Position in UDR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$431,694
-$7,783 QoQ
Shares Held
10,814
-16.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#312
of 517 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Sanctuary Advisors, LLC holds $13,507,513 across 11 REIT - Residential names. UDR ranks #10 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
18,408 | $2,557,607 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
8,313 | $2,423,987 | |
| 3 | VMRK |
Vivmark Residential
|
28,783 | $1,955,229 | |
| 4 | CPT |
Camden Property Trust
|
11,905 | $1,363,003 | |
| 5 | SUI |
Sun Communities Inc
|
10,902 | $1,307,258 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
18,425 | $1,187,491 | |
| 7 | INVH |
Invitation Homes Inc.
|
26,681 | $806,033 | |
| 8 | AMH |
American Homes 4 Rent
|
21,077 | $706,501 |
All Filings in UDR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,694 | 10,814 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $439,477 | 13,010 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $611,418 | 16,669 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $819,682 | 21,999 | Shares | Sole | 2026-01-06 | |
| 2025-06-30 | $985,840 | 24,145 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $993,694 | 21,999 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $364,340 | 8,393 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $371,878 | 8,202 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $529,189 | 12,860 | Shares | Sole | 2024-09-05 | |
| No filing history on record for this holder in this stock. | ||||||