Position in UDR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,535,638
+$1,582,502 QoQ
Shares Held
63,518
+125.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#177
of 517 holders
Holding Since
Mar 2020
16 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, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $19,545,457 across 10 REIT - Residential names. UDR ranks #2 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
60,987 | $4,142,846 | |
| 2 | UDR |
UDR, Inc.
This page
|
63,518 | $2,535,638 | |
| 3 | CPT |
Camden Property Trust
|
21,557 | $2,468,060 | |
| 4 | AVB |
Avalonbay Communities Inc
|
12,346 | $2,329,566 | |
| 5 | INVH |
Invitation Homes Inc.
|
74,645 | $2,255,025 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
6,227 | $1,815,730 | |
| 7 | MAA |
Mid America Apartment Communities Inc.
|
11,658 | $1,619,762 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
16,003 | $1,031,393 |
All Filings in UDR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,535,638 | 63,518 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $953,136 | 28,216 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $555,408 | 15,142 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $556,664 | 14,940 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $898,504 | 22,006 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,146,188 | 25,375 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $957,971 | 22,068 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $820,790 | 18,103 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $495,322 | 12,037 | Shares | Sole | 2024-08-14 | |
| 2021-09-30 | $6,463 | 122 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,975 | 122 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,017 | 46 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $230 | 6 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $195 | 6 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $224 | 6 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,425 | 39 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||