UMH PPTYS INC COM

UMH PPTYS INC COM is a security (CUSIP 903002103) tracked across SEC portfolio filings. 266 institutional managers reported $861.0M on Form 13F as of 2026-06-30; 18 registered fund positions totaling $98.1M via N-PORT as of 2026-05-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 266 managers by value.

ManagerLocationValueShares
VANGUARD GROUP INCValley Forge, PA$129.3M8,128,983
BlackRock, Inc.New York, NY$114.3M7,918,084
FMR LLCBOSTON, MA$53.8M3,728,880
STATE STREET CORPBOSTON, MA$50.6M3,508,418
Capital Research Global InvestorsLos Angeles, CA$37.6M2,607,487
GOLDMAN SACHS GROUP INCNEW YORK, NY$33.3M2,305,792
GEODE CAPITAL MANAGEMENT, LLCBOSTON, MA$30.8M2,131,198
PRIVATE MANAGEMENT GROUP INCIRVINE, CA$29.8M1,970,696
D.A. DAVIDSON & CO.GREAT FALLS, MT$29.4M1,943,138
ALLIANCEBERNSTEIN L.P.NASHVILLE, TN$19.1M1,201,366
CHARLES SCHWAB INVESTMENT MANAGEMENT INCSAN FRANCISCO, CA$17.9M1,242,647
DIMENSIONAL FUND ADVISORS LPAUSTIN, TX$17.0M1,175,769
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCCHICAGO, IL$16.9M1,169,982
BANK OF AMERICA CORP /DE/CHARLOTTE, NC$14.8M1,026,424
RAYMOND JAMES FINANCIAL INCST. PETERSBURG, FL$14.0M971,433

Top fund holders (N-PORT)

Showing 15 of 18 fund positions by value.

FundRegistrantValue% of fund
SMALLCAP World Fund IncSMALLCAP World Fund Inc$37.6M4.64%
T. Rowe Price Small-Cap Value Fund, Inc.T. ROWE PRICE SMALL-CAP VALUE FUND, INC.$31.2M33.84%
VANGUARD EXTENDED MARKET INDEX FUNDVANGUARD INDEX FUNDS$13.0M1.60%
VANGUARD RUSSELL 2000 INDEX FUNDVANGUARD SCOTTSDALE FUNDS$6.2M3.53%
AB Global Real Estate Investment Fund IIAB INSTITUTIONAL FUNDS INC$2.8M146.96%
Master Small Cap Index SeriesQuantitative Master Series LLC$1.9M3.97%
North Star Dividend FundNORTHERN LIGHTS FUND TRUST II$1.9M192.43%
WALTHAUSEN SMALL CAP VALUE FUNDWalthausen Funds$753K182.25%
VANGUARD BALANCED INDEX FUNDVANGUARD VALLEY FORGE FUNDS$642K0.11%
Russell Investments U.S. Small Cap Equity ETFRussell Investments Exchange Traded Funds$610K123.63%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUNDVANGUARD INSTITUTIONAL INDEX FUNDS$538K0.18%
AB GLOBAL REAL ESTATE INVESTMENT FUND, INC.AB GLOBAL REAL ESTATE INVESTMENT FUND INC$461K98.92%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETFGoldman Sachs ETF Trust$182K1.85%
DWS Small Cap Index VIPDEUTSCHE DWS INVESTMENTS VIT FUNDS$161K3.85%
U.S. Diversified Real Estate ETFETF Series Solutions$64K25.94%

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