UMH · Umh Properties, Inc. · Held by Funds
$15.40
-0.07 (-0.45%)
At close · Sep 30
Return incl. dividend (before tax)
Market Cap
$1.31B
Shares
85.39M
Volume · Sep 30
538.26K
Avg daily vol (3M)
625.68K
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding UMH
215 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD REAL ESTATE INDEX FUND | — | 3,073,376 | $46,438,711 | 0.06% | Long | 2026-07-31 | |
| SMALLCAP World Fund Inc | — | 2,955,941 | $44,752,947 | 0.05% | Long | 2026-06-30 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 2,437,382 | $36,901,963 | 0.00% | Long | 2026-06-30 | |
| iShares Russell 2000 ETF | IWM | 2,146,741 | $32,501,659 | 0.04% | Long | 2026-06-30 | |
| ICM Small Company Portfolio | — | 893,100 | $19,228,443 | 0.98% | Long | 2021-04-30 | |
| Fidelity Real Estate Income Fund | — | 1,016,249 | $15,355,522 | 0.35% | Long | 2026-07-31 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 932,093 | $14,111,888 | 0.01% | Long | 2026-06-30 | |
| Fidelity Small Cap Index Fund | FSSNX | 923,283 | $13,950,806 | 0.04% | Long | 2026-07-31 | |
| First Eagle Small Cap Opportunity Fund | — | 773,544 | $11,688,250 | 0.40% | Long | 2026-07-31 | |
| iShares Russell 2000 Value ETF | IWN | 729,259 | $11,040,981 | 0.08% | Long | 2026-06-30 | |
| Permanent Portfolio | — | 700,000 | $10,577,000 | 0.15% | Long | 2026-07-31 | |
| Schwab U.S. REIT ETF | SCHH | 572,236 | $8,594,985 | 0.09% | Long | 2026-05-31 | |
| VANGUARD REAL ESTATE II INDEX FUND | VRTPX | 538,832 | $8,141,752 | 0.07% | Long | 2026-07-31 | |
| Fidelity SAI Real Estate Income Fund | FHLPX | 522,334 | $7,892,467 | 0.36% | Long | 2026-07-31 | |
| Invesco KBW Premium Yield Equity REIT ETF | KBWY | 469,834 | $7,056,907 | 2.43% | Long | 2026-05-31 | |
| T. Rowe Price Small-Cap Value Fund, Inc. | — | 460,764 | $6,975,967 | 0.07% | Long | 2026-06-30 | |
| Fidelity Extended Market Index Fund | FSMAX | 430,366 | $6,464,097 | 0.02% | Long | 2026-05-31 | |
| DFA REAL ESTATE SECURITIES PORTFOLIO | DFREX | 412,639 | $6,234,975 | 0.09% | Long | 2026-07-31 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 412,507 | $6,195,855 | 0.04% | Long | 2026-05-31 | |
| Schwab U.S. Small-Cap ETF | SCHA | 386,569 | $5,806,266 | 0.03% | Long | 2026-05-31 | |
| William Blair Small Cap Value Fund | — | 314,782 | $4,765,799 | 0.45% | Long | 2026-06-30 | |
| DFA Global Real Estate Securities Portfolio | — | 302,589 | $4,572,120 | 0.06% | Long | 2026-07-31 | |
| iShares Core U.S. REIT ETF | USRT | 301,625 | $4,557,554 | 0.10% | Long | 2026-07-31 | |
| AB All Market Real Return Portfolio | — | 293,153 | $4,429,542 | 0.57% | Long | 2026-07-31 | |
| iShares Global REIT ETF | REET | 219,006 | $3,309,181 | 0.06% | Long | 2026-07-31 | |
| Schwab Small-Cap Index Fund | SWSSX | 198,675 | $3,001,979 | 0.04% | Long | 2026-07-31 | |
| Goldman Sachs Small Cap Equity Insights Fund | — | 177,100 | $2,675,981 | 0.27% | Long | 2026-07-31 | |
| AB Global Real Estate Investment Fund II | ARIIX | 166,049 | $2,509,000 | 1.32% | Long | 2026-07-31 | |
| Fidelity Total Market Index Fund | FSKAX | 158,463 | $2,380,114 | 0.00% | Long | 2026-05-31 | |
| Master Small Cap Index Series | — | 153,991 | $2,331,424 | 0.04% | Long | 2026-06-30 | |
| Dimensional Global Real Estate ETF | DFGR | 153,771 | $2,323,480 | 0.06% | Long | 2026-07-31 | |
| Westfield Capital Dividend Growth Fund | — | 98,770 | $2,323,070 | 1.57% | Long | 2022-04-30 | |
| Fidelity Real Estate Index Fund | FSRNX | 153,071 | $2,312,903 | 0.07% | Long | 2026-07-31 | |
| iShares Residential and Multisector Real Estate ETF | REZ | 144,187 | $2,182,991 | 0.25% | Long | 2026-06-30 | |
| College Retirement Equities Fund - Total Global Stock Account | — | 143,350 | $2,170,319 | 0.00% | Long | 2026-06-30 | |
| State Street(R) SPDR(R) Dow Jones(R) REIT ETF | RWR | 140,180 | $2,122,325 | 0.12% | Long | 2026-06-30 | |
| 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 | $1,902,001 | 0.20% | Long | 2026-07-31 | |
| North Star Dividend Fund | — | 125,000 | $1,877,500 | 1.92% | Long | 2026-05-31 | |
| Fidelity Series Total Market Index Fund | FCFMX | 124,779 | $1,874,181 | 0.00% | Long | 2026-05-31 | |
| Fidelity Enhanced Small Cap Core ETF | FESM | 119,408 | $1,807,837 | 0.03% | Long | 2026-06-30 | |
| First Trust Small Cap Growth AlphaDEX Fund | FYC | 113,733 | $1,718,506 | 0.13% | Long | 2026-07-31 | |
| iShares Core S&P Total U.S. Stock Market ETF | ITOT | 111,683 | $1,690,881 | 0.00% | Long | 2026-06-30 | |
| Nuveen Small Cap Blend Index Fund | — | 110,415 | $1,668,371 | 0.04% | Long | 2026-07-31 | |
| Fidelity Small Cap Value Index Fund | FISVX | 108,258 | $1,639,026 | 0.08% | Long | 2026-06-30 | |
| Dimensional US Real Estate ETF | DFAR | 104,760 | $1,582,924 | 0.09% | Long | 2026-07-31 | |
| iShares FTSE NAREIT All Equity REIT Index Fund | — | 104,347 | $1,576,683 | 0.08% | Long | 2026-07-31 | |
| JPMorgan BetaBuilders MSCI US REIT ETF | BBRE | 95,213 | $1,430,099 | 0.12% | Long | 2026-05-31 | |
| Empower Real Estate Index Fund | — | 92,576 | $1,401,601 | 0.10% | Long | 2026-06-30 | |
| EQ/2000 Managed Volatility Portfolio | — | 90,667 | $1,372,698 | 0.04% | Long | 2026-06-30 |
Showing 1–50 of 215 positions