Position in UDR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,468,976
+$469,393 QoQ
Shares Held
36,798
+24.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#213
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, 2026Rafferty Asset Management, LLC holds $15,445,619 across 7 REIT - Residential names. UDR ranks #6 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
17,287 | $3,261,884 | |
| 2 | VMRK |
Vivmark Residential
|
42,432 | $2,882,405 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
8,001 | $2,333,011 | |
| 4 | INVH |
Invitation Homes Inc.
|
68,015 | $2,054,733 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
14,486 | $2,012,684 | |
| 6 | UDR |
UDR, Inc.
This page
|
36,798 | $1,468,976 | |
| 7 | CPT |
Camden Property Trust
|
12,507 | $1,431,926 |
All Filings in UDR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,468,976 | 36,798 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $999,583 | 29,591 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,426,265 | 38,884 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,510,930 | 40,551 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,559,910 | 38,205 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,482,840 | 32,828 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,715,215 | 39,512 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,934,340 | 42,663 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,720,769 | 41,817 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,356,075 | 36,249 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,553,923 | 40,583 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,207,893 | 33,863 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,414,801 | 32,933 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,334,819 | 32,509 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,079,560 | 27,874 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $755,785 | 18,120 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $639,541 | 13,891 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $937,884 | 16,348 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $956,060 | 15,937 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,016,103 | 19,179 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,163,177 | 23,748 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $680,049 | 15,505 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $407,088 | 10,593 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $330,893 | 10,147 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,618,095 | 70,040 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $450,355 | 12,325 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||