
Pacific Heights Asset Management LLC650.0009,4 Mio. $zum 31.03.2026
KENNEDY CAPITAL MANAGEMENT LLC595.4768,6 Mio. $zum 31.03.2026

Gemeldete Aktionäre von UMH Properties Inc

1 Beteiligungsmeldung bei der SEC (Schedule 13D/13G). Diese Anteile addieren sich nicht: eine meldende Verwaltungsgesellschaft fasst ihre eigenen Fonds zusammen, die oben bereits gezählt sind.

AktionärGemeldeter AnteilStücke
T. Rowe Price Investment Management, Inc. 4,30 %3.673.293zum 31.03.2026 · SCHEDULE 13G
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