Position in UDR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$138,602
+$136,947 QoQ
Shares Held
3,472
+6985.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#382
of 515 holders
Holding Since
Mar 2022
11 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, 2026SUMMIT SECURITIES GROUP LLC holds $628,612 across 7 REIT - Residential names. UDR ranks #2 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
2,174 | $410,212 | |
| 2 | UDR |
UDR, Inc.
This page
|
3,472 | $138,602 | |
| 3 | VMRK |
Vivmark Residential
|
782 | $53,121 | |
| 4 | INVH |
Invitation Homes Inc.
|
527 | $15,920 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
15 | $4,373 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
27 | $3,751 | |
| 7 | CPT |
Camden Property Trust
|
23 | $2,633 |
All Filings in UDR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,602 | 3,472 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,655 | 49 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $152,772 | 4,165 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $19,375 | 520 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,288 | 203 | Shares | Sole | 2025-08-12 | |
| 2023-06-30 | $17,398 | 405 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $24,882 | 606 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $11,967 | 309 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $239,707 | 5,747 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $28,775 | 625 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $6,999 | 122 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||