Position in UDR
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$68,634,337
+$11,367,103 QoQ
Shares Held
2,031,804
+30.1% QoQ
Ownership
0.625%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.33108902236634.ToString("F0")%
Shared 0.ToString("F0")%
None 1.6689109776336692.ToString("F0")%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Derivatives in UDR
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$27,699,600
PutShares
820,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Residential
Real Estate · as of Mar 31, 2026UBS Group AG holds $821,324,876 across 22 REIT - Residential names. UDR ranks #6 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
|
5,032,699 | $140,512,955 | |
| 2 | INVH |
Invitation Homes Inc.
|
4,501,208 | $111,855,017 | |
| 3 | AVB |
Avalonbay Communities Inc
|
598,886 | $97,828,026 | |
| 4 | EQR |
Equity Residential
|
1,598,436 | $94,547,487 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
690,447 | $84,317,385 | |
| 6 | UDR |
UDR, Inc.
This page
|
2,031,804 | $68,634,337 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
953,668 | $59,527,956 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
182,801 | $44,237,842 |
All Filings in UDR
Export CSV
39 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,634,337 | 2,031,804 | Shares | Defined | 2026-05-05 | |
| 2026-03-31 | $27,699,600 | 820,000 | Put | Defined | 2026-05-05 | |
| 2025-12-31 | $31,203,676 | 850,700 | Put | Defined | 2026-01-29 | |
| 2025-12-31 | $57,267,234 | 1,561,266 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $47,129,761 | 1,264,889 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $3,092,580 | 83,000 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $1,122,825 | 27,500 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $46,947,149 | 1,149,820 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $88,536,946 | 1,960,083 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $84,980,326 | 1,957,621 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $90,033,946 | 1,985,751 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $64,949,717 | 1,578,365 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $41,994,070 | 1,122,536 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,629,084 | 42,546 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $2,680,300 | 70,000 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $765,800 | 20,000 | Call | Defined | 2024-02-09 | |
| 2023-09-30 | $2,500,467 | 70,100 | Put | Defined | 2023-11-09 | |
| 2023-09-30 | $15,642,149 | 438,524 | Shares | Defined | 2023-11-09 | |
| 2023-09-30 | $713,400 | 20,000 | Call | Defined | 2023-11-09 | |
| 2023-06-30 | $1,949,738 | 45,385 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,244,092 | 54,654 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $119,074 | 2,900 | Put | Defined | 2023-05-12 | |
| 2022-12-31 | $189,777 | 4,900 | Call | Defined | 2023-02-08 | |
| 2022-12-31 | $1,939,907 | 50,088 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $9,243,978 | 221,625 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $208,550 | 5,000 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $3,537,008 | 84,800 | Put | Defined | 2022-11-10 | |
| 2022-06-30 | $6,339,523 | 137,696 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $230,200 | 5,000 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $4,300,136 | 93,400 | Put | Defined | 2022-08-10 | |
| 2022-03-31 | $26,774,577 | 466,700 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,813,743 | 63,573 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,203,700 | 60,470 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,531,212 | 112,928 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $10,816,137 | 246,606 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $16,952,586 | 441,129 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $15,132,930 | 464,058 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $13,452,762 | 359,892 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $8,472,930 | 231,881 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||