UMH · Umh Properties, Inc.
$15.76
+0.07 (+0.45%)
At close · Jul 29
Market Cap
$1.34B
Shares
85.17M
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding UMH
196 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD REAL ESTATE INDEX FUND | — | 3,006,409 | $46,749,660 | 0.07% | Long | 2026-04-30 | |
| SMALLCAP World Fund Inc | — | 2,607,487 | $37,626,037 | 0.05% | Long | 2026-03-31 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 2,399,782 | $34,628,854 | 0.00% | Long | 2026-03-31 | |
| T. Rowe Price Small-Cap Value Fund, Inc. | — | 2,162,169 | $31,200,099 | 0.34% | Long | 2026-03-31 | |
| iShares Russell 2000 ETF | — | 1,968,819 | $28,410,058 | 0.04% | Long | 2026-03-31 | |
| Fidelity Real Estate Income Fund | — | 1,016,249 | $15,802,672 | 0.39% | Long | 2026-04-30 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 900,989 | $13,001,271 | 0.02% | Long | 2026-03-31 | |
| Fidelity Small Cap Index Fund | — | 809,510 | $12,587,881 | 0.04% | Long | 2026-04-30 | |
| Permanent Portfolio | — | 700,000 | $10,885,000 | 0.14% | Long | 2026-04-30 | |
| First Eagle Small Cap Opportunity Fund | — | 670,399 | $10,424,704 | 0.47% | Long | 2026-04-30 | |
| iShares Russell 2000 Growth ETF | — | 657,092 | $9,481,838 | 0.08% | Long | 2026-03-31 | |
| Schwab U.S. REIT ETF | — | 572,236 | $8,594,985 | 0.09% | Long | 2026-05-31 | |
| VANGUARD REAL ESTATE II INDEX FUND | — | 531,591 | $8,266,240 | 0.08% | Long | 2026-04-30 | |
| Fidelity SAI Real Estate Income Fund | — | 484,134 | $7,528,284 | 0.39% | Long | 2026-04-30 | |
| Invesco KBW Premium Yield Equity REIT ETF | — | 469,834 | $7,056,907 | 2.43% | Long | 2026-05-31 | |
| Fidelity Extended Market Index Fund | — | 430,366 | $6,464,097 | 0.02% | Long | 2026-05-31 | |
| William Blair Small Cap Value Fund | — | 439,029 | $6,335,188 | 0.68% | Long | 2026-03-31 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 412,507 | $6,195,855 | 0.04% | Long | 2026-05-31 | |
| DFA REAL ESTATE SECURITIES PORTFOLIO | — | 395,197 | $6,145,313 | 0.09% | Long | 2026-04-30 | |
| Schwab U.S. Small-Cap ETF | — | 386,569 | $5,806,266 | 0.03% | Long | 2026-05-31 | |
| AB All Market Real Return Portfolio | — | 312,943 | $4,866,264 | 0.60% | Long | 2026-04-30 | |
| DFA Global Real Estate Securities Portfolio | — | 307,451 | $4,780,863 | 0.06% | Long | 2026-04-30 | |
| iShares Core U.S. REIT ETF | — | 259,247 | $4,031,291 | 0.11% | Long | 2026-04-30 | |
| Goldman Sachs Small Cap Equity Insights Fund | — | 240,084 | $3,733,306 | 0.51% | Long | 2026-04-30 | |
| iShares Global REIT ETF | — | 213,306 | $3,316,908 | 0.07% | Long | 2026-04-30 | |
| AB Global Real Estate Investment Fund II | — | 178,929 | $2,782,346 | 1.47% | Long | 2026-04-30 | |
| Schwab Small-Cap Index Fund | — | 176,046 | $2,737,515 | 0.04% | Long | 2026-04-30 | |
| Fidelity Total Market Index Fund | — | 158,463 | $2,380,114 | 0.00% | Long | 2026-05-31 | |
| Dimensional Global Real Estate ETF | — | 152,603 | $2,372,977 | 0.07% | Long | 2026-04-30 | |
| Fidelity Real Estate Index Fund | — | 150,023 | $2,332,858 | 0.07% | Long | 2026-04-30 | |
| State Street(R) SPDR(R) Dow Jones(R) REIT ETF | — | 146,270 | $2,110,676 | 0.12% | Long | 2026-03-31 | |
| iShares Residential and Multisector Real Estate ETF | — | 145,964 | $2,106,261 | 0.27% | Long | 2026-03-31 | |
| Goldman Sachs Small Cap Value Fund | — | 131,919 | $1,981,423 | 0.21% | Long | 2026-05-31 | |
| U.S. Small Cap Equity Fund | — | 125,877 | $1,957,387 | 0.20% | Long | 2026-04-30 | |
| Master Small Cap Index Series | — | 132,702 | $1,914,890 | 0.04% | Long | 2026-03-31 | |
| North Star Dividend Fund | — | 125,000 | $1,877,500 | 1.92% | Long | 2026-05-31 | |
| Fidelity Series Total Market Index Fund | — | 124,779 | $1,874,181 | 0.00% | Long | 2026-05-31 | |
| Dimensional US Real Estate ETF | — | 105,650 | $1,642,858 | 0.10% | Long | 2026-04-30 | |
| iShares FTSE NAREIT All Equity REIT Index Fund | — | 104,347 | $1,622,596 | 0.08% | Long | 2026-04-30 | |
| iShares Core S&P Total U.S. Stock Market ETF | — | 108,963 | $1,572,336 | 0.00% | Long | 2026-03-31 | |
| Goldman Sachs Small Cap Growth Insights Fund | — | 98,914 | $1,538,113 | 0.54% | Long | 2026-04-30 | |
| Nuveen Small Cap Blend Index Fund | — | 94,092 | $1,463,131 | 0.04% | Long | 2026-04-30 | |
| Variable Portfolio - Partners Small Cap Value Fund | — | 100,292 | $1,447,214 | 0.36% | Long | 2026-03-31 | |
| JPMorgan BetaBuilders MSCI US REIT ETF | — | 95,213 | $1,430,099 | 0.12% | Long | 2026-05-31 | |
| Empower Real Estate Index Fund | — | 92,576 | $1,335,872 | 0.10% | Long | 2026-03-31 | |
| Hunter Small Cap Value Fund | — | 84,045 | $1,306,900 | 2.10% | Long | 2026-04-30 | |
| First Trust Small Cap Growth AlphaDEX Fund | — | 79,397 | $1,234,623 | 0.12% | Long | 2026-04-30 | |
| EQ/2000 Managed Volatility Portfolio | — | 82,263 | $1,187,055 | 0.04% | Long | 2026-03-31 | |
| WisdomTree U.S. SmallCap Dividend Fund | — | 80,248 | $1,157,979 | 0.06% | Long | 2026-03-31 | |
| Invesco RAFI US 1500 Small-Mid ETF | — | 74,327 | $1,155,785 | 0.04% | Long | 2026-04-30 |
Showing 1–50 of 196 positions
Key facts
CIK
752642
CUSIP
903002103
13F (30d)
83 filings
62 filers
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