Position in UDR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$22,670,807
+$1,647,689 QoQ
Shares Held
567,906
-8.7% QoQ
Ownership
0.175%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#71
of 517 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026CANADA LIFE ASSURANCE Co holds $380,570,809 across 16 REIT - Residential names. UDR ranks #9 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
1,041,700 | $70,375,351 | |
| 2 | VMRK |
Vivmark Residential
|
800,090 | $54,350,113 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
167,626 | $48,878,065 | |
| 4 | INVH |
Invitation Homes Inc.
|
1,127,361 | $34,057,575 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
239,743 | $33,309,892 | |
| 6 | SUI |
Sun Communities Inc
|
236,160 | $28,317,945 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
426,636 | $27,496,690 | |
| 8 | AMH |
American Homes 4 Rent
|
710,670 | $23,821,658 |
All Filings in UDR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,670,807 | 567,906 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $21,023,118 | 622,354 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $22,876,729 | 623,684 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $23,035,622 | 618,240 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $24,055,851 | 589,171 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $25,054,353 | 554,668 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $21,317,175 | 491,066 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $21,154,465 | 466,574 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $20,621,705 | 501,135 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $20,609,505 | 550,909 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $20,689,312 | 540,332 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $17,846,878 | 500,333 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $21,348,069 | 496,929 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $20,742,115 | 505,166 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $18,372,737 | 474,380 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $18,696,966 | 448,261 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $20,215,979 | 439,096 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $24,033,669 | 418,924 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $24,771,490 | 412,927 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $20,969,695 | 395,804 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $17,558,889 | 358,491 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $16,385,964 | 373,597 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $14,595,713 | 379,800 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $12,818,338 | 393,080 | Shares | Defined | 2020-11-18 | |
| 2020-06-30 | $14,388,458 | 384,924 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $15,286,654 | 418,354 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||