Position in UDR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,894,361
+$597,870 QoQ
Shares Held
97,707
+0.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#151
of 517 holders
Holding Since
Jun 2020
25 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, 2026BESSEMER GROUP INC holds $9,999,019 across 15 REIT - Residential names. UDR ranks #2 (38.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INVH |
Invitation Homes Inc.
|
132,651 | $4,004,759 | |
| 2 | UDR |
UDR, Inc.
This page
|
97,707 | $3,894,361 | |
| 3 | VMRK |
Vivmark Residential
|
7,382 | $501,457 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
1,616 | $468,585 | |
| 5 | NXRT |
NexPoint Residential Trust, Inc.
|
12,220 | $341,181 | |
| 6 | AVB |
Avalonbay Communities Inc
|
1,150 | $216,991 | |
| 7 | MAA |
Mid America Apartment Communities Inc.
|
1,409 | $193,544 | |
| 8 | CPT |
Camden Property Trust
|
1,170 | $133,952 |
All Filings in UDR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,894,361 | 97,707 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,296,491 | 97,691 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $3,554,916 | 97,007 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $349,950 | 9,544 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $405,195 | 9,924 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $1,140,812 | 25,256 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $4,716,582 | 108,652 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,876,996 | 107,565 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,503,661 | 36,541 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,396,368 | 37,416 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $57,514 | 1,592 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $18,797 | 527 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $68,305 | 1,590 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $22,049 | 537 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $94,655 | 2,444 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $92,178 | 2,210 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $89,132 | 1,936 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $105,846 | 1,845 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $108,880 | 1,815 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $96,369 | 1,819 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $86,008 | 1,756 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $77,017 | 1,756 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $5,457 | 142 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $4,630 | 142 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $5,307 | 142 | Shares | Defined | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||