Position in UDR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,229,517
+$3,698,566 QoQ
Shares Held
332,431
+61.9% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.27612647436611.ToString("F0")%
Shared 2.1926354642015937.ToString("F0")%
None 0.5312380614322972.ToString("F0")%
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 Mar 31, 2026ROYAL BANK OF CANADA holds $233,163,152 across 21 REIT - Residential names. UDR ranks #9 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INVH |
Invitation Homes Inc.
|
1,496,755 | $37,194,359 | |
| 2 | ELS |
Equity Lifestyle Properties Inc
|
560,685 | $34,997,954 | |
| 3 | EQR |
Equity Residential
|
466,485 | $27,592,585 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
112,166 | $27,144,172 | |
| 5 | AVB |
Avalonbay Communities Inc
|
164,407 | $26,855,880 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
180,122 | $21,996,496 | |
| 7 | SUI |
Sun Communities Inc
|
158,606 | $19,978,009 | |
| 8 | CPT |
Camden Property Trust
|
153,641 | $15,004,576 |
All Filings in UDR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||