Titelia

Fund shareholders of UMH Properties Inc

ISIN US9030021037 · United States · LEI 529900OM5K3PJ11F0Q09

Fund shareholders
197
Of which ETFs
50 147 other funds
Value held
412.4M $
Share of capital
32.0 % of 85.4M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS 3,073,37646.4M $0.06 %3.60 %as of Jul 31, 2026 ↗
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 2,955,94144.8M $0.05 %3.46 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,437,38236.9M $0.00 %2.85 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 2,146,74132.5M $0.04 %2.51 %as of Jun 30, 2026 ↗
Fidelity Real Estate Income Fund Fidelity Securities Fund 1,016,24915.4M $0.35 %1.19 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 932,09314.1M $0.01 %1.09 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 923,28314M $0.04 %1.08 %as of Jul 31, 2026 ↗
First Eagle Small Cap Opportunity Fund First Eagle Funds 773,54411.7M $0.40 %0.91 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 729,25911M $0.08 %0.85 %as of Jun 30, 2026 ↗
Permanent Portfolio PERMANENT PORTFOLIO FAMILY OF FUNDS 700,00010.6M $0.15 %0.82 %as of Jul 31, 2026 ↗
Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST 572,2368.6M $0.09 %0.67 %as of May 31, 2026 ↗
VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS 538,8328.1M $0.07 %0.63 %as of Jul 31, 2026 ↗
Fidelity SAI Real Estate Income Fund Fidelity Securities Fund 522,3347.9M $0.36 %0.61 %as of Jul 31, 2026 ↗
Invesco KBW Premium Yield Equity REIT ETF Invesco Exchange-Traded Fund Trust II 469,8347.1M $2.43 %0.55 %as of May 31, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 460,7647M $0.07 %0.54 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 430,3666.5M $0.02 %0.50 %as of May 31, 2026 ↗
DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 412,6396.2M $0.09 %0.48 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 412,5076.2M $0.04 %0.48 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 386,5695.8M $0.03 %0.45 %as of May 31, 2026 ↗
William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS 314,7824.8M $0.45 %0.37 %as of Jun 30, 2026 ↗
DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 302,5894.6M $0.06 %0.35 %as of Jul 31, 2026 ↗
iShares Core U.S. REIT ETF iShares Trust 301,6254.6M $0.10 %0.35 %as of Jul 31, 2026 ↗
AB All Market Real Return Portfolio AB BOND FUND, INC. 293,1534.4M $0.57 %0.34 %as of Jul 31, 2026 ↗
iShares Global REIT ETF iShares Trust 219,0063.3M $0.06 %0.26 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 198,6753M $0.04 %0.23 %as of Jul 31, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 177,1002.7M $0.27 %0.21 %as of Jul 31, 2026 ↗
AB Global Real Estate Investment Fund II AB INSTITUTIONAL FUNDS INC 166,0492.5M $1.32 %0.19 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 158,4632.4M $0.00 %0.19 %as of May 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 153,9912.3M $0.04 %0.18 %as of Jun 30, 2026 ↗
Dimensional Global Real Estate ETF Dimensional ETF Trust 153,7712.3M $0.06 %0.18 %as of Jul 31, 2026 ↗
Fidelity Real Estate Index Fund Fidelity Salem Street Trust 153,0712.3M $0.07 %0.18 %as of Jul 31, 2026 ↗
iShares Residential and Multisector Real Estate ETF iShares Trust 144,1872.2M $0.25 %0.17 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 143,3502.2M $0.00 %0.17 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST 140,1802.1M $0.12 %0.16 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Value Fund Goldman Sachs Trust 131,9192M $0.21 %0.15 %as of May 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 125,8771.9M $0.20 %0.15 %as of Jul 31, 2026 ↗
North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II 125,0001.9M $1.92 %0.15 %as of May 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 124,7791.9M $0.00 %0.15 %as of May 31, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 119,4081.8M $0.03 %0.14 %as of Jun 30, 2026 ↗
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 113,7331.7M $0.13 %0.13 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 111,6831.7M $0.00 %0.13 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 110,4151.7M $0.04 %0.13 %as of Jul 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 108,2581.6M $0.08 %0.13 %as of Jun 30, 2026 ↗
Dimensional US Real Estate ETF Dimensional ETF Trust 104,7601.6M $0.09 %0.12 %as of Jul 31, 2026 ↗
iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds 104,3471.6M $0.08 %0.12 %as of Jul 31, 2026 ↗
JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust 95,2131.4M $0.12 %0.11 %as of May 31, 2026 ↗
Empower Real Estate Index Fund EMPOWER FUNDS, INC. 92,5761.4M $0.10 %0.11 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 90,6671.4M $0.04 %0.11 %as of Jun 30, 2026 ↗
Hunter Small Cap Value Fund Two Roads Shared Trust 84,0451.3M $1.92 %0.10 %as of Jul 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 79,8781.2M $0.06 %0.09 %as of Jun 30, 2026 ↗
SMALLCAP World Fund AMERICAN FUNDS INSURANCE SERIES 78,7421.2M $0.05 %0.09 %as of Jun 30, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 76,8671.2M $0.53 %0.09 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 76,1071.1M $0.04 %0.09 %as of Jul 31, 2026 ↗
Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST 75,5721.1M $0.08 %0.09 %as of Jul 31, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 75,5171.1M $0.49 %0.09 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 75,3671.1M $0.07 %0.09 %as of May 31, 2026 ↗
Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II 71,3321.1M $0.24 %0.08 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 64,857981.9K $0.05 %0.08 %as of Jun 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 64,475976.2K $0.01 %0.08 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS 60,898922K $0.07 %0.07 %as of Jun 30, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 60,686918.8K $0.06 %0.07 %as of Jun 30, 2026 ↗
REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 59,663903.3K $0.08 %0.07 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 58,567886.7K $0.04 %0.07 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 55,778842.8K $0.00 %0.07 %as of Jul 31, 2026 ↗
Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust 50,156759.4K $0.02 %0.06 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 48,779737.1K $0.06 %0.06 %as of Jul 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 48,353730.6K $0.00 %0.06 %as of Jul 31, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 47,007710.3K $0.12 %0.06 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 46,174693.5K $0.00 %0.05 %as of May 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 45,154683.6K $0.27 %0.05 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 41,688631.2K $0.04 %0.05 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 41,558629.2K $0.00 %0.05 %as of Jun 30, 2026 ↗
North Star Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 40,000600.8K $1.76 %0.05 %as of May 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 39,770602.1K $0.03 %0.05 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 39,436595.9K $0.04 %0.05 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 37,814571.4K $0.00 %0.04 %as of Jul 31, 2026 ↗
Vert Global Sustainable Real Estate ETF Manager Directed Portfolios 37,726571.2K $0.11 %0.04 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 37,313564.9K $0.00 %0.04 %as of Jun 30, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 37,203558.8K $0.18 %0.04 %as of May 31, 2026 ↗
Hoya Capital Housing ETF ETF Series Solutions 35,666535.7K $1.58 %0.04 %as of May 31, 2026 ↗
Small Cap Index Fund VALIC Co I 31,406471.7K $0.03 %0.04 %as of May 31, 2026 ↗
Global Real Estate Index Fund Northern Funds 30,759465.7K $0.05 %0.04 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 30,613462.6K $0.02 %0.04 %as of Jul 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 30,035454.7K $0.19 %0.04 %as of Jun 30, 2026 ↗
First Eagle US Smid Cap Opportunity Fund First Eagle Funds 30,000453.3K $0.42 %0.04 %as of Jul 31, 2026 ↗
Avantis Real Estate ETF American Century ETF Trust 29,939449.7K $0.06 %0.04 %as of May 31, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 29,292443.5K $0.03 %0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 29,000439.1K $0.01 %0.03 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 28,440430.6K $0.02 %0.03 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 27,241412.4K $0.04 %0.03 %as of Jun 30, 2026 ↗
Dunham Small Cap Value Fund Dunham Funds 26,847405.7K $0.44 %0.03 %as of Jul 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 25,422384.9K $0.03 %0.03 %as of Jun 30, 2026 ↗
Nuveen Short-Term REIT ETF NuShares ETF Trust 23,870361.4K $1.02 %0.03 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 23,801360.3K $0.04 %0.03 %as of Jun 30, 2026 ↗
Residential REIT ETF Tidal Trust I 22,730343.5K $4.27 %0.03 %as of Jul 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 20,735313.9K $0.01 %0.02 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 17,261261.3K $0.04 %0.02 %as of Jun 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 16,772253.9K $0.02 %0.02 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 16,637251.9K $0.03 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 16,173244.4K $0.02 %0.02 %as of Jul 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Residential REIT ETF Tidal Trust I 4.27 %as of Jul 31, 2026 ↗
Truth Social American Red State REITs ETF Yorkville America Investment Trust 4.14 %as of Jun 30, 2026 ↗
Invesco KBW Premium Yield Equity REIT ETF Invesco Exchange-Traded Fund Trust II 2.43 %as of May 31, 2026 ↗
ALPS REIT Dividend Dogs ETF ALPS ETF TRUST 2.05 %as of May 31, 2026 ↗
North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II 1.92 %as of May 31, 2026 ↗
Hunter Small Cap Value Fund Two Roads Shared Trust 1.92 %as of Jul 31, 2026 ↗
North Star Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 1.76 %as of May 31, 2026 ↗
Hoya Capital Housing ETF ETF Series Solutions 1.58 %as of May 31, 2026 ↗
AB Global Real Estate Investment Fund II AB INSTITUTIONAL FUNDS INC 1.32 %as of Jul 31, 2026 ↗
Nuveen Short-Term REIT ETF NuShares ETF Trust 1.02 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3197+627,286,198-0.8 %
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

Institutional managers

259 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.7,918,084114.3M $as of Mar 31, 2026
FMR LLC3,728,88053.8M $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.3,673,29353K $as of Mar 31, 2026
STATE STREET CORP3,508,41850.6M $as of Mar 31, 2026
Capital Research Global Investors2,607,48737.6M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC2,305,79233.3M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,131,19830.8M $as of Mar 31, 2026
PRIVATE MANAGEMENT GROUP INC1,937,10728M $as of Mar 31, 2026
D.A. DAVIDSON & CO.1,771,31125.6M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,242,64717.9M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.1,201,36619.1M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,175,76917M $as of Mar 31, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1,169,98216.9M $as of Mar 31, 2026
Copeland Capital Management, LLC1,130,85816.3M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,026,42414.8M $as of Mar 31, 2026
SG Americas Securities, LLC988,06514.3K $as of Mar 31, 2026
RAYMOND JAMES FINANCIAL INC971,43314M $as of Mar 31, 2026
NORTHERN TRUST CORP940,09213.6M $as of Mar 31, 2026
JENNISON ASSOCIATES LLC933,03413.5M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP813,21611.7M $as of Mar 31, 2026
First Eagle Investment Management, LLC764,91911M $as of Mar 31, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP738,84810.6M $as of Mar 31, 2026
Invesco Ltd.679,1089.8M $as of Mar 31, 2026
Pacific Heights Asset Management LLC650,0009.4M $as of Mar 31, 2026
KENNEDY CAPITAL MANAGEMENT LLC595,4768.6M $as of Mar 31, 2026

Declared shareholders of UMH Properties Inc

There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
BlackRock, Inc. 9.70 %8,237,593as of Jun 30, 2026 · SCHEDULE 13G
Erez REIT Opportunities LP and 2 others5.00 %4,270,000as of Sep 28, 2026 · SCHEDULE 13D
Vanguard Portfolio Management 5.00 %4,263,389as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of UMH Properties Inc". https://titelia.com/en/stocks/umh-properties-inc-US9030021037