Position in UDR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,839,753
-$885,955 QoQ
Shares Held
46,086
-42.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#201
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, 2026ENVESTNET ASSET MANAGEMENT INC holds $209,524,402 across 15 REIT - Residential names. UDR ranks #12 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
738,377 | $49,883,409 | |
| 2 | SUI |
Sun Communities Inc
|
247,912 | $29,727,127 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
182,219 | $25,317,507 | |
| 4 | CPT |
Camden Property Trust
|
206,434 | $23,634,628 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
327,727 | $21,122,005 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
53,002 | $15,454,853 | |
| 7 | INVH |
Invitation Homes Inc.
|
427,974 | $12,929,094 | |
| 8 | MRP |
Millrose Properties, Inc.
|
336,675 | $10,117,083 |
All Filings in UDR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,839,753 | 46,086 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,725,708 | 80,690 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,255,386 | 88,751 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,281,621 | 114,912 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,873,762 | 143,859 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $7,124,393 | 157,724 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $6,152,195 | 141,723 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,115,225 | 178,986 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $7,635,752 | 185,559 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,922,550 | 104,853 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,819,487 | 178,101 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,723,029 | 132,409 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,053,127 | 117,624 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,195,691 | 126,539 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,934,318 | 127,403 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,761,149 | 162,099 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $6,510,792 | 141,416 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,456,321 | 129,969 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $7,387,828 | 123,151 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $5,791,190 | 109,309 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $5,326,330 | 108,745 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,140,910 | 94,412 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,342,064 | 86,965 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,664,921 | 81,721 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,672,408 | 71,493 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $2,673,010 | 73,153 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||