Position in UDR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,180,042
-$1,327,023 QoQ
Shares Held
229,961
-26.1% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#105
of 517 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Chevy Chase Trust Holdings, LLC holds $63,574,424 across 7 REIT - Residential names. UDR ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
189,019 | $12,769,783 | |
| 2 | VMRK |
Vivmark Residential
|
165,455 | $11,239,357 | |
| 3 | UDR |
UDR, Inc.
This page
|
229,961 | $9,180,042 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
31,030 | $9,048,037 | |
| 5 | INVH |
Invitation Homes Inc.
|
263,878 | $7,971,754 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
56,201 | $7,808,566 | |
| 7 | CPT |
Camden Property Trust
|
48,536 | $5,556,885 |
All Filings in UDR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,180,042 | 229,961 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $10,507,065 | 311,044 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $15,803,981 | 430,861 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $16,572,055 | 444,768 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $16,382,710 | 401,242 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $18,063,662 | 399,904 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $18,401,845 | 423,908 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $20,331,180 | 448,416 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,805,674 | 165,387 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $6,271,636 | 167,646 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $6,478,360 | 169,192 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $6,082,947 | 170,534 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $7,657,146 | 178,239 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $7,391,661 | 180,021 | Shares | Defined | 2023-05-17 | |
| 2022-12-31 | $6,824,342 | 176,203 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $7,790,885 | 186,787 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $8,330,753 | 180,946 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $10,329,640 | 180,053 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $10,471,253 | 174,550 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $9,090,096 | 171,576 | Shares | Defined | 2021-10-20 | |
| 2021-06-30 | $9,276,616 | 189,396 | Shares | Defined | 2021-07-20 | |
| 2021-03-31 | $8,748,315 | 199,460 | Shares | Defined | 2021-04-22 | |
| 2020-12-31 | $8,165,644 | 212,481 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $6,955,028 | 213,279 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $8,892,439 | 237,893 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $9,120,748 | 249,610 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||