Position in UDR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$278,921
-$418,636 QoQ
Shares Held
6,987
-66.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#343
of 517 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Ethic Inc. holds $13,413,517 across 11 REIT - Residential names. UDR ranks #11 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 45,450 | $3,070,552 | |||
| 2 | VMRK |
Vivmark Residential
|
36,677 | $2,491,468 | |
| 3 | INVH |
Invitation Homes Inc.
|
51,805 | $1,565,029 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
5,072 | $1,478,944 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
8,120 | $1,128,192 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
14,837 | $956,244 | |
| 7 | AMH |
American Homes 4 Rent
|
25,504 | $854,894 | |
| 8 | SUI |
Sun Communities Inc
|
6,982 | $837,211 |
All Filings in UDR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,921 | 6,987 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $697,557 | 20,650 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $453,878 | 12,374 | Shares | Sole | 2026-02-03 | |
| 2025-06-30 | $491,797 | 12,045 | Shares | Sole | 2025-07-30 | |
| 2023-12-31 | $443,666 | 11,587 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $253,399 | 7,104 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $419,246 | 9,759 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $542,772 | 13,219 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $448,996 | 11,593 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $628,236 | 15,062 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $835,764 | 18,153 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,215,498 | 21,187 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,135,550 | 18,929 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $860,183 | 16,236 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $704,528 | 14,384 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $485,881 | 11,078 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $420,846 | 10,951 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||