CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in UMH — Umh Properties, Inc.

CIK 884546 SAN FRANCISCO, CA

Position in UMH

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$17,931,396

-$1,485,931 QoQ

Shares Held

1,242,647

+1.8% QoQ

Ownership

1.46%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $2,495,917,053 across 18 REIT - Residential names. UMH ranks #15 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVB	Avalonbay Communities Inc	3,430,876	$560,433,593
2	EQR	Equity Residential	4,743,347	$280,568,975
3	ESS	Essex Property Trust, Inc.	887,501	$214,775,242
4	MAA	Mid America Apartment Communities Inc.	1,595,031	$194,785,185
5	INVH	Invitation Homes Inc.	7,749,697	$192,579,970
6	SUI	Sun Communities Inc	1,526,108	$192,228,563
7	ELS	Equity Lifestyle Properties Inc	2,910,646	$181,682,523
8	UDR	UDR, Inc.	5,009,830	$169,232,057

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,931,396	1,242,647	+1.8%	Shares	Sole	2026-05-15
2025-12-31	$19,417,327	1,220,448	+3.4%	Shares	Sole	2026-02-13
2025-09-30	$17,529,786	1,180,457	+4.8%	Shares	Sole	2025-11-10
2025-06-30	$18,909,619	1,126,243	+10.3%	Shares	Sole	2025-08-12
2025-03-31	$19,102,536	1,021,526	-0.7%	Shares	Sole	2025-09-15
2024-12-31	$19,415,871	1,028,383	+9.3%	Shares	Sole	2025-02-06
2024-09-30	$18,505,378	940,792	+6.4%	Shares	Sole	2024-11-12
2024-06-30	$14,137,238	884,130	+8.1%	Shares	Sole	2024-08-12
2024-03-31	$13,286,268	818,120	+2.2%	Shares	Sole	2024-05-09
2023-12-31	$12,264,717	800,569	+7.8%	Shares	Sole	2024-02-06
2023-09-30	$10,414,728	742,848	+6.6%	Shares	Sole	2023-11-08
2023-06-30	$11,130,980	696,557	+6.2%	Shares	Sole	2023-08-10
2023-03-31	$9,705,020	656,188	+4.7%	Shares	Sole	2023-05-12
2022-12-31	$10,094,635	626,996	+4.6%	Shares	Sole	2023-02-13
2022-09-30	$9,680,180	599,392	+2.1%	Shares	Sole	2022-11-14
2022-06-30	$10,371,612	587,294	+9.1%	Shares	Sole	2022-08-15
2022-03-31	$13,237,583	538,332	+7.3%	Shares	Sole	2022-05-13
2021-12-31	$13,711,379	501,697	+2.0%	Shares	Sole	2022-02-11
2021-09-30	$11,263,525	491,857	+3.8%	Shares	Sole	2021-11-16
2021-06-30	$10,341,763	473,958	+14.0%	Shares	Sole	2021-08-16
2021-03-31	$7,966,649	415,579	+50.9%	Shares	Sole	2021-05-17
2020-12-31	$4,077,770	275,339	+11.3%	Shares	Sole	2021-02-16
2020-09-30	$3,350,784	247,473	+1.6%	Shares	Sole	2020-11-13
2020-06-30	$3,149,256	243,562	+5.3%	Shares	Sole	2020-08-20
2020-03-31	$2,511,255	231,239	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.