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 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 4.03 %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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 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 is 1 beneficial ownership filing. 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
T. Rowe Price Investment Management, Inc. 4.30 %3,673,293as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

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