Position in UDR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,308,537
+$25,674 QoQ
Shares Held
32,779
-13.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#223
of 515 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $17,733,529 across 15 REIT - Residential names. UDR ranks #6 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
14,733 | $2,779,969 | |
| 2 | VMRK |
Vivmark Residential
|
32,621 | $2,215,944 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
6,749 | $1,967,940 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
13,030 | $1,810,388 | |
| 5 | INVH |
Invitation Homes Inc.
|
57,695 | $1,742,965 | |
| 6 | UDR |
UDR, Inc.
This page
|
32,779 | $1,308,537 | |
| 7 | AMH |
American Homes 4 Rent
|
33,692 | $1,129,355 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
15,673 | $1,010,124 |
All Filings in UDR
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,308,537 | 32,779 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,282,863 | 37,977 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,531,279 | 41,747 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,446,880 | 38,832 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,487,641 | 36,435 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,486,725 | 32,914 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,455,059 | 33,519 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,346,008 | 29,687 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,139,731 | 27,697 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $827,247 | 22,113 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $615,856 | 16,084 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $510,687 | 14,317 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $660,037 | 15,364 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $599,147 | 14,592 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $460,073 | 11,879 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $877,244 | 21,032 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,012,097 | 21,983 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,558,972 | 27,174 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,008,851 | 16,817 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $712,951 | 13,457 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $739,744 | 15,103 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||