Position in UDR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$24,259,823
+$1,861,826 QoQ
Shares Held
607,711
-8.3% QoQ
Ownership
0.187%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#64
of 521 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, 2026SCHRODER INVESTMENT MANAGEMENT GROUP holds $234,612,093 across 11 REIT - Residential names. UDR ranks #5 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
734,598 | $49,628,125 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
158,992 | $46,360,476 | |
| 3 | AMH |
American Homes 4 Rent
|
1,198,889 | $40,186,759 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
558,502 | $35,995,453 | |
| 5 | UDR |
UDR, Inc.
This page
|
607,711 | $24,259,823 | |
| 6 | JAN |
Janus Living, Inc.
|
781,347 | $22,455,912 | |
| 7 | UMH |
Umh Properties, Inc.
|
670,317 | $10,148,599 | |
| 8 | VMRK |
Vivmark Residential
|
32,993 | $2,241,213 |
All Filings in UDR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,259,823 | 607,711 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $22,397,997 | 663,055 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $23,899,624 | 651,571 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $27,798,866 | 746,078 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $37,996,193 | 930,595 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $44,380,112 | 982,513 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $41,773,877 | 962,310 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $40,580,297 | 895,022 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $37,089,194 | 901,317 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $32,927,420 | 880,177 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $60,551,001 | 1,581,379 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $72,853,655 | 2,042,435 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $130,063,289 | 3,027,544 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $124,537,935 | 3,033,072 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $134,116,800 | 3,462,866 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $112,158,355 | 2,689,004 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $108,686,673 | 2,360,701 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $105,843,920 | 1,844,935 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $143,226,784 | 2,387,511 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $112,460,433 | 2,122,696 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $97,599,163 | 1,992,633 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $67,767,164 | 1,545,079 | Shares | Sole | 2021-05-28 | |
| 2020-12-31 | $44,289,191 | 1,152,464 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $37,951,647 | 1,163,804 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $50,737,779 | 1,357,351 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $46,548,488 | 1,273,905 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||