SUN LIFE FINANCIAL INC

Position in UDR — UDR, Inc.

CIK 1097362 Toronto, A6

Position in UDR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$187,943

+$79,341 QoQ

Shares Held

4,708

+46.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#376

of 517 holders

Holding Since

Mar 2020

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

SUN LIFE FINANCIAL INC holds $1,266,066 across 5 REIT - Residential names. UDR ranks #4 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VMRK	Vivmark Residential	4,805	$326,403
2	MAA	Mid America Apartment Communities Inc.	2,266	$314,838
3	CPT	Camden Property Trust	2,181	$249,702
4	UDR	UDR, Inc. This page	4,708	$187,943
5	AVB	Avalonbay Communities Inc	992	$187,180

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$187,943	4,708	+46.4%	Shares	Sole	2026-08-12
2026-03-31	$108,602	3,215	+1726.7%	Shares	Sole	2026-05-14
2021-03-31	$7,719	176	-99.9%	Shares	Sole	2021-05-12
2020-12-31	$8,324,552	216,616	+36.3%	Shares	Sole	2021-02-11
2020-09-30	$5,181,663	158,898	+574.2%	Shares	Sole	2020-11-09
2020-06-30	$881,046	23,570	+13216.4%	Shares	Sole	2020-08-12
2020-03-31	$6,467	177	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.