Position in UDR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,582,189
+$644,592 QoQ
Shares Held
39,634
+42.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#209
of 517 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $21,153,464 across 13 REIT - Residential names. UDR ranks #6 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
45,627 | $6,339,415 | |
| 2 | AMH |
American Homes 4 Rent
|
63,961 | $2,143,972 | |
| 3 | VMRK |
Vivmark Residential
|
24,859 | $1,688,671 | |
| 4 | MRP |
Millrose Properties, Inc.
|
55,982 | $1,682,259 | |
| 5 | INVH |
Invitation Homes Inc.
|
54,919 | $1,659,102 | |
| 6 | UDR |
UDR, Inc.
This page
|
39,634 | $1,582,189 | |
| 7 | AVB |
Avalonbay Communities Inc
|
7,843 | $1,479,895 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
4,985 | $1,453,576 |
All Filings in UDR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,582,189 | 39,634 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $937,597 | 27,756 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $834,763 | 22,758 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $774,560 | 20,788 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $892,870 | 21,868 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,009,685 | 22,353 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $917,643 | 21,139 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $877,102 | 19,345 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $871,557 | 21,180 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $944,265 | 25,241 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $872,782 | 22,794 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $796,939 | 22,342 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $836,946 | 19,482 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $948,978 | 23,112 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $913,873 | 23,596 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $946,024 | 22,681 | Shares | Sole | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||