Position in UDR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$202,154
+$33,423 QoQ
Shares Held
5,064
+1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#375
of 521 holders
Holding Since
Jun 2020
16 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Horizon Investments, LLC holds $13,984,520 across 10 REIT - Residential names. UDR ranks #9 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
|
168,709 | $5,655,125 | |
| 2 | INVH |
Invitation Homes Inc.
|
88,058 | $2,660,232 | |
| 3 | VMRK |
Vivmark Residential
|
34,640 | $2,353,095 | |
| 4 | AVB |
Avalonbay Communities Inc
|
14,417 | $974,018 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
3,000 | $874,770 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
5,683 | $789,596 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
3,579 | $230,666 | |
| 8 | CPT |
Camden Property Trust
|
1,781 | $203,906 |
All Filings in UDR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,154 | 5,064 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $168,731 | 4,995 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $175,807 | 4,793 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $173,109 | 4,646 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $608,040 | 14,892 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $195,992 | 4,339 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $179,370 | 4,132 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $185,757 | 4,097 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $224,061 | 5,445 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $177,360 | 4,741 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $180,269 | 4,708 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $162,013 | 4,542 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $192,761 | 4,487 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $169,742 | 4,134 | Shares | Sole | 2023-05-15 | |
| 2022-03-31 | $218,637 | 3,811 | Shares | Sole | 2022-05-16 | |
| 2020-06-30 | $248,651 | 6,652 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||