Position in UDR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$35,165,824
-$2,600,674 QoQ
Shares Held
1,041,025
+1.1% QoQ
Ownership
0.320%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026FIRST TRUST ADVISORS LP holds $404,640,896 across 14 REIT - Residential names. UDR ranks #10 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQR |
Equity Residential
|
867,742 | $51,326,939 | |
| 2 | AVB |
Avalonbay Communities Inc
|
298,424 | $48,747,560 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
350,198 | $42,766,179 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
642,638 | $40,113,463 | |
| 5 | AMH |
American Homes 4 Rent
|
1,313,880 | $36,683,529 | |
| 6 | INVH |
Invitation Homes Inc.
|
1,454,904 | $36,154,364 | |
| 7 | ESS |
Essex Property Trust, Inc.
|
149,247 | $36,117,774 | |
| 8 | SUI |
Sun Communities Inc
|
282,142 | $35,538,606 |
All Filings in UDR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,165,824 | 1,041,025 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $37,766,498 | 1,029,621 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,677,407 | 45,019 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,743,425 | 116,175 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,251,137 | 49,837 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,844,129 | 88,554 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,286,054 | 116,587 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,376,755 | 33,457 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,291,916 | 34,534 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,343,710 | 35,093 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,874,796 | 108,629 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,609,668 | 37,469 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,670,074 | 40,674 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,665,777 | 43,010 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,164,957 | 51,905 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,808,625 | 147,885 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,556,767 | 61,997 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,578,163 | 59,646 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,816,151 | 53,155 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,614,895 | 53,387 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $2,306,027 | 52,577 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,334,866 | 34,735 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,939,414 | 59,473 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,682,511 | 45,011 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $5,007,331 | 137,037 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||