Position in UDR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,180,586
+$522,100 QoQ
Shares Held
79,674
+1.2% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#163
of 515 holders
Holding Since
Jun 2022
17 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, 2026New York Life Investment Management LLC holds $24,013,198 across 9 REIT - Residential names. UDR ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
20,669 | $3,900,033 | |
| 2 | VMRK |
Vivmark Residential
|
50,683 | $3,442,896 | |
| 3 | UDR |
UDR, Inc.
This page
|
79,674 | $3,180,586 | |
| 4 | CPT |
Camden Property Trust
|
27,201 | $3,114,242 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
9,573 | $2,791,391 | |
| 6 | INVH |
Invitation Homes Inc.
|
76,113 | $2,299,373 | |
| 7 | MAA |
Mid America Apartment Communities Inc.
|
16,291 | $2,263,471 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
24,519 | $1,580,249 |
All Filings in UDR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,180,586 | 79,674 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,658,486 | 78,700 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,541,960 | 69,301 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,705,299 | 72,606 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,005,741 | 73,616 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $3,316,155 | 73,415 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,185,165 | 73,374 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $5,209,974 | 114,909 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $5,159,756 | 125,389 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,558,887 | 95,132 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,605,654 | 94,167 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,991,526 | 55,832 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,461,822 | 57,305 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,368,216 | 57,677 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,261,715 | 58,397 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,461,390 | 59,012 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,157,158 | 46,854 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||