Position in UDR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$596,923
+$100,290 QoQ
Shares Held
14,953
+1.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#287
of 521 holders
Holding Since
Jun 2021
21 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, 2026Janney Montgomery Scott LLC holds $35,658,342 across 9 REIT - Residential names. UDR ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELS |
Equity Lifestyle Properties Inc
|
215,026 | $13,858,425 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
32,301 | $9,418,648 | |
| 3 | 79,575 | $5,375,966 | |||
| 4 | MAA |
Mid America Apartment Communities Inc.
|
22,628 | $3,143,934 | |
| 5 | MRP |
Millrose Properties, Inc.
|
77,658 | $2,333,622 | |
| 6 | UDR |
UDR, Inc.
This page
|
14,953 | $596,923 | |
| 7 | SUI |
Sun Communities Inc
|
3,042 | $364,766 | |
| 8 | VMRK |
Vivmark Residential
|
4,679 | $317,844 |
All Filings in UDR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $596,923 | 14,953 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $496,633 | 14,702 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $545,798 | 14,880 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $565,904 | 15,188 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $565,291 | 13,845 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $624,655 | 13,829 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $627,752 | 14,461 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $645,188 | 14,230 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $588,198 | 14,294 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $525,984 | 14,060 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $529,474 | 13,828 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $497,239 | 13,940 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $597,960 | 13,919 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $540,390 | 13,161 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $508,989 | 13,142 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $546,692 | 13,107 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $722,413 | 15,691 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $945,342 | 16,478 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $997,033 | 16,620 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $919,838 | 17,362 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $202,287 | 4,130 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||