Position in UDR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,599,963
-$2,629,554 QoQ
Shares Held
215,430
-35.2% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#111
of 521 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Derivatives in UDR
reported options exposure · as of Dec 31, 2021CallValue
$3,005,499
CallShares
50,100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Residential
Real Estate · as of Jun 30, 2026ROYAL BANK OF CANADA holds $259,032,385 across 20 REIT - Residential names. UDR ranks #10 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
783,024 | $53,190,817 | |
| 2 | INVH |
Invitation Homes Inc.
|
1,424,808 | $43,043,446 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
551,971 | $35,574,527 | |
| 4 | AVB |
Avalonbay Communities Inc
|
429,832 | $29,038,640 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
79,157 | $23,081,385 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
145,794 | $20,256,616 | |
| 7 | CPT |
Camden Property Trust
|
136,616 | $15,641,162 | |
| 8 | SUI |
Sun Communities Inc
|
126,545 | $15,174,008 |
All Filings in UDR
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,599,963 | 215,430 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $11,229,517 | 332,431 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,530,951 | 205,315 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $7,820,387 | 209,887 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,154,099 | 150,725 | Shares | Defined | 2025-11-21 | |
| 2025-03-31 | $11,074,281 | 245,169 | Shares | Defined | 2025-11-21 | |
| 2024-12-31 | $11,952,332 | 275,336 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $8,526,548 | 188,058 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,495,621 | 133,551 | Shares | Defined | 2024-11-06 | |
| 2024-03-31 | $7,380,504 | 197,287 | Shares | Defined | 2024-11-05 | |
| 2023-12-31 | $16,388,154 | 428,001 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $11,844,255 | 332,051 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,513,740 | 128,346 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,988,458 | 121,492 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $5,045,005 | 130,261 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $23,319,099 | 559,077 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $26,076,316 | 566,384 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $5,789,088 | 100,908 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,005,499 | 50,100 | Call | Sole | 2022-02-14 | |
| 2021-12-31 | $9,906,503 | 165,136 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,625,619 | 143,934 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,147,623 | 166,346 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,482,497 | 125,000 | Shares | Defined | 2021-07-20 | |
| 2020-12-31 | $4,415,603 | 114,900 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,212,552 | 67,849 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,967,819 | 79,396 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,701,216 | 73,925 | Shares | Defined | 2020-06-16 | |
| No filing history on record for this holder in this stock. | ||||||