Position in UDR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,624
+$1,173 QoQ
Shares Held
191
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#450
of 517 holders
Holding Since
Mar 2020
26 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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $112,665 across 13 REIT - Residential names. UDR ranks #9 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
271 | $18,302 | |
| 2 | VMRK |
Vivmark Residential
|
235 | $15,963 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
44 | $12,829 | |
| 4 | INVH |
Invitation Homes Inc.
|
411 | $12,416 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
78 | $10,837 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
167 | $10,763 | |
| 7 | AMH |
American Homes 4 Rent
|
287 | $9,620 | |
| 8 | CPT |
Camden Property Trust
|
73 | $8,357 |
All Filings in UDR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,624 | 191 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,451 | 191 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $7,005 | 191 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,116 | 191 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,798 | 191 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $8,627 | 191 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $8,291 | 191 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $8,659 | 191 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $7,859 | 191 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $7,145 | 191 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $7,313 | 191 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $6,812 | 191 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $8,205 | 191 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $7,842 | 191 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,397 | 191 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $7,966 | 191 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $7,182 | 156 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $8,949 | 156 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $9,358 | 156 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $8,264 | 156 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $7,640 | 156 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $6,842 | 156 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $5,995 | 156 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $5,087 | 156 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $5,569 | 149 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $5,334 | 146 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||