Position in UDR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,435,363
+$76,901 QoQ
Shares Held
35,956
-10.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#218
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)
Derivatives in UDR
reported options exposure · as of Dec 31, 2024CallValue
$591
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Residential
Real Estate · as of Jun 30, 2026HighTower Advisors, LLC holds $26,426,135 across 13 REIT - Residential names. UDR ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
81,352 | $11,303,046 | |
| 2 | AVB |
Avalonbay Communities Inc
|
24,289 | $4,583,091 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
14,019 | $4,087,800 | |
| 4 | UDR |
UDR, Inc.
This page
|
35,956 | $1,435,363 | |
| 5 | VMRK |
Vivmark Residential
|
10,576 | $718,427 | |
| 6 | NXRT |
NexPoint Residential Trust, Inc.
|
24,938 | $696,268 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
10,713 | $690,452 | |
| 8 | IRT |
Independence Realty Trust, Inc.
|
41,144 | $686,693 |
All Filings in UDR
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,435,363 | 35,956 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,358,462 | 40,215 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,501,715 | 40,941 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,530,752 | 41,083 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,821,630 | 44,615 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,157,274 | 47,759 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $591 | 100 | Call | Sole | 2025-02-07 | |
| 2024-12-31 | $1,989,263 | 45,825 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,534 | 100 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $2,057,619 | 45,382 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,831,092 | 44,498 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $968,170 | 25,880 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,110,869 | 29,012 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,152,462 | 32,309 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,431,556 | 33,323 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,385,118 | 33,734 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,276,463 | 32,958 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,264,563 | 30,318 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,420,886 | 30,862 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,779,273 | 31,014 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,657,137 | 44,293 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,642,750 | 31,007 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,498,494 | 30,594 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $453,249 | 10,334 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $505,162 | 13,145 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $375,732 | 11,522 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $563,391 | 15,072 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $434,497 | 11,891 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||