ASSETMARK, INC

Position in UDR — UDR, Inc.

CIK 1344551 CONCORD, CA

Position in UDR

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$12,854

-$12,481 QoQ

Shares Held

322

-57.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#437

of 517 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

ASSETMARK, INC holds $15,902,937 across 13 REIT - Residential names. UDR ranks #12 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRP	Millrose Properties, Inc.	252,696	$7,593,514
2	ELS	Equity Lifestyle Properties Inc	53,581	$3,453,295
3	AVB	Avalonbay Communities Inc	32,147	$2,171,821
4	SUI	Sun Communities Inc	9,773	$1,171,880
5	VMRK	Vivmark Residential	9,220	$626,314
6	INVH	Invitation Homes Inc.	8,690	$262,524
7	AMH	American Homes 4 Rent	7,646	$256,293
8	ESS	Essex Property Trust, Inc.	534	$155,709

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,854	322	-57.1%	Shares	Sole	2026-07-30
2026-03-31	$25,335	750	-82.5%	Shares	Sole	2026-05-06
2025-12-31	$157,503	4,294	+96.9%	Shares	Sole	2026-01-23
2025-09-30	$81,264	2,181	+44.2%	Shares	Sole	2025-11-06
2025-06-30	$61,734	1,512	+197.6%	Shares	Sole	2025-08-04
2025-03-31	$22,946	508	+0.6%	Shares	Sole	2025-05-06
2024-12-31	$21,922	505	+1641.4%	Shares	Sole	2025-02-06
2023-12-31	$1,110	29	+81.2%	Shares	Sole	2024-02-09
2022-03-31	$917	16	-92.5%	Shares	Sole	2022-05-13
2021-12-31	$12,837	214	+239.7%	Shares	Sole	2022-02-14
2021-06-30	$3,085	63	+14.5%	Shares	Sole	2021-08-16
2021-03-31	$2,412	55	-54.9%	Shares	Sole	2021-05-14
2020-12-31	$4,688	122	-94.8%	Shares	Sole	2021-02-10
2020-09-30	$77,057	2,363	+4.1%	Shares	Sole	2020-11-13
2020-06-30	$84,815	2,269	+7.8%	Shares	Sole	2020-08-11
2020-03-31	$76,880	2,104	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.