Position in UDR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,423,108
-$108,308 QoQ
Shares Held
35,649
-21.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#219
of 517 holders
Holding Since
Mar 2020
15 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, 2026Swiss Life Asset Management Ltd holds $22,441,993 across 12 REIT - Residential names. UDR ranks #7 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
30,867 | $5,824,294 | |
| 2 | VMRK |
Vivmark Residential
|
50,558 | $3,434,403 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
9,294 | $2,710,037 | |
| 4 | INVH |
Invitation Homes Inc.
|
66,860 | $2,019,840 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
13,611 | $1,891,112 | |
| 6 | SUI |
Sun Communities Inc
|
14,724 | $1,765,554 | |
| 7 | UDR |
UDR, Inc.
This page
|
35,649 | $1,423,108 | |
| 8 | CPT |
Camden Property Trust
|
11,877 | $1,359,797 |
All Filings in UDR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,423,108 | 35,649 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,531,416 | 45,335 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,412,510 | 38,509 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,418,041 | 38,058 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $1,083,179 | 26,529 | Shares | Sole | 2025-12-02 | |
| 2025-03-31 | $1,362,326 | 30,160 | Shares | Sole | 2025-12-02 | |
| 2024-12-31 | $1,348,227 | 31,058 | Shares | Sole | 2025-12-09 | |
| 2024-09-30 | $1,313,273 | 28,965 | Shares | Sole | 2025-12-09 | |
| 2024-06-30 | $1,160,841 | 28,210 | Shares | Sole | 2025-12-09 | |
| 2024-03-31 | $1,420,270 | 37,965 | Shares | Sole | 2025-12-09 | |
| 2023-12-31 | $1,549,366 | 40,464 | Shares | Sole | 2025-12-09 | |
| 2021-03-31 | $4,124,155 | 94,030 | Shares | Sole | 2025-12-29 | |
| 2020-12-31 | $3,613,572 | 94,030 | Shares | Sole | 2025-12-29 | |
| 2020-09-30 | $571,946 | 17,539 | Shares | Defined | 2025-12-29 | |
| 2020-03-31 | $484,630 | 13,263 | Shares | Sole | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||