Position in UDR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$991,133
+$88,971 QoQ
Shares Held
24,828
-7.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#244
of 517 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 21%
Shared 22%
None 57%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Corient Private Wealth LLC holds $96,689,825 across 13 REIT - Residential names. UDR ranks #11 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
66,698 | $19,448,469 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
120,238 | $16,705,867 | |
| 3 | AMH |
American Homes 4 Rent
|
455,470 | $15,267,354 | |
| 4 | CPT |
Camden Property Trust
|
122,592 | $14,035,558 | |
| 5 | SUI |
Sun Communities Inc
|
92,165 | $11,051,505 | |
| 6 | AVB |
Avalonbay Communities Inc
|
94,792 | $6,403,949 | |
| 7 | VMRK |
Vivmark Residential
|
79,689 | $5,413,273 | |
| 8 | MRP |
Millrose Properties, Inc.
|
95,165 | $2,859,708 |
All Filings in UDR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $991,133 | 24,828 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $902,162 | 26,707 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $905,775 | 24,694 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $470,966 | 12,640 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $433,165 | 10,609 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $499,715 | 11,063 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $566,283 | 13,045 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $497,651 | 10,976 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $405,533 | 9,855 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $302,796 | 8,094 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $203,166 | 5,306 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $209,632 | 5,877 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $306,090 | 7,125 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $270,010 | 6,576 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||