Position in UDR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$12,160
+$3,798 QoQ
Shares Held
360
+57.9% QoQ
Ownership
0.000%
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%
Shared 0%
None 100%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Parkside Financial Bank & Trust holds $383,045 across 18 REIT - Residential names. UDR ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPT |
Camden Property Trust
|
1,352 | $132,035 | |
| 2 | MRP |
Millrose Properties, Inc.
|
1,913 | $53,564 | |
| 3 | EQR |
Equity Residential
|
685 | $40,517 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
285 | $34,803 | |
| 5 | AVB |
Avalonbay Communities Inc
|
203 | $33,159 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
115 | $27,830 | |
| 7 | UDR |
UDR, Inc.
This page
|
360 | $12,160 | |
| 8 | INVH |
Invitation Homes Inc.
|
483 | $12,002 |
All Filings in UDR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,160 | 360 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,362 | 228 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,339 | 197 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $6,409 | 157 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,458 | 143 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $6,598 | 152 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,754 | 149 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,254 | 152 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $6,509 | 174 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $5,743 | 150 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $38,808 | 1,088 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $14,348 | 334 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $12,768 | 311 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $11,463 | 296 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $18,059 | 433 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $14,225 | 309 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $8,089 | 141 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $5,699 | 95 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $5,033 | 95 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $4,898 | 100 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $4,386 | 100 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $2,267 | 59 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $2,282 | 70 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $1,756 | 47 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $1,900 | 52 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||