Position in UDR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$772,051
+$193,639 QoQ
Shares Held
19,340
+12.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#261
of 517 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $31,495,873 across 18 REIT - Residential names. UDR ranks #9 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INVH |
Invitation Homes Inc.
|
436,303 | $13,180,711 | |
| 2 | AVB |
Avalonbay Communities Inc
|
56,349 | $3,806,821 | |
| 3 | SUI |
Sun Communities Inc
|
29,553 | $3,543,698 | |
| 4 | CPT |
Camden Property Trust
|
30,327 | $3,472,136 | |
| 5 | MRP |
Millrose Properties, Inc.
|
85,748 | $2,576,727 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
9,110 | $1,265,741 | |
| 7 | VMRK |
Vivmark Residential
|
16,790 | $1,140,543 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
3,096 | $902,760 |
All Filings in UDR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $772,051 | 19,340 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $578,412 | 17,123 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $409,861 | 11,174 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $376,437 | 10,103 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $444,760 | 10,893 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,812,175 | 40,119 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,201,935 | 27,688 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,418,325 | 31,282 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,283,508 | 31,191 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $1,213,841 | 32,447 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,259,128 | 32,884 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,132,807 | 31,758 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $278,251 | 6,477 | Shares | Defined | 2023-08-14 | |
| 2022-12-31 | $132,262 | 3,415 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $232,658 | 5,578 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $226,055 | 4,910 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $269,294 | 4,694 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $190,527 | 3,176 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $144,793 | 2,733 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $59,999 | 1,225 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $64,429 | 1,469 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $41,119 | 1,070 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $19,892 | 610 | Shares | Defined | 2020-11-13 | |
| 2020-03-31 | $1,717 | 47 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||