Position in UDR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,212,725
+$341,854 QoQ
Shares Held
55,429
+0.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#186
of 517 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026New Age Alpha Advisors, LLC holds $29,267,188 across 13 REIT - Residential names. UDR ranks #9 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
61,701 | $4,191,348 | |
| 2 | ELS |
Equity Lifestyle Properties Inc
|
60,929 | $3,926,874 | |
| 3 | INVH |
Invitation Homes Inc.
|
124,810 | $3,770,510 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
11,848 | $3,454,758 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
21,246 | $2,951,919 | |
| 6 | AMH |
American Homes 4 Rent
|
83,418 | $2,796,171 | |
| 7 | SUI |
Sun Communities Inc
|
20,360 | $2,441,367 | |
| 8 | CPT |
Camden Property Trust
|
19,935 | $2,282,358 |
All Filings in UDR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,212,725 | 55,429 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,870,871 | 55,384 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,862,537 | 50,778 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,323,384 | 62,356 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,676,079 | 65,542 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,068,993 | 23,666 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,850,249 | 88,695 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||