As of the latest SEC filings, UMH PROPERTIES, INC. (UMH) is held by 211 institutional funds. The largest fund shareholder is VANGUARD REAL ESTATE INDEX FUND (VGSLX), holding an estimated $46,749,659.95 in market value, representing 0.07% of its portfolio.
Funds holding UMH PROPERTIES, INC. (UMH)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- UMH
- CIK:
- 0000752642
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VGSLX
VANGUARD REAL ESTATE INDEX FUND
|
ETF | Vanguard | 0.07% | $46,749,659.95 | 3,006,409 | Apr 30, 2026 | Jun 26, 2026 |
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.05% | $37,626,037.41 | 2,607,487 | Mar 31, 2026 | May 28, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $34,628,854.26 | 2,399,782 | Mar 31, 2026 | May 28, 2026 |
|
PASVX
T. Rowe Price Small-Cap Value Fund, Inc.
|
MF | T. Rowe Price | 0.34% | $31,200,098.67 | 2,162,169 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.04% | $28,410,058.17 | 1,968,819 | Mar 31, 2026 | May 28, 2026 |
|
PFF
iShares Preferred and Income Securities ETF
|
ETF | BlackRock / iShares | 0.14% | $19,013,585.76 | 915,876 | Mar 31, 2026 | May 26, 2026 |
|
FRIFX
Fidelity Real Estate Income Fund
|
MF | Fidelity | 0.39% | $15,802,671.95 | 1,016,249 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $13,001,271.27 | 900,989 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.04% | $12,587,880.50 | 809,510 | Apr 30, 2026 | Jun 26, 2026 |
|
FRIFX
Fidelity Real Estate Income Fund
|
MF | Fidelity | 0.31% | $12,551,930.86 | 572,233 | Apr 30, 2026 | Jun 26, 2026 |
|
IOBZX
ICON FLEXIBLE BOND FUND
|
MF | Independent / Boutique | 2.38% | $11,305,563.84 | 544,584 | Mar 31, 2026 | Jun 1, 2026 |
|
PRPFX
Permanent Portfolio
|
MF | Independent / Boutique | 0.14% | $10,885,000.00 | 700,000 | Apr 30, 2026 | Jun 29, 2026 |
|
FESCX
First Eagle Small Cap Opportunity Fund
|
MF | Independent / Boutique | 0.47% | $10,424,704.45 | 670,399 | Apr 30, 2026 | Jun 25, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.08% | $9,481,837.56 | 657,092 | Mar 31, 2026 | May 28, 2026 |
|
SCHH
Schwab U.S. REIT ETF
|
ETF | Charles Schwab | 0.09% | $8,427,729.44 | 558,868 | Feb 28, 2026 | Apr 24, 2026 |
|
VRTPX
VANGUARD REAL ESTATE II INDEX FUND
|
MF | Vanguard | 0.08% | $8,266,240.05 | 531,591 | Apr 30, 2026 | Jun 26, 2026 |
|
PFXF
VanEck Preferred Securities ex Financials ETF
|
ETF | Independent / Boutique | 0.37% | $8,050,603.44 | 387,794 | Mar 31, 2026 | May 28, 2026 |
|
FHLPX
Fidelity SAI Real Estate Income Fund
|
MF | Fidelity | 0.39% | $7,528,283.70 | 484,134 | Apr 30, 2026 | Jun 26, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.02% | $6,452,505.80 | 427,885 | Feb 28, 2026 | Apr 24, 2026 |
|
ICSCX
William Blair Small Cap Value Fund
|
MF | Independent / Boutique | 0.68% | $6,335,188.47 | 439,029 | Mar 31, 2026 | May 28, 2026 |
|
KBWY
Invesco KBW Premium Yield Equity REIT ETF
|
ETF | Invesco | 2.29% | $6,166,408.04 | 408,913 | Feb 28, 2026 | Apr 28, 2026 |
|
DFREX
DFA REAL ESTATE SECURITIES PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.09% | $6,145,313.35 | 395,197 | Apr 30, 2026 | Jun 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.04% | $6,001,523.32 | 397,979 | Feb 28, 2026 | Apr 28, 2026 |
|
FHLPX
Fidelity SAI Real Estate Income Fund
|
MF | Fidelity | 0.31% | $5,997,730.92 | 273,432 | Apr 30, 2026 | Jun 26, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.03% | $5,921,508.84 | 392,673 | Feb 28, 2026 | Apr 24, 2026 |
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