Position in UDR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$364,270
-$246,810 QoQ
Shares Held
9,125
-49.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#325
of 517 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $11,081,779 across 9 REIT - Residential names. UDR ranks #9 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
24,493 | $2,936,954 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
7,078 | $2,063,873 | |
| 3 | CPT |
Camden Property Trust
|
14,503 | $1,660,448 | |
| 4 | INVH |
Invitation Homes Inc.
|
35,068 | $1,059,404 | |
| 5 | AVB |
Avalonbay Communities Inc
|
13,239 | $894,389 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
13,163 | $848,355 | |
| 7 | VMRK |
Vivmark Residential
|
9,830 | $667,751 | |
| 8 | MRP |
Millrose Properties, Inc.
|
19,512 | $586,335 |
All Filings in UDR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,270 | 9,125 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $611,080 | 18,090 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $750,399 | 20,458 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $1,037,504 | 27,845 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $1,150,956 | 28,189 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $1,259,429 | 27,882 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $965,785 | 22,248 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $1,034,024 | 22,806 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $948,137 | 23,041 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $814,789 | 21,780 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $888,557 | 23,206 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $826,438 | 23,169 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $1,211,643 | 28,204 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $1,501,769 | 36,575 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $1,358,958 | 35,088 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $1,692,925 | 40,588 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,808,174 | 39,274 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $2,328,705 | 40,591 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $2,516,280 | 41,945 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $2,137,054 | 40,337 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $2,139,593 | 43,683 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $1,762,031 | 40,174 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $1,746,604 | 45,449 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $1,561,626 | 47,888 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $1,660,008 | 44,409 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $1,964,389 | 53,760 | Shares | Other | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||