UMH Properties, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | — | $37.63M | 0.05% | 2,607,487 NS | $81.04B | FIGI |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $34.63M | 0.00% | 2,399,782 NS | $1.99T | FIGI |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | — | $31.20M | 0.34% | 2,162,169 NS | $9.22B | FIGI |
| iShares Russell 2000 ETF iShares Trust | IWM | $28.41M | 0.04% | 1,968,819 NS | $71.92B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $13.00M | 0.02% | 900,989 NS | $81.50B | FIGI |
| iShares Russell 2000 Growth ETF iShares Trust | IWO | $9.48M | 0.08% | 657,092 NS | $12.17B | FIGI |
| William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS | — | $6.34M | 0.68% | 439,029 NS | $936.04M | FIGI |
| State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST | RWR | $2.11M | 0.12% | 146,270 NS | $1.70B | FIGI |
| iShares Residential and Multisector Real Esta… iShares Trust | REZ | $2.11M | 0.27% | 145,964 NS | $785.97M | FIGI |
| Master Small Cap Index Series Quantitative Master Series LLC | — | $1.91M | 0.04% | 132,702 NS | $4.82B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $1.57M | 0.00% | 108,963 NS | $79.62B | FIGI |
| Variable Portfolio - Partners Small Cap Value… Columbia Funds Variable Series Trust II | — | $1.45M | 0.36% | 100,292 NS | $399.63M | FIGI |
| Empower Real Estate Index Fund EMPOWER FUNDS, INC. | — | $1.34M | 0.10% | 92,576 NS | $1.28B | FIGI |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | — | $1.19M | 0.04% | 82,263 NS | $3.39B | FIGI |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | DES | $1.16M | 0.06% | 80,248 NS | $1.94B | FIGI |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | — | $1.02M | 0.53% | 70,747 NS | $192.40M | FIGI |
| Goldman Sachs Variable Insurance Trust Small … Goldman Sachs Variable Insurance Trust | — | $991.2K | 0.53% | 68,692 NS | $185.65M | FIGI |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | — | $881.4K | 0.08% | 61,078 NS | $1.14B | FIGI |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | DHS | $869.1K | 0.06% | 60,226 NS | $1.43B | FIGI |
| State Street(R) SPDR(R) Dow Jones(R) Global R… SPDR INDEX SHARES FUNDS | RWO | $866.5K | 0.08% | 60,051 NS | $1.13B | FIGI |
| REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $862.0K | 0.08% | 59,734 NS | $1.09B | FIGI |
| State Street(R) SPDR(R) Portfolio MSCI Global… SPDR INDEX SHARES FUNDS | SPGM | $824.0K | 0.06% | 57,105 NS | $1.42B | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $790.3K | 0.04% | 54,767 NS | $1.95B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $642.2K | 0.00% | 44,503 NS | $58.89B | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $573.9K | 0.04% | 39,770 NS | $1.59B | FIGI |
| Small Cap Dividend Fund American Century Capital Portfolios, Inc. | — | $563.9K | 0.57% | 39,080 NS | $99.59M | FIGI |
| Vert Global Sustainable Real Estate ETF Manager Directed Portfolios | VGSR | $544.4K | 0.12% | 37,726 NS | $459.32M | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $538.4K | 0.00% | 37,313 NS | $30.28B | FIGI |
| Small Cap Index Fund Northern Funds | — | $525.3K | 0.04% | 36,402 NS | $1.38B | FIGI |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | — | $448.5K | 0.04% | 31,079 NS | $1.15B | FIGI |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | — | $433.4K | 0.21% | 30,035 NS | $207.99M | FIGI |
| Global Real Estate Index Fund Northern Funds | — | $411.1K | 0.06% | 28,491 NS | $686.11M | FIGI |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | — | $410.4K | 0.02% | 28,440 NS | $1.90B | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $402.6K | 0.02% | 27,900 NS | $2.63B | FIGI |
| Penn Series Small Cap Value Fund Penn Series Funds Inc | — | $399.5K | 0.28% | 27,686 NS | $144.58M | FIGI |
| Nuveen Short-Term REIT ETF NuShares ETF Trust | NURE | $354.2K | 1.18% | 24,544 NS | $29.93M | FIGI |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | — | $336.9K | 0.04% | 23,350 NS | $962.08M | FIGI |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | — | $332.7K | 0.03% | 23,055 NS | $956.61M | FIGI |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | — | $302.6K | 0.04% | 20,970 NS | $768.54M | FIGI |
| Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II | — | $259.0K | 0.36% | 17,948 NS | $71.09M | FIGI |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | EES | $245.7K | 0.04% | 17,027 NS | $633.02M | FIGI |
| T. Rowe Price Extended Equity Market Index Fu… T. ROWE PRICE INDEX TRUST, INC. | — | $242.0K | 0.02% | 16,772 NS | $1.00B | FIGI |
| THRIVENT REAL ESTATE SECURITIES PORTFOLIO Thrivent Series Fund, Inc. | — | $241.0K | 0.18% | 16,701 NS | $132.59M | FIGI |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | — | $228.3K | 0.04% | 15,819 NS | $584.32M | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $227.0K | 0.00% | 15,733 NS | $17.05B | FIGI |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | — | $227.0K | 0.00% | 15,733 NS | $5.64B | FIGI |
| State Street Institutional Small-Cap Equity F… STATE STREET INSTITUTIONAL FUNDS | — | $225.6K | 0.05% | 15,637 NS | $468.29M | FIGI |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | — | $223.0K | 0.00% | 15,454 NS | $9.23B | FIGI |
| Small Cap Index Trust John Hancock Variable Insurance Trust | — | $214.9K | 0.04% | 14,893 NS | $550.95M | FIGI |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | — | $185.2K | 0.02% | 12,833 NS | $916.61M | FIGI |