Position in UDR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$681,115
+$68,177 QoQ
Shares Held
17,062
-6.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#271
of 517 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Atria Investments, Inc holds $6,856,331 across 8 REIT - Residential names. UDR ranks #5 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
11,311 | $2,134,272 | |
| 2 | ELS |
Equity Lifestyle Properties Inc
|
17,465 | $1,125,619 | |
| 3 | IRT |
Independence Realty Trust, Inc.
|
54,473 | $909,154 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
5,340 | $741,939 | |
| 5 | UDR |
UDR, Inc.
This page
|
17,062 | $681,115 | |
| 6 | VMRK |
Vivmark Residential
|
7,246 | $492,220 | |
| 7 | INVH |
Invitation Homes Inc.
|
13,982 | $422,396 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
1,199 | $349,616 |
All Filings in UDR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $681,115 | 17,062 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $612,938 | 18,145 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $593,372 | 16,177 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $660,582 | 17,729 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $871,720 | 21,350 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,030,011 | 22,803 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $947,987 | 21,838 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,164,875 | 25,692 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,164,668 | 28,303 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,093,643 | 29,234 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $1,175,311 | 30,695 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,268,853 | 35,572 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,595,061 | 37,129 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,565,453 | 38,126 | Shares | Sole | 2023-05-10 | |
| 2022-09-30 | $1,195,825 | 28,670 | Shares | Sole | 2022-11-01 | |
| No filing history on record for this holder in this stock. | ||||||