Position in UDR
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$158,801
+$67,089 QoQ
Shares Held
3,978
+46.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#379
of 515 holders
Holding Since
Mar 2020
14 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, 2026CX Institutional holds $1,385,550 across 11 REIT - Residential names. UDR ranks #6 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INVH |
Invitation Homes Inc.
|
9,191 | $277,660 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
696 | $202,946 | |
| 3 | VMRK |
Vivmark Residential
|
2,939 | $199,646 | |
| 4 | AVB |
Avalonbay Communities Inc
|
992 | $187,180 | |
| 5 | CPT |
Camden Property Trust
|
1,443 | $165,209 | |
| 6 | UDR |
UDR, Inc.
This page
|
3,978 | $158,801 | |
| 7 | MAA |
Mid America Apartment Communities Inc.
|
1,030 | $143,108 | |
| 8 | MRP |
Millrose Properties, Inc.
|
960 | $28,848 |
All Filings in UDR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,801 | 3,978 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $91,712 | 2,715 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $142,061 | 3,873 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $74,259 | 1,993 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $125,470 | 3,073 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $145,537 | 3,222 | Shares | Sole | 2025-04-15 | |
| 2022-06-30 | $22,145 | 481 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $29,827 | 563 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $27,722 | 566 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $20,175 | 460 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $12,067 | 314 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $4,826 | 148 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $2,728 | 73 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $548 | 15 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||