UMH Pemilikan Institusi, Pembeli - UMH Properties, Inc.

Pemilikan Institusi dan Dana - Pembeli

Pemegang utama yang telah membuka kedudukan baru dalam UMH Properties, Inc. termasuk GSSIX - Goldman Sachs Small Cap Value Fund Institutional, Universal- Beteiligungs- und Servicegesellschaft mbH, PENN SERIES FUNDS INC - Small Cap Value Fund, AREAX - AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. Class A, THRIVENT SERIES FUND INC - Thrivent Real Estate Securities Portfolio Class A, Metis Global Partners, LLC, Nissay Asset Management Corp /japan/ /adv, AlphaCore Capital LLC, WSML - iShares MSCI World Small-Cap ETF, RUSC - U.S. Small Cap Equity Active ETF, Federation des caisses Desjardins du Quebec, Humankind Benefit Corp - Humankind US Stock ETF, Jones Financial Companies Lllp, Smallwood Wealth Investment Management, LLC, dan ETTOX - E*TRADE No Fee Total Market Index Fund .

Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.

Tingkatkan untuk membuka data premium.

Tarikh Fail	Sumber	Pelabur	Jenis	Saham	ΔSaham (%)	Nilai Dilaporkan ($1000)	Δ Nilai (%)
2025-07-30	13F	D.a. Davidson & Co.		1,083,734	10.01	18,196	-1.23
2025-07-22	13F	Silver Lake Advisory, LLC		110,280	1.17	1,852	-9.18
2025-06-26	NP	DFGR - Dimensional Global Real Estate ETF		123,245	3.03	2,178	1.21
2025-08-13	13F	Quantbot Technologies LP		3,108		52
2025-08-13	13F	Hsbc Holdings Plc		85,711	33.11	1,434	19.10
2025-08-14	13F	Group One Trading, L.p.	Put	500		8
2025-08-26	NP	VVICX - Voya VACS Index Series SC Portfolio		5,759	13.50	97	2.13
2025-06-18	NP	REBYX - U.S. Small Cap Equity Fund Class Y		127,561	106.55	2,254	102.88
2025-08-05	13F	Crestwood Advisors Group LLC		13,836	1.77	232	-8.66
2025-07-29	NP	PBQAX - PGIM Jennison Blend Fund Class A		169,522	10.99	2,846	-1.56
2025-07-23	13F	Clear Creek Financial Management, LLC		43,189	0.34	725	-9.83
2025-06-25	NP	USRT - iShares Core U.S. REIT ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		181,651	5.53	3,210	3.65
2025-06-24	NP	SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		179,969	2.75	3,180	0.95
2025-06-27	NP	RSSL - Global X Russell 2000 ETF		43,753	6.32	773	4.46
2025-08-28	NP	SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		47,529	2.96	798	-7.53
2025-06-26	NP	FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		13,902	16.01	246	13.95
2025-07-16	13F	State of Alaska, Department of Revenue		37,849	9.09	1
2025-04-25	13F	Smallwood Wealth Investment Management, LLC		26		0
2025-08-26	NP	Profunds - Profund Vp Small-cap		178	9.20	3	-33.33
2025-08-28	NP	IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		672,836	634.15	11,297	559.43
2025-08-12	13F	American Century Companies Inc		2,389,308	13.47	40,116	1.88
2025-08-13	13F	Arizona State Retirement System		22,888	6.45	384	-4.48
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1		8,214	2.53	145	0.69
2025-08-07	13F	Parkside Financial Bank & Trust		1,208	3,926.67	20
2025-08-26	NP	FRI - First Trust S&P REIT Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		10,267	4.47	172	-6.01
2025-07-31	13F	State of New Jersey Common Pension Fund D		419,242	1.82	7,039	-8.57
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB		12,658	651.66	213	583.87
2025-08-04	13F	Assetmark, Inc		253		4
2025-05-27	NP	FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		68,180	7.04	1,275	5.99
2025-08-14	13F	Toroso Investments, LLC		22,088	0.17	371	-10.19
2025-08-13	13F	Jones Financial Companies Lllp		100		2
2025-07-29	NP	VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		363,202	9.71	6,098	-2.70
2025-08-11	13F	EntryPoint Capital, LLC		11,547	0.79	194	-9.81
2025-08-27	NP	RYRRX - Russell 2000 Fund Class A		183	9.58	3	0.00
2025-08-13	13F	MetLife Investment Management, LLC		48,954	9.11	822	-2.03
2025-07-29	13F	Yoffe Investment Management, LLC		11,612	0.01	195	-10.60
2025-06-25	NP	PQJCX - PGIM Jennison Small-Cap Core Equity Fund Class R6		5,696	25.24	101	23.46
2025-08-27	NP	RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity		21	10.53	0
2025-08-13	13F	Renaissance Technologies Llc		180,400		3,029
2025-06-26	NP	AMTAX - AB All Market Real Return Portfolio Class A		158,022	14.18	2,792	12.17
2025-08-06	13F	First Eagle Investment Management, LLC		594,019	5.98	9,974	-4.85
2025-08-08	13F	KBC Group NV		3,005	74.00	0
2025-08-27	NP	VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,218,214	6.55	20,454	-4.34
2025-08-12	13F	Prudential Financial Inc		10,060		181
2025-06-30	NP	VRTPX - Vanguard Real Estate II Index Fund This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		484,884	1.03	8,568	-0.76
2025-06-26	NP	BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		9,319	4.92	165	3.14
2025-08-14	13F	Nissay Asset Management Corp /japan/ /adv		10,918		183
2025-08-12	13F	SRS Capital Advisors, Inc.		2,274	6.31	38	-2.56
2025-08-18	13F	Geneos Wealth Management Inc.		418	0.48	7	0.00
2025-05-29	NP	SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1		208	2.97	4	0.00
2025-08-11	13F	Covestor Ltd		60	900.00	0
2025-07-24	13F	IFP Advisors, Inc		0		1
2025-08-22	NP	KVALX - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares		9,374	33.61	157	19.85
2025-08-14	13F	Susquehanna Portfolio Strategies, LLC		57,728		969
2025-08-06	13F	Metis Global Partners, LLC		12,907		217
2025-09-04	13F/A	Advisor Group Holdings, Inc.		13,062	6.76	219	-3.95
2025-08-11	13F	Vanguard Group Inc		7,907,970	5.11	132,775	-5.63
2025-08-07	13F	Samalin Investment Counsel, LLC		13,221	27.36	222	13.92
2025-08-26	NP	EQ ADVISORS TRUST - 1290 VT Real Estate Portfolio Class IB		1,525	9.71	26	0.00
2025-05-23	NP	EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB		9,939	3.53	186	2.21
2025-07-11	13F	Diversified Trust Co		11,764	0.22	198	-10.05
2025-08-07	13F	Mitsubishi UFJ Kokusai Asset Management Co., Ltd.		54,125	11.21	909	-0.22
2025-08-22	NP	VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class		1,632	7.72	27	-3.57
2025-08-27	NP	Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A		28,213	9.66	474	-1.66
2025-08-28	NP	ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		101,183	2.60	1,699	-7.92
2025-06-25	NP	ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,696	7.35	65	6.56
2025-08-05	13F	Bank of New York Mellon Corp		360,975	5.69	6,061	-5.10
2025-08-28	NP	PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund		24,470	7.47	411	-3.53
2025-07-28	NP	VCSLX - Small Cap Index Fund		29,778	7.83	500	-4.41
2025-08-11	13F	CBIZ Investment Advisory Services, LLC		1,690	0.66	28	-9.68
2025-07-25	NP	WSML - iShares MSCI World Small-Cap ETF		4,368		73
2025-08-22	NP	DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A		11,928	7.97	200	-2.91
2025-08-04	13F	Keybank National Association/oh		24,981	3.15	419	-7.30
2025-08-27	NP	Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A		10,925	0.74	183	-9.41
2025-08-25	NP	AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		410,600	3.53	6,894	-7.05
2025-06-23	NP	PJARX - SmallCap Value Fund II R-3		4,841	15.59	86	13.33
2025-08-25	NP	SMCWX - SMALLCAP WORLD FUND INC Class A		5,060,703	10.26	84,969	-1.00
2025-08-08	13F	Bailard, Inc.		44,700	162.94	751	136.59
2025-08-14	13F	Manufacturers Life Insurance Company, The		53,468	10.32	898	-0.99
2025-06-26	NP	DFAR - Dimensional US Real Estate ETF		80,445	10.33	1,421	8.39
2025-06-27	NP	DASVX - Dunham Small Cap Value Fund Class A		44,236	10.37	782	8.32
2025-08-11	13F	Rothschild Investment Llc		180	44.00	3	50.00
2025-07-07	13F	Retirement Wealth Solutions LLC		946	0.32	16	-11.76
2025-08-12	13F	Deutsche Bank Ag\		88,747	7.44	1,490	-3.50
2025-08-13	13F	Cambria Investment Management, L.P.		29,728		499
2025-06-25	NP	FREL - Fidelity MSCI Real Estate Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		58,165	5.63	1,028	3.74
2025-06-26	NP	FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		21,849	1.25	386	-0.52
2025-08-18	NP	PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P		2,658	406.29	45	388.89
2025-07-24	13F	CWM Advisors, LLC		23,546	5.21	395	-5.50
2025-08-14	13F	Jane Street Group, Llc		46,141		775
2025-08-22	NP	FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		52,806	692.29	887	614.52
2025-06-26	NP	ISCV - iShares Morningstar Small-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		8,122	4.22	144	2.14
2025-08-06	13F	Cherry Creek Investment Advisors, Inc.		37,282	3.32	626	-7.27
2025-08-21	NP	MXREX - Great-West Real Estate Index Fund Investor Class		76,768	16.41	1,289	4.46
2025-08-12	13F	BlackRock, Inc.		7,283,388	1.43	122,288	-8.93
2025-08-08	13F	M&G Plc		11,091	11.14	189	-0.53
2025-08-26	NP	EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB		28,440	28.46	478	15.22
2025-08-20	NP	NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II		14,716	15.46	247	3.78
2025-08-14	13F	Bank Of America Corp /de/		1,189,252	8.31	19,968	-2.76
2025-08-14	13F	Dark Forest Capital Management Lp		108,017	21.59	1,814	9.15
2025-08-14	13F	Millennium Management Llc		17,193		289
2025-08-12	13F/A	Boston Partners		40,442	0.15	679	-10.07
2025-06-26	NP	HAUS - Home Appreciation U.S. REIT ETF		19,156	9.55	338	7.64
2025-06-25	NP	FYC - First Trust Small Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		54,199	75.65	958	72.43
2025-08-15	13F	Great West Life Assurance Co /can/		118,627	13.75	2	0.00
2025-06-25	NP	FAD - First Trust Multi Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		6,714	121.51	119	118.52
2025-08-26	NP	NSIDX - Northern Small Cap Index Fund		36,176	7.77	607	-3.19
2025-08-13	13F	Invesco Ltd.		203,827	12.79	3,422	1.27
2025-08-12	13F	Proequities, Inc.	Put	0		0
2025-08-12	13F	Proequities, Inc.	Call	0		0
2025-08-12	13F	Proequities, Inc.		0		0
2025-08-11	13F	Alps Advisors Inc		15,214	2.15	255	-8.27
2025-08-27	NP	RYRUX - Russell 2000 2x Strategy Fund A-Class Shares		398	9.34	7	0.00
2025-08-27	NP	BBGSX - Bridge Builder Small/Mid Cap Growth Fund		16,020	716.51	269	644.44
2025-08-04	13F	Strs Ohio		470,800	3,361.76	7,905	3,011.81
2025-08-29	NP	DHS - WisdomTree U.S. High Dividend Fund N/A		4,106	1.99	69	-9.33
2025-06-26	NP	FESIX - Fidelity SAI Real Estate Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		8,604	74.95	152	72.73
2025-08-12	13F	Personal Cfo Solutions, Llc		15,699	0.40	264	-9.93
2025-08-14	13F/A	Barclays Plc		185,845	38.80	3	50.00
2025-08-29	NP	JAFVX - Strategic Equity Allocation Trust Series NAV		11,883	21.35	200	8.74
2025-08-12	13F	MAI Capital Management		419	179.33	7	250.00
2025-08-19	13F	Hohimer Wealth Management, Llc		11,333	3.00	190	-7.32
2025-08-06	13F	First Horizon Advisors, Inc.		388	21.25	7	20.00
2025-08-12	13F	Legal & General Group Plc		374,511	4.85	6,288	-5.85
2025-08-14	13F	UBS Group AG		331,643	37.17	5,568	23.16
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB		2,834	4.50	48	-6.00
2025-08-29	NP	JAEQX - Small Company Value Trust NAV		43,948	9.02	738	-2.12
2025-08-28	NP	SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,152	37.77	36	24.14
2025-08-14	13F	Federation des caisses Desjardins du Quebec		4,183		70
2025-08-14	13F	T. Rowe Price Investment Management, Inc.		6,107,591	14.71	103	3.03
2025-07-24	13F	Standard Life Aberdeen plc		21,626	13.04	363	1.68
2025-07-21	13F	Ameritas Advisory Services, LLC		1,216		20
2025-08-26	NP	TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		7,320	22.78	123	9.91
2025-08-15	13F	Binnacle Investments Inc		1,250	27.16	21	11.11
2025-08-13	13F	Capital Research Global Investors		5,471,303	8.63	91,863	-2.46
2025-07-24	NP	FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		105,506	8.42	1,771	-3.85
2025-07-25	NP	SCHB - Schwab U.S. Broad Market ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		45,219	0.11	759	-11.23
2025-05-28	NP	PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P		9,838	58.17	184	56.41
2025-07-25	13F	Concurrent Investment Advisors, LLC		29,527	1.77	496	-8.67
2025-08-08	13F	Geode Capital Management, Llc		1,999,240	5.46	33,571	-5.32
2025-08-07	13F	ProShare Advisors LLC		16,014	2.32	269	-8.22
2025-08-14	13F	State Street Corp		3,475,892	6.95	58,360	-3.97
2025-08-08	13F	Police & Firemen's Retirement System of New Jersey		19,245	34.34	323	20.97
2025-06-27	NP	FESRX - First Eagle Small Cap Opportunity Fund Class R6		506,544	27.67	8,951	25.40
2025-07-16	13F	Signaturefd, Llc		1,193	5.11	20	-4.76
2025-07-24	NP	FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		406,673	0.51	6,828	-10.85
2025-08-14	13F	Voya Investment Management Llc		22,039	15.96	370	4.23
2025-08-14	13F	Bnp Paribas Arbitrage, Sa		9,182	127.50	154	105.33
2025-07-22	NP	GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF		15,180	0.62	255	-10.88
2025-07-28	NP	AVRE - Avantis Real Estate ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		25,018	3.12	420	-8.50
2025-08-14	13F	Smartleaf Asset Management LLC		111	60.87	2	0.00
2025-07-22	NP	GSSIX - Goldman Sachs Small Cap Value Fund Institutional		164,213		2,757
2025-07-28	NP	MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF		3,059	13.34	51	0.00
2025-08-08	13F	Vestcor Inc		59,830		1
2025-06-26	NP	REET - iShares Global REIT ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		174,555	2.35	3,084	0.52
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class		59,967	14.08	1,007	2.34
2025-08-22	NP	VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class		3,953	5.11	66	-5.71
2025-08-27	NP	RYMKX - Russell 2000 1.5x Strategy Fund Class H		110	11.11	2	0.00
2025-08-28	NP	Humankind Benefit Corp - Humankind US Stock ETF		369		6
2025-08-26	NP	USAF - Atlas America Fund		363	6.45	6	0.00
2025-07-28	NP	BBRE - JPMorgan BetaBuilders MSCI U.S. REIT ETF		59,307	1.38	996	-10.12
2025-08-11	13F	Universal- Beteiligungs- und Servicegesellschaft mbH		51,375		863
2025-08-14	13F	Van Eck Associates Corp		17,142	20.17	0
2025-08-29	NP	JAFEX - Total Stock Market Index Trust NAV		1,546	28.83	26	13.64
2025-08-14	13F	Price T Rowe Associates Inc /md/		80,188	9.05	1	0.00
2025-08-28	NP	IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,938,921	0.57	32,554	-9.70
2025-04-28	NP	AREAX - AB GLOBAL REAL ESTATE INVESTMENT FUND, INC. Class A		24,340		461
2025-08-27	NP	VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		37,313	9.79	626	-1.42
2025-08-14	13F	Macquarie Group Ltd		34,103	16.00	573	4.19
2025-08-15	13F	Tower Research Capital LLC (TRC)		14,385	468.58	242	412.77
2025-07-24	13F	Ulland Investment Advisors, LLC		28,915	220.57	0
2025-08-13	13F	New York State Common Retirement Fund		22,214	6.73	0
2025-08-12	13F	AlphaCore Capital LLC		5,367		90
2025-08-26	NP	IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV		16,280	16.85	273	5.00
2025-08-08	13F	Commonwealth Of Pennsylvania Public School Empls Retrmt Sys		25,027	7.22	420	-3.67
2025-08-07	13F	Zurcher Kantonalbank (Zurich Cantonalbank)		65,204	48.75	1,095	33.58
2025-08-13	13F	EverSource Wealth Advisors, LLC		496	1,884.00	8
2025-08-14	13F	Daiwa Securities Group Inc.		27,334	8.70	0
2025-06-18	NP	NWHDX - Nationwide Bailard Cognitive Value Fund Class A		22,400	76.38	396	73.25
2025-08-26	NP	EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K		25,093	1.78	421	-8.68
2025-06-26	NP	DFREX - Dfa Real Estate Securities Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		428,307	8.70	7,568	6.77
2025-07-31	13F	Sumitomo Mitsui Trust Holdings, Inc.		80,606	1.40	1,353	-8.95
2025-08-26	NP	EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB		91,430	7.93	1,535	-3.09
2025-08-01	13F	Jennison Associates Llc		1,536,362	10.88	25,796	-0.45
2025-08-13	13F	First Trust Advisors Lp		99,133	31.62	1,664	18.18
2025-08-27	NP	VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,394,750	5.15	40,208	-5.59
2025-08-14	13F	Fmr Llc		2,726,944	0.03	45,785	-10.19
2025-08-26	NP	REZ - iShares Residential Real Estate ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		147,187	6.70	2,471	-4.19
2025-05-22	NP	ROSC - Hartford Multifactor Small Cap ETF		453	3.42	8	0.00
2025-07-28	NP	HDG - ProShares Hedge Replication ETF		95	11.76	2	0.00
2025-06-24	NP	Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF		1,136	60.00	20	66.67
2025-06-26	NP	ETTOX - E*TRADE No Fee Total Market Index Fund		21		0
2025-08-26	NP	PENN SERIES FUNDS INC - Small Cap Value Fund		27,215		457
2025-08-27	NP	VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		58,177	3.53	977	-7.05
2025-06-26	NP	ISCG - iShares Morningstar Small-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		8,674	7.95	153	6.25
2025-08-08	13F	Creative Planning		14,505		244
2025-08-05	13F	Simplex Trading, Llc	Call	1,400	1,300.00	0
2025-08-11	13F	Nomura Asset Management Co Ltd		112,200	14.14	1,884	2.45
2025-08-12	13F	Dimensional Fund Advisors Lp		1,115,275	1.31	18,725	-9.04
2025-08-05	13F	Simplex Trading, Llc	Put	4,900	96.00	0
2025-08-14	13F	Two Sigma Advisers, Lp		18,300	55.08	307	39.55
2025-08-05	13F	Simplex Trading, Llc		1,170	417.70	0
2025-05-15	NP	PSC - Principal U.S. Small-Cap Multi-Factor Index ETF		33,845	2.42	633	1.44
2025-08-29	NP	JAEWX - Small Cap Index Trust NAV		15,366	8.28	258	-3.02
2025-07-28	13F	Allianz Asset Management GmbH		44,462	5.56	747	-5.21
2025-08-14	13F/A	Skopos Labs, Inc.		518	640.00	9	700.00
2025-05-28	NP	THRIVENT SERIES FUND INC - Thrivent Real Estate Securities Portfolio Class A		16,344		306
2025-07-31	13F	Asset Management One Co., Ltd.		116,815	7.84	1,961	-3.16
2025-08-14	13F	Alliancebernstein L.p.		1,058,160	18.07	17,767	6.02
2025-08-14	13F	Goldman Sachs Group Inc		587,345	116.68	9,862	94.57
2025-06-26	NP	FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		737,107	0.92	13,025	-0.88
2025-08-04	13F	Mesirow Financial Investment Management, Inc.		12,913	1.33	217	-9.24
2025-08-14	13F	Ubs Asset Management Americas Inc		536,004	604.75	9,000	532.84
2025-07-14	13F	Ridgewood Investments LLC		4,497	0.33	75	-9.64
2025-06-26	NP	KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares		290	7.41	5	25.00
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB		39,770	22.11	668	9.52
2025-08-12	13F	Swiss National Bank		149,800	3.10	2,515	-7.43
2025-08-26	NP	PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,312,457	8.97	55,616	-2.16
2025-08-12	13F	Charles Schwab Investment Management Inc		1,126,243	10.25	18,910	-1.01
2025-08-28	NP	BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		9,916	10.39	166	-0.60
2025-07-29	NP	SMXAX - SIIT Extended Market Index Fund - Class A		13,800	45.26	232	29.05
2025-06-26	NP	FSRNX - Fidelity Real Estate Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		129,326	2.91	2,285	1.11
2025-07-29	NP	SLPAX - Siit Small Cap Fund - Class A		2,430	15.17	41	2.56
2025-06-26	NP	USMIX - Extended Market Index Fund		9,192	1.56	162	0.00
2025-08-26	NP	QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series		135,303	8.90	2,272	-2.24
2025-08-28	NP	New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class	Short	-36,032	23.50	-605	10.83
2025-08-28	NP	RWR - SPDR(R) Dow Jones REIT ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		165,854	17.54	2,785	5.53
2025-08-08	13F	Cherokee Insurance Co		379,138	1.38	6,366	-8.98
2025-08-19	NP	NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio		202,526	10.27	3,400	-0.99
2025-08-18	NP	PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I		20,970	13.51	352	2.03
2025-08-11	13F	Citigroup Inc		314,409	19.18	5,279	6.99
2025-08-20	NP	RUSC - U.S. Small Cap Equity Active ETF		4,199		71
2025-07-30	13F	Connors Investor Services Inc		155,395	26.92	2,609	13.98
2025-08-07	13F	Allworth Financial LP		370	162.41	6	200.00
2025-08-26	NP	Profunds - Profund Vp Ultrasmall-cap		273	4.60	5	0.00
2025-08-12	13F	Rhumbline Advisers		132,774	11.21	2,229	-0.13
2025-07-15	13F	Public Employees Retirement System Of Ohio		111,394	8.01	1,870	-3.01
2025-07-25	NP	SCHH - Schwab U.S. REIT ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		448,453	6.79	7,530	-5.28
2025-07-22	13F	LDR Capital Management LLC		138,168	1.24	2,320	-9.13
2025-07-30	NP	RDOG - ALPS REIT Dividend Dogs ETF		15,124	0.87	254	-10.60

US:UMH	USD15.24
DE:WXE	€12.90

IL:UMH / UMH Properties, Inc. - Pemilikan Institusi - Pembeli

Pemilikan Institusi dan Dana - Pembeli

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