Position in UDR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$215,168
+$213,142 QoQ
Shares Held
5,390
+8883.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#368
of 517 holders
Holding Since
Dec 2021
6 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026NewEdge Advisors, LLC holds $12,820,667 across 14 REIT - Residential names. UDR ranks #11 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELS |
Equity Lifestyle Properties Inc
|
62,594 | $4,034,183 | |
| 2 | MRP |
Millrose Properties, Inc.
|
79,666 | $2,393,963 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
12,817 | $1,780,793 | |
| 4 | 16,387 | $1,107,044 | |||
| 5 | CSR |
Centerspace
|
16,203 | $910,446 | |
| 6 | SUI |
Sun Communities Inc
|
7,263 | $870,906 | |
| 7 | VMRK |
Vivmark Residential
|
6,144 | $417,361 | |
| 8 | AMH |
American Homes 4 Rent
|
10,111 | $338,920 |
All Filings in UDR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,168 | 5,390 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,026 | 60 | Shares | Sole | 2026-06-03 | |
| 2024-03-31 | $374 | 10 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $382 | 10 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $121,883 | 3,147 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $602,839 | 10,049 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||