Position in UDR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,398,157
+$1,174,297 QoQ
Shares Held
35,024
+428.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#221
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, 2026GUGGENHEIM CAPITAL LLC holds $19,842,207 across 8 REIT - Residential names. UDR ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
107,019 | $7,269,799 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
11,046 | $3,220,901 | |
| 3 | INVH |
Invitation Homes Inc.
|
99,957 | $3,019,700 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
20,968 | $2,913,293 | |
| 5 | UDR |
UDR, Inc.
This page
|
35,024 | $1,398,157 | |
| 6 | CPT |
Camden Property Trust
|
11,397 | $1,304,842 | |
| 7 | AVB |
Avalonbay Communities Inc
|
2,741 | $517,198 | |
| 8 | UMH |
Umh Properties, Inc.
|
13,099 | $198,317 |
All Filings in UDR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,398,157 | 35,024 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $223,860 | 6,627 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $400,948 | 10,931 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $423,645 | 11,370 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $599,996 | 14,695 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $648,820 | 14,364 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $751,599 | 17,314 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $8,289,556 | 182,831 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,695,310 | 89,801 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,082,102 | 109,118 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $6,108,976 | 159,545 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,756,850 | 161,392 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $7,187,120 | 167,298 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $7,216,417 | 175,753 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $6,843,201 | 176,690 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $7,241,938 | 173,626 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,555,530 | 164,108 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $9,770,453 | 170,306 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $8,840,304 | 147,363 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,658,048 | 125,671 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,771,875 | 138,258 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $7,725,454 | 176,139 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $11,354,295 | 295,454 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $3,499,312 | 107,308 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,124,619 | 110,343 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,837,794 | 105,030 | Shares | Defined | 2020-06-02 | |
| No filing history on record for this holder in this stock. | ||||||