Position in UDR
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$14,752,198
-$4,282,117 QoQ
Shares Held
436,714
-15.8% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $2,622,504,379 across 16 REIT - Residential names. UDR ranks #12 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
4,441,599 | $725,535,195 | |
| 2 | AMH |
American Homes 4 Rent
|
18,937,398 | $528,732,151 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
1,668,036 | $403,664,712 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
6,435,365 | $401,695,481 | |
| 5 | INVH |
Invitation Homes Inc.
|
13,690,400 | $340,206,438 | |
| 6 | EQR |
Equity Residential
|
727,533 | $43,033,576 | |
| 7 | CPT |
Camden Property Trust
|
415,943 | $40,620,992 | |
| 8 | JAN |
Janus Living, Inc.
|
1,543,920 | $36,390,194 |
All Filings in UDR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,752,198 | 436,714 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $19,034,315 | 518,929 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $18,714,318 | 502,263 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $19,825,740 | 485,568 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $22,365,156 | 495,133 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $22,249,360 | 512,540 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $15,952,061 | 351,832 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $15,191,345 | 369,170 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $13,576,724 | 362,917 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $13,708,814 | 358,026 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $12,885,252 | 361,235 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $15,350,166 | 357,313 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $15,631,992 | 380,711 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $14,297,411 | 369,156 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $17,916,403 | 429,547 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $21,118,086 | 458,690 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $25,929,172 | 451,964 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $26,082,151 | 434,775 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $22,858,855 | 431,462 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $21,894,990 | 447,019 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $17,984,277 | 467,975 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $16,245,551 | 498,177 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $19,520,881 | 522,228 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $18,481,419 | 505,786 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||