Position in UDR
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$4,817,669
-$423,939 QoQ
Shares Held
142,619
-0.2% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.13953260084560964.ToString("F0")%
Shared 0.ToString("F0")%
None 99.8604673991544.ToString("F0")%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $56,813,236 across 17 REIT - Residential names. UDR ranks #6 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
33,189 | $8,031,738 | |
| 2 | AVB |
Avalonbay Communities Inc
|
45,515 | $7,434,875 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
50,990 | $6,226,898 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
95,788 | $5,979,086 | |
| 5 | IRT |
Independence Realty Trust, Inc.
|
331,520 | $4,936,332 | |
| 6 | UDR |
UDR, Inc.
This page
|
142,619 | $4,817,669 | |
| 7 | EQR |
Equity Residential
|
67,203 | $3,975,057 | |
| 8 | SUI |
Sun Communities Inc
|
27,803 | $3,502,065 |
All Filings in UDR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,817,669 | 142,619 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,241,608 | 142,901 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,909,638 | 131,767 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,015,393 | 122,836 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,155,974 | 114,146 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,802,057 | 110,621 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,610,624 | 101,690 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,095,412 | 99,524 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,563,489 | 95,255 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,509,814 | 91,664 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,975,136 | 111,442 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,740,206 | 110,340 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,276,357 | 104,149 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,945,967 | 101,884 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,982,721 | 95,486 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,052,118 | 88,013 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,639,167 | 80,864 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,463,256 | 74,400 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,624,096 | 68,405 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,966,081 | 60,557 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,202,473 | 50,216 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,446,044 | 37,628 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,206,602 | 37,001 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,317,831 | 35,255 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $821,894 | 22,493 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||