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
iShares Morningstar Small-Cap Growth ETF iShares Trust 14,898231.7K $0.02 %0.02 %as of Apr 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 14,893214.9K $0.04 %0.02 %as of Mar 31, 2026 ↗
ALPS REIT Dividend Dogs ETF ALPS ETF TRUST 13,867209.1K $1.96 %0.02 %as of Feb 28, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 12,833185.2K $0.02 %0.02 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 12,600190K $0.02 %0.01 %as of Feb 28, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 12,469193.9K $0.05 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 11,868179K $0.02 %0.01 %as of Feb 28, 2026 ↗
iShares Developed Real Estate Index Fund BlackRock Funds 11,590180.2K $0.06 %0.01 %as of Apr 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 11,176161.3K $0.04 %0.01 %as of Mar 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 11,041159.3K $0.04 %0.01 %as of Mar 31, 2026 ↗
First Trust S&P REIT Index Fund First Trust Exchange-Traded Fund 10,282148.4K $0.10 %0.01 %as of Mar 31, 2026 ↗
AlphaCentric Real Income Fund MUTUAL FUND SERIES TRUST 10,000144.3K $0.33 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 9,916143.1K $0.04 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 9,599138.5K $0.04 %0.01 %as of Mar 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 9,227133.1K $0.04 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 9,163132.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 9,133142K $0.02 %0.01 %as of Apr 30, 2026 ↗
Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust 8,804136.9K $0.07 %0.01 %as of Apr 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 8,643134.4K $0.04 %0.01 %as of Apr 30, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 8,349120.5K $0.04 %0.01 %as of Mar 31, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 7,403115.1K $0.02 %0.01 %as of Apr 30, 2026 ↗
SA Real Estate Securities Fund SA FUNDS INVESTMENT TRUST 7,288105.2K $0.09 %0.01 %as of Mar 31, 2026 ↗
Wilmington Real Asset Fund Wilmington Funds 7,096110.3K $0.02 %0.01 %as of Apr 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 7,066106.6K $0.04 %0.01 %as of Feb 28, 2026 ↗
Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds 7,050101.7K $0.21 %0.01 %as of Mar 31, 2026 ↗
PIMCO All Asset: Multi-Real Fund PIMCO Funds 6,91799.8K $0.00 %0.01 %as of Mar 31, 2026 ↗
Small Cap Value Fund VALIC Co I 6,740101.6K $0.04 %0.01 %as of Feb 28, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 6,64495.9K $0.04 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 6,483100.8K $0.02 %0.01 %as of Apr 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 6,479100.7K $0.04 %0.01 %as of Apr 30, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 6,432100K $0.13 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 6,22593.9K $0.00 %0.01 %as of Feb 28, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 6,12088.3K $0.04 %0.01 %as of Mar 31, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 6,03087K $0.08 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 6,00090.5K $0.01 %0.01 %as of Feb 28, 2026 ↗
Truth Social American Red State REITs ETF Truth Social Funds 5,85084.4K $3.34 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 5,70082.3K $0.00 %0.01 %as of Mar 31, 2026 ↗
Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust 5,55180.1K $0.14 %0.01 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 5,51679.6K $0.02 %0.01 %as of Mar 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 5,32476.8K $0.04 %0.01 %as of Mar 31, 2026 ↗
Small Cap Core Fund Northern Funds 5,25375.8K $0.02 %0.01 %as of Mar 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 5,10779.4K $0.00 %0.01 %as of Apr 30, 2026 ↗
American Century Small Cap Value Insights ETF American Century ETF Trust 5,05376.2K $0.87 %0.01 %as of Feb 28, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 4,97074.9K $0.03 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 4,95674.7K $0.02 %0.01 %as of Feb 28, 2026 ↗
U.S. Diversified Real Estate ETF ETF Series Solutions 4,52368.2K $0.27 %0.01 %as of Feb 28, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 3,85059.9K $0.00 %0.00 %as of Apr 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 3,78157K $0.01 %0.00 %as of Feb 28, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 3,48352.5K $0.03 %0.00 %as of Feb 28, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 3,33948.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 3,31551.5K $0.02 %0.00 %as of Apr 30, 2026 ↗
Ireit - Marketvector Quality Reit Index ETF Tidal Trust II 2,90745.2K $1.71 %0.00 %as of Apr 30, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,82240.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,50936.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 2,16831.3K $0.04 %0.00 %as of Mar 31, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 2,00028.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,91827.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,88627.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 1,85126.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,65424.9K $0.00 %0.00 %as of Feb 28, 2026 ↗
1290 VT Real Estate Portfolio EQ Advisors Trust 1,62923.5K $0.06 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,61123.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
1290 Loomis Sayles Multi-Asset Income Fund 1290 Funds 1,47122.9K $0.02 %0.00 %as of Apr 30, 2026 ↗
PIMCO RealEstateRealReturn Strategy Fund PIMCO Funds 1,39420.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 1,36619.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
PGIM Jennison Small-Cap Core Equity Fund Prudential Investment Portfolios 2 1,32420.6K $0.17 %0.00 %as of Apr 30, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 1,20017.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 99414.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust 98915.4K $0.10 %0.00 %as of Apr 30, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 90614.1K $0.02 %0.00 %as of Apr 30, 2026 ↗
State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 70310.1K $0.05 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 6219K $0.01 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 5678.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
iShares Environmentally Aware Real Estate ETF iShares Trust 5378.4K $0.06 %0.00 %as of Apr 30, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 4647.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 4446.9K $0.09 %0.00 %as of Apr 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 4116.4K $0.00 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 3985.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 3925.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Atlas America Fund 2023 ETF Series Trust 3895.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 2693.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 2563.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
PIMCO Inflation Response Multi-Asset Fund PIMCO Funds 2413.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALL CAP ProFunds 2032.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 Fund Rydex Series Funds 1832.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 1542.4K $0.00 %0.00 %as of Apr 30, 2026 ↗
SMALL-CAP PROFUND ProFunds 1472.3K $0.03 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 1101.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 821.2K $0.01 %0.00 %as of Feb 28, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 24361.9 $0.03 %0.00 %as of Feb 28, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 21303 $0.01 %0.00 %as of Mar 31, 2026 ↗

Download this table: CSV, JSON

Report an error

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