Position in UDR
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$34,490
-$911 QoQ
Shares Held
864
-17.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 11 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $541,153 across 14 REIT - Residential names. UDR ranks #7 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
421 | $79,438 | |
| 2 | EQR |
Equity Residential
|
1,093 | $74,247 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
516 | $71,693 | |
| 4 | CPT |
Camden Property Trust
|
563 | $64,457 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
165 | $48,112 | |
| 6 | INVH |
Invitation Homes Inc.
|
1,348 | $40,723 | |
| 7 | UDR |
UDR, Inc.
This page
|
864 | $34,490 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
477 | $30,742 |
All Filings in UDR
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,490 | 864 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $35,401 | 1,048 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $38,550 | 1,051 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $33,720 | 905 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $24,661 | 604 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $23,352 | 517 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $25,438 | 586 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $21,083 | 465 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $18,517 | 450 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $13,018 | 348 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $12,061 | 315 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $16,871 | 473 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $18,730 | 436 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $15,725 | 383 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $6,739 | 174 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $10,677 | 256 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $8,609 | 187 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $7,458 | 130 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $7,018 | 117 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $5,033 | 95 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,653 | 95 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $6,315 | 144 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,613 | 68 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||