Position in UDR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,395,024
+$1,187,331 QoQ
Shares Held
160,196
+3.9% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
#123
of 517 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Vert Asset Management LLC holds $62,708,712 across 9 REIT - Residential names. UDR ranks #5 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
72,165 | $13,616,813 | |
| 2 | VMRK |
Vivmark Residential
|
179,611 | $12,200,975 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
32,701 | $9,535,284 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
58,352 | $8,107,426 | |
| 5 | UDR |
UDR, Inc.
This page
|
160,196 | $6,395,024 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
93,668 | $6,036,902 | |
| 7 | CPT |
Camden Property Trust
|
50,682 | $5,802,582 | |
| 8 | UMH |
Umh Properties, Inc.
|
38,237 | $578,908 |
All Filings in UDR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,395,024 | 160,196 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $5,207,693 | 154,165 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $5,610,132 | 152,948 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $5,294,087 | 142,085 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $5,625,475 | 137,778 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $6,625,490 | 146,679 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $5,984,589 | 137,862 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $5,893,429 | 129,983 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $5,318,102 | 129,237 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $4,860,868 | 129,935 | Shares | Defined | 2024-04-15 | |
| 2023-12-31 | $4,625,546 | 120,803 | Shares | Defined | 2024-01-17 | |
| 2023-09-30 | $4,557,912 | 127,780 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $5,422,024 | 126,211 | Shares | Defined | 2023-07-18 | |
| 2023-03-31 | $4,582,583 | 111,607 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,887,631 | 74,558 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,927,040 | 70,176 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,870,317 | 62,344 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,301,184 | 57,542 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,049,231 | 50,829 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||