Position in UDR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$27,238,972
+$4,189,561 QoQ
Shares Held
682,339
0.0% QoQ
Ownership
0.210%
of shares outstanding
% of Portfolio
12.36%
of 13F equity value
Holder Rank
#53
of 517 holders
Holding Since
Jun 2020
25 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, 2026Investure, LLC holds $220,291,812 across 8 REIT - Residential names. UDR ranks #4 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
100,821 | $29,398,395 | |
| 2 | INVH |
Invitation Homes Inc.
|
949,206 | $28,675,513 | |
| 3 | VMRK |
Vivmark Residential
|
419,069 | $28,467,357 | |
| 4 | UDR |
UDR, Inc.
This page
|
682,339 | $27,238,972 | |
| 5 | CPT |
Camden Property Trust
|
237,748 | $27,219,768 | |
| 6 | AVB |
Avalonbay Communities Inc
|
396,410 | $26,780,779 | |
| 7 | AMH |
American Homes 4 Rent
|
798,210 | $26,755,999 | |
| 8 | MAA |
Mid America Apartment Communities Inc.
|
185,368 | $25,755,029 |
All Filings in UDR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,238,972 | 682,339 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $23,049,411 | 682,339 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $18,116,582 | 493,909 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $18,403,049 | 493,909 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $20,166,304 | 493,909 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $22,309,869 | 493,909 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $21,440,589 | 493,909 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $18,675,999 | 411,910 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $16,950,096 | 411,910 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $15,409,553 | 411,910 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $15,772,033 | 411,910 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,692,829 | 411,910 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $17,695,653 | 411,910 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $16,913,024 | 411,910 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $15,953,274 | 411,910 | Shares | Sole | 2023-03-07 | |
| 2022-09-30 | $17,180,766 | 411,910 | Shares | Sole | 2023-01-24 | |
| 2022-06-30 | $18,964,336 | 411,910 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $23,631,276 | 411,910 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $24,710,480 | 411,910 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $21,822,991 | 411,910 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $20,175,351 | 411,910 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $18,066,372 | 411,910 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $12,419,423 | 323,170 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $10,538,573 | 323,170 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,870,529 | 157,050 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||