Position in UDR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,108,059
+$63,649 QoQ
Shares Held
27,757
-10.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#235
of 517 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Cetera Investment Advisers holds $48,354,394 across 15 REIT - Residential names. UDR ranks #11 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
91,432 | $12,703,562 | |
| 2 | MRP |
Millrose Properties, Inc.
|
294,023 | $8,835,391 | |
| 3 | AVB |
Avalonbay Communities Inc
|
92,013 | $6,216,205 | |
| 4 | VMRK |
Vivmark Residential
|
62,162 | $4,222,664 | |
| 5 | IRT |
Independence Realty Trust, Inc.
|
230,864 | $3,853,120 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
10,362 | $3,021,455 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
27,561 | $1,776,306 | |
| 8 | AMH |
American Homes 4 Rent
|
51,458 | $1,724,872 |
All Filings in UDR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,108,059 | 27,757 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,044,410 | 30,918 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,166,790 | 31,810 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,204,615 | 32,330 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $998,620 | 24,458 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,111,904 | 24,616 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $944,948 | 21,768 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,057,056 | 23,314 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $924,887 | 22,476 | Shares | Sole | 2024-08-22 | |
| 2023-12-31 | $244,787 | 6,393 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $248,049 | 6,954 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $300,419 | 6,993 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $344,616 | 8,393 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $352,133 | 9,092 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $312,703 | 6,792 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $374,568 | 6,529 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $378,596 | 6,311 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $255,734 | 4,827 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $241,765 | 4,936 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||