Titelia

Fund shareholders of UMH Properties Inc

ISIN US9030021037 · United States · LEI 529900OM5K3PJ11F0Q09

Fund shareholders
191
Of which ETFs
47 144 other funds
Value held
411.2M $
Share of capital
32.2 % of 85.4M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS 3,006,40946.7M $0.07 %3.52 %as of Apr 30, 2026 ↗
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 2,607,48737.6M $0.05 %3.05 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,399,78234.6M $0.00 %2.81 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 2,162,16931.2M $0.34 %2.53 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,968,81928.4M $0.04 %2.31 %as of Mar 31, 2026 ↗
Fidelity Real Estate Income Fund Fidelity Securities Fund 1,016,24915.8M $0.39 %1.19 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 900,98913M $0.02 %1.06 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 809,51012.6M $0.04 %0.95 %as of Apr 30, 2026 ↗
Permanent Portfolio PERMANENT PORTFOLIO FAMILY OF FUNDS 700,00010.9M $0.14 %0.82 %as of Apr 30, 2026 ↗
First Eagle Small Cap Opportunity Fund First Eagle Funds 670,39910.4M $0.47 %0.79 %as of Apr 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 657,0929.5M $0.08 %0.77 %as of Mar 31, 2026 ↗
Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST 558,8688.4M $0.09 %0.65 %as of Feb 28, 2026 ↗
VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS 531,5918.3M $0.08 %0.62 %as of Apr 30, 2026 ↗
Fidelity SAI Real Estate Income Fund Fidelity Securities Fund 484,1347.5M $0.39 %0.57 %as of Apr 30, 2026 ↗
William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS 439,0296.3M $0.68 %0.51 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 427,8856.5M $0.02 %0.50 %as of Feb 28, 2026 ↗
Invesco KBW Premium Yield Equity REIT ETF Invesco Exchange-Traded Fund Trust II 408,9136.2M $2.29 %0.48 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 397,9796M $0.04 %0.47 %as of Feb 28, 2026 ↗
DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 395,1976.1M $0.09 %0.46 %as of Apr 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 392,6735.9M $0.03 %0.46 %as of Feb 28, 2026 ↗
AB All Market Real Return Portfolio AB BOND FUND, INC. 312,9434.9M $0.60 %0.37 %as of Apr 30, 2026 ↗
DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 307,4514.8M $0.06 %0.36 %as of Apr 30, 2026 ↗
iShares Core U.S. REIT ETF iShares Trust 259,2474M $0.11 %0.30 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 240,0843.7M $0.51 %0.28 %as of Apr 30, 2026 ↗
iShares Global REIT ETF iShares Trust 213,3063.3M $0.07 %0.25 %as of Apr 30, 2026 ↗
AB Global Real Estate Investment Fund II AB INSTITUTIONAL FUNDS INC 178,9292.8M $1.47 %0.21 %as of Apr 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 176,0462.7M $0.04 %0.21 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Value Fund Goldman Sachs Trust 166,9442.5M $0.27 %0.20 %as of Feb 28, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 158,4632.4M $0.00 %0.19 %as of Feb 28, 2026 ↗
Dimensional Global Real Estate ETF Dimensional ETF Trust 152,6032.4M $0.07 %0.18 %as of Apr 30, 2026 ↗
Fidelity Real Estate Index Fund Fidelity Salem Street Trust 150,0232.3M $0.07 %0.18 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST 146,2702.1M $0.12 %0.17 %as of Mar 31, 2026 ↗
iShares Residential and Multisector Real Estate ETF iShares Trust 145,9642.1M $0.27 %0.17 %as of Mar 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 132,7021.9M $0.04 %0.16 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 125,8772M $0.20 %0.15 %as of Apr 30, 2026 ↗
North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II 125,0001.9M $1.99 %0.15 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 119,1101.8M $0.00 %0.14 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 108,9631.6M $0.00 %0.13 %as of Mar 31, 2026 ↗
Dimensional US Real Estate ETF Dimensional ETF Trust 105,6501.6M $0.10 %0.12 %as of Apr 30, 2026 ↗
iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds 104,3471.6M $0.08 %0.12 %as of Apr 30, 2026 ↗
Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II 100,2921.4M $0.36 %0.12 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 98,9141.5M $0.54 %0.12 %as of Apr 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 94,0921.5M $0.04 %0.11 %as of Apr 30, 2026 ↗
Empower Real Estate Index Fund EMPOWER FUNDS, INC. 92,5761.3M $0.10 %0.11 %as of Mar 31, 2026 ↗
Hunter Small Cap Value Fund Two Roads Shared Trust 84,0451.3M $2.10 %0.10 %as of Apr 30, 2026 ↗
JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust 83,8891.3M $0.11 %0.10 %as of Feb 28, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 82,2631.2M $0.04 %0.10 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 80,2481.2M $0.06 %0.09 %as of Mar 31, 2026 ↗
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 79,3971.2M $0.12 %0.09 %as of Apr 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 74,3271.2M $0.04 %0.09 %as of Apr 30, 2026 ↗
Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST 74,1921.2M $0.08 %0.09 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 73,4871.1M $0.08 %0.09 %as of Feb 28, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 70,7471M $0.53 %0.08 %as of Mar 31, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 68,692991.2K $0.53 %0.08 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 61,078881.4K $0.08 %0.07 %as of Mar 31, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 60,226869.1K $0.06 %0.07 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS 60,051866.5K $0.08 %0.07 %as of Mar 31, 2026 ↗
REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 59,734862K $0.08 %0.07 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 59,393923.6K $0.08 %0.07 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 57,105824K $0.06 %0.07 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 55,778867.3K $0.00 %0.07 %as of Apr 30, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 54,767790.3K $0.04 %0.06 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 45,695689.1K $0.00 %0.05 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 44,503642.2K $0.00 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 42,605662.5K $0.00 %0.05 %as of Apr 30, 2026 ↗
North Star Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 40,000603.2K $1.82 %0.05 %as of Feb 28, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 39,770573.9K $0.04 %0.05 %as of Mar 31, 2026 ↗
Small Cap Dividend Fund American Century Capital Portfolios, Inc. 39,080563.9K $0.57 %0.05 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 37,814588K $0.00 %0.04 %as of Apr 30, 2026 ↗
Vert Global Sustainable Real Estate ETF Manager Directed Portfolios 37,726544.4K $0.12 %0.04 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 37,313538.4K $0.00 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 36,402525.3K $0.04 %0.04 %as of Mar 31, 2026 ↗
Hoya Capital Housing ETF ETF Series Solutions 34,857525.6K $1.43 %0.04 %as of Feb 28, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 34,779540.8K $0.04 %0.04 %as of Apr 30, 2026 ↗
Small Cap Index Fund VALIC Co I 33,189500.5K $0.04 %0.04 %as of Feb 28, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 31,079448.5K $0.04 %0.04 %as of Mar 31, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 30,296456.9K $0.17 %0.04 %as of Feb 28, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 30,035433.4K $0.21 %0.04 %as of Mar 31, 2026 ↗
Dunham Small Cap Value Fund Dunham Funds 29,787463.2K $0.49 %0.03 %as of Apr 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 29,081452.2K $0.02 %0.03 %as of Apr 30, 2026 ↗
Avantis Real Estate ETF American Century ETF Trust 28,819434.6K $0.06 %0.03 %as of Feb 28, 2026 ↗
Global Real Estate Index Fund Northern Funds 28,491411.1K $0.06 %0.03 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 28,440410.4K $0.02 %0.03 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 27,900402.6K $0.02 %0.03 %as of Mar 31, 2026 ↗
Penn Series Small Cap Value Fund Penn Series Funds Inc 27,686399.5K $0.28 %0.03 %as of Mar 31, 2026 ↗
Nuveen Short-Term REIT ETF NuShares ETF Trust 24,544354.2K $1.18 %0.03 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 23,350336.9K $0.04 %0.03 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 23,055332.7K $0.03 %0.03 %as of Mar 31, 2026 ↗
Residential REIT ETF Tidal Trust I 22,252346K $4.03 %0.03 %as of Apr 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 20,970302.6K $0.04 %0.02 %as of Mar 31, 2026 ↗
Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO 19,824308.3K $0.02 %0.02 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 17,027245.7K $0.04 %0.02 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 16,772242K $0.02 %0.02 %as of Mar 31, 2026 ↗
THRIVENT REAL ESTATE SECURITIES PORTFOLIO Thrivent Series Fund, Inc. 16,701241K $0.18 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 16,173251.5K $0.02 %0.02 %as of Apr 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 15,819228.3K $0.04 %0.02 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 15,733227K $0.00 %0.02 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 15,733227K $0.00 %0.02 %as of Mar 31, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 15,637225.6K $0.05 %0.02 %as of Mar 31, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 15,296237.9K $0.04 %0.02 %as of Apr 30, 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 counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Residential REIT ETF Tidal Trust I 4.03 %as of Apr 30, 2026 ↗
Truth Social American Red State REITs ETF Truth Social Funds 3.34 %as of Mar 31, 2026 ↗
Invesco KBW Premium Yield Equity REIT ETF Invesco Exchange-Traded Fund Trust II 2.29 %as of Feb 28, 2026 ↗
Hunter Small Cap Value Fund Two Roads Shared Trust 2.10 %as of Apr 30, 2026 ↗
North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II 1.99 %as of Feb 28, 2026 ↗
ALPS REIT Dividend Dogs ETF ALPS ETF TRUST 1.96 %as of Feb 28, 2026 ↗
North Star Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 1.82 %as of Feb 28, 2026 ↗
Ireit - Marketvector Quality Reit Index ETF Tidal Trust II 1.71 %as of Apr 30, 2026 ↗
AB Global Real Estate Investment Fund II AB INSTITUTIONAL FUNDS INC 1.47 %as of Apr 30, 2026 ↗
Hoya Capital Housing ETF ETF Series Solutions 1.43 %as of Feb 28, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
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 25 largest follow.

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

1 beneficial ownership filing. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
T. Rowe Price Investment Management, Inc. 4.30 %3,673,293as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of UMH Properties Inc". https://titelia.com/en/stocks/umh-properties-inc-US9030021037