Position in UDR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,691,290
-$393,848 QoQ
Shares Held
42,367
-31.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#207
of 515 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026XPONANCE LLC holds $29,949,330 across 12 REIT - Residential names. UDR ranks #7 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
34,051 | $6,425,083 | |
| 2 | VMRK |
Vivmark Residential
|
66,870 | $4,542,479 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
12,408 | $3,618,048 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
22,695 | $3,153,243 | |
| 5 | INVH |
Invitation Homes Inc.
|
103,568 | $3,128,789 | |
| 6 | SUI |
Sun Communities Inc
|
16,292 | $1,953,573 | |
| 7 | UDR |
UDR, Inc.
This page
|
42,367 | $1,691,290 | |
| 8 | CPT |
Camden Property Trust
|
14,515 | $1,661,822 |
All Filings in UDR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,691,290 | 42,367 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,085,138 | 61,727 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,120,360 | 57,807 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,026,645 | 54,392 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,618,346 | 64,128 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,965,437 | 43,512 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,886,815 | 43,465 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,992,420 | 43,944 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,785,951 | 43,401 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,721,047 | 46,005 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,629,698 | 42,562 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,698,819 | 47,626 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,953,004 | 45,461 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,833,985 | 44,666 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,693,353 | 43,722 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,486,711 | 35,644 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,354,128 | 29,412 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,139,769 | 19,867 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,108,075 | 18,471 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $770,647 | 14,546 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $816,594 | 16,672 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $550,969 | 12,562 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $488,983 | 12,724 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $392,428 | 12,034 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $449,382 | 12,022 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||