Position in UDR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$423,162
+$31,163 QoQ
Shares Held
12,527
+17.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026CWM, LLC holds $29,570,953 across 20 REIT - Residential names. UDR ranks #11 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
147,122 | $17,966,538 | |
| 2 | INVH |
Invitation Homes Inc.
|
114,743 | $2,851,363 | |
| 3 | AMH |
American Homes 4 Rent
|
92,217 | $2,574,698 | |
| 4 | MRP |
Millrose Properties, Inc.
|
46,988 | $1,315,664 | |
| 5 | 13,507 | $789,960 | |||
| 6 | IRT |
Independence Realty Trust, Inc.
|
40,945 | $609,671 | |
| 7 | SUI |
Sun Communities Inc
|
4,532 | $570,850 | |
| 8 | VMRK |
Vivmark Residential
|
9,211 | $544,830 |
All Filings in UDR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $423,162 | 12,527 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $391,999 | 10,687 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $141,327 | 3,793 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $237,058 | 5,806 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $174,582 | 3,865 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $159,922 | 3,684 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $172,382 | 3,802 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $142,173 | 3,455 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $152,969 | 4,089 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $149,139 | 3,895 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $175,746 | 4,927 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $208,484 | 4,853 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $200,413 | 4,881 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $161,078 | 4,159 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $102,064 | 2,447 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $85,818 | 1,864 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $106,363 | 1,854 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $75,647 | 1,261 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $49,371 | 1,008 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $44,210 | 1,008 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $38,737 | 1,008 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $32,870 | 1,008 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $37,679 | 1,008 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $36,832 | 1,008 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||