Position in UDR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,225,663
+$148,723 QoQ
Shares Held
30,703
-3.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#229
of 521 holders
Holding Since
Sep 2021
19 quarters on record
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026IEQ CAPITAL, LLC holds $37,615,406 across 12 REIT - Residential names. UDR ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
145,034 | $20,151,023 | |
| 2 | AMH |
American Homes 4 Rent
|
136,844 | $4,587,010 | |
| 3 | CPT |
Camden Property Trust
|
29,661 | $3,395,887 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
11,063 | $3,225,859 | |
| 5 | INVH |
Invitation Homes Inc.
|
71,909 | $2,172,370 | |
| 6 | UDR |
UDR, Inc.
This page
|
30,703 | $1,225,663 | |
| 7 | MRP |
Millrose Properties, Inc.
|
40,229 | $1,208,881 | |
| 8 | NXRT |
NexPoint Residential Trust, Inc.
|
20,504 | $572,471 |
All Filings in UDR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,225,663 | 30,703 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,076,940 | 31,881 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,204,827 | 32,847 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,732,126 | 73,326 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,034,975 | 74,332 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,382,600 | 74,886 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,227,707 | 74,354 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,363,774 | 74,190 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,134,806 | 76,180 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,854,868 | 76,313 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $2,248,158 | 58,714 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $1,598,050 | 44,801 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,030,589 | 47,267 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $2,052,506 | 49,988 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,249,854 | 32,271 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $281,792 | 6,756 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $735,903 | 15,984 | Shares | Sole | 2022-07-27 | |
| 2021-12-31 | $239,360 | 3,990 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $299,812 | 5,659 | Shares | Other | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||