Position in UDR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,693,725
+$351,477 QoQ
Shares Held
42,428
+6.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#206
of 517 holders
Holding Since
Dec 2022
13 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, 2026Bleakley Financial Group, LLC holds $7,685,701 across 6 REIT - Residential names. UDR ranks #2 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
18,024 | $2,504,254 | |
| 2 | UDR |
UDR, Inc.
This page
|
42,428 | $1,693,725 | |
| 3 | AIV |
Apartment Investment & Management Co
|
489,096 | $1,452,615 | |
| 4 | AMH |
American Homes 4 Rent
|
31,199 | $1,045,790 | |
| 5 | MRP |
Millrose Properties, Inc.
|
26,047 | $782,712 | |
| 6 | IRT |
Independence Realty Trust, Inc.
|
12,379 | $206,605 |
All Filings in UDR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,693,725 | 42,428 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,342,248 | 39,735 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,705,803 | 46,505 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,724,281 | 46,277 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,916,886 | 46,948 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,104,605 | 46,593 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,228,148 | 51,328 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,324,581 | 51,270 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,135,479 | 51,895 | Shares | Sole | 2024-08-12 | |
| 2023-09-30 | $201,535 | 5,650 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $277,092 | 6,450 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $260,484 | 6,344 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $242,992 | 6,274 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||