Position in UDR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$291,376
+$77,789 QoQ
Shares Held
7,299
+25.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#340
of 515 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $4,022,026 across 8 REIT - Residential names. UDR ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
11,592 | $2,187,294 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
2,629 | $365,273 | |
| 3 | INVH |
Invitation Homes Inc.
|
10,048 | $303,550 | |
| 4 | UDR |
UDR, Inc.
This page
|
7,299 | $291,376 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
863 | $251,642 | |
| 6 | CPT |
Camden Property Trust
|
2,146 | $245,695 | |
| 7 | VMRK |
Vivmark Residential
|
2,955 | $200,733 | |
| 8 | IRT |
Independence Realty Trust, Inc.
|
10,573 | $176,463 |
All Filings in UDR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,376 | 7,299 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $213,587 | 5,823 | Shares | Sole | 2026-02-09 | |
| 2025-03-31 | $205,116 | 4,541 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||