Funds holding UMH Properties Inc
191 funds declare a position · 47 ETFs and 144 other funds · 411.2M $ · US9030021037
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS | 3,006,409 | 46.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 2 | SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 2,607,487 | 37.6M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,399,782 | 34.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 4 | T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 2,162,169 | 31.2M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 5 | iShares Russell 2000 ETF iShares Trust | 1,968,819 | 28.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 6 | Fidelity Real Estate Income Fund Fidelity Securities Fund | 1,016,249 | 15.8M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| 7 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 900,989 | 13M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 8 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 809,510 | 12.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 9 | Permanent Portfolio PERMANENT PORTFOLIO FAMILY OF FUNDS | 700,000 | 10.9M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 10 | First Eagle Small Cap Opportunity Fund First Eagle Funds | 670,399 | 10.4M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| 11 | iShares Russell 2000 Growth ETF iShares Trust | 657,092 | 9.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 12 | Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST | 558,868 | 8.4M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 13 | VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS | 531,591 | 8.3M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 14 | Fidelity SAI Real Estate Income Fund Fidelity Securities Fund | 484,134 | 7.5M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| 15 | William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS | 439,029 | 6.3M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| 16 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 427,885 | 6.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 17 | Invesco KBW Premium Yield Equity REIT ETF Invesco Exchange-Traded Fund Trust II | 408,913 | 6.2M $ | 2.29 % | as of Feb 28, 2026 · Original filing |
| 18 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 397,979 | 6M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 19 | DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 395,197 | 6.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 20 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 392,673 | 5.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 21 | AB All Market Real Return Portfolio AB BOND FUND, INC. | 312,943 | 4.9M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| 22 | DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 307,451 | 4.8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 23 | iShares Core U.S. REIT ETF iShares Trust | 259,247 | 4M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 24 | Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 240,084 | 3.7M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| 25 | iShares Global REIT ETF iShares Trust | 213,306 | 3.3M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 26 | AB Global Real Estate Investment Fund II AB INSTITUTIONAL FUNDS INC | 178,929 | 2.8M $ | 1.47 % | as of Apr 30, 2026 · Original filing |
| 27 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 176,046 | 2.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 28 | Goldman Sachs Small Cap Value Fund Goldman Sachs Trust | 166,944 | 2.5M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| 29 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 158,463 | 2.4M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 30 | Dimensional Global Real Estate ETF Dimensional ETF Trust | 152,603 | 2.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 31 | Fidelity Real Estate Index Fund Fidelity Salem Street Trust | 150,023 | 2.3M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 32 | State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST | 146,270 | 2.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 33 | iShares Residential and Multisector Real Estate ETF iShares Trust | 145,964 | 2.1M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 34 | Master Small Cap Index Series Quantitative Master Series LLC | 132,702 | 1.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 35 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 125,877 | 2M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 36 | North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II | 125,000 | 1.9M $ | 1.99 % | as of Feb 28, 2026 · Original filing |
| 37 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 119,110 | 1.8M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 38 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 108,963 | 1.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 39 | Dimensional US Real Estate ETF Dimensional ETF Trust | 105,650 | 1.6M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 40 | iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds | 104,347 | 1.6M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 41 | Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II | 100,292 | 1.4M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| 42 | Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 98,914 | 1.5M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| 43 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 94,092 | 1.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 44 | Empower Real Estate Index Fund EMPOWER FUNDS, INC. | 92,576 | 1.3M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 45 | Hunter Small Cap Value Fund Two Roads Shared Trust | 84,045 | 1.3M $ | 2.10 % | as of Apr 30, 2026 · Original filing |
| 46 | JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust | 83,889 | 1.3M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 47 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 82,263 | 1.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 48 | WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 80,248 | 1.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 49 | First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 79,397 | 1.2M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 50 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 74,327 | 1.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 51 | Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST | 74,192 | 1.2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 52 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 73,487 | 1.1M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 53 | NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 70,747 | 1M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 54 | Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 68,692 | 991.2K $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 55 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 61,078 | 881.4K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 56 | WisdomTree U.S. High Dividend Fund WisdomTree Trust | 60,226 | 869.1K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 57 | State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS | 60,051 | 866.5K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 58 | REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 59,734 | 862K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 59 | Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 59,393 | 923.6K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 60 | State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 57,105 | 824K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 61 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 55,778 | 867.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 62 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 54,767 | 790.3K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 63 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 45,695 | 689.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 64 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 44,503 | 642.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 65 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 42,605 | 662.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 66 | North Star Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 40,000 | 603.2K $ | 1.82 % | as of Feb 28, 2026 · Original filing |
| 67 | EQ/Small Company Index Portfolio EQ Advisors Trust | 39,770 | 573.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 68 | Small Cap Dividend Fund American Century Capital Portfolios, Inc. | 39,080 | 563.9K $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| 69 | Nuveen Equity Index Fund TIAA-CREF Funds | 37,814 | 588K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 70 | Vert Global Sustainable Real Estate ETF Manager Directed Portfolios | 37,726 | 544.4K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 71 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 37,313 | 538.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 72 | Small Cap Index Fund Northern Funds | 36,402 | 525.3K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 73 | Hoya Capital Housing ETF ETF Series Solutions | 34,857 | 525.6K $ | 1.43 % | as of Feb 28, 2026 · Original filing |
| 74 | Global X Russell 2000 ETF GLOBAL X FUNDS | 34,779 | 540.8K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 75 | Small Cap Index Fund VALIC Co I | 33,189 | 500.5K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 76 | JPMorgan Small Cap Value Fund JPMorgan Trust II | 31,079 | 448.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 77 | Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 30,296 | 456.9K $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 78 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 30,035 | 433.4K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 79 | Dunham Small Cap Value Fund Dunham Funds | 29,787 | 463.2K $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| 80 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 29,081 | 452.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 81 | Avantis Real Estate ETF American Century ETF Trust | 28,819 | 434.6K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 82 | Global Real Estate Index Fund Northern Funds | 28,491 | 411.1K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 83 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 28,440 | 410.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 84 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 27,900 | 402.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 85 | Penn Series Small Cap Value Fund Penn Series Funds Inc | 27,686 | 399.5K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 86 | Nuveen Short-Term REIT ETF NuShares ETF Trust | 24,544 | 354.2K $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| 87 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 23,350 | 336.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 88 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 23,055 | 332.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 89 | Residential REIT ETF Tidal Trust I | 22,252 | 346K $ | 4.03 % | as of Apr 30, 2026 · Original filing |
| 90 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 20,970 | 302.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 91 | Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO | 19,824 | 308.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 92 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 17,027 | 245.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 93 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 16,772 | 242K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 94 | THRIVENT REAL ESTATE SECURITIES PORTFOLIO Thrivent Series Fund, Inc. | 16,701 | 241K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 95 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 16,173 | 251.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 96 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 15,819 | 228.3K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 97 | iShares Russell 3000 ETF iShares Trust | 15,733 | 227K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 98 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 15,733 | 227K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 99 | State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 15,637 | 225.6K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 100 | JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 15,296 | 237.9K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
Institutional managers
259 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 7,918,084 | 114.3M $ | as of Mar 31, 2026 |
| FMR LLC | 3,728,880 | 53.8M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 3,508,418 | 50.6M $ | as of Mar 31, 2026 |
| Capital Research Global Investors | 2,607,487 | 37.6M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 2,305,792 | 33.3M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 2,131,198 | 30.8M $ | as of Mar 31, 2026 |
| PRIVATE MANAGEMENT GROUP INC | 1,937,107 | 28M $ | as of Mar 31, 2026 |
| D.A. DAVIDSON & CO. | 1,771,311 | 25.6M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 1,201,366 | 19.1M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,242,647 | 17.9M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,175,769 | 17M $ | as of Mar 31, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1,169,982 | 16.9M $ | as of Mar 31, 2026 |
| Copeland Capital Management, LLC | 1,130,858 | 16.3M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,026,424 | 14.8M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 971,433 | 14M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 940,092 | 13.6M $ | as of Mar 31, 2026 |
| JENNISON ASSOCIATES LLC | 933,034 | 13.5M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 813,216 | 11.7M $ | as of Mar 31, 2026 |
| First Eagle Investment Management, LLC | 764,919 | 11M $ | as of Mar 31, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 738,848 | 10.6M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 679,108 | 9.8M $ | as of Mar 31, 2026 |
| Pacific Heights Asset Management LLC | 650,000 | 9.4M $ | as of Mar 31, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | 595,476 | 8.6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 481,554 | 6.9M $ | as of Mar 31, 2026 |
| State of New Jersey Common Pension Fund D | 458,770 | 6.6M $ | as of Mar 31, 2026 |