Position in UDR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$192,319,125
+$69,490,320 QoQ
Shares Held
5,693,284
+70.0% QoQ
Ownership
1.75%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 69.86523068232675.ToString("F0")%
Shared 14.888454536959689.ToString("F0")%
None 15.246314780713558.ToString("F0")%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026JPMORGAN CHASE & CO holds $2,725,676,000 across 22 REIT - Residential names. UDR ranks #6 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
4,466,121 | $729,540,856 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
2,905,831 | $354,860,074 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
4,746,014 | $296,246,191 | |
| 4 | EQR |
Equity Residential
|
4,984,647 | $294,841,864 | |
| 5 | INVH |
Invitation Homes Inc.
|
8,035,347 | $199,678,367 | |
| 6 | UDR |
UDR, Inc.
This page
|
5,693,284 | $192,319,125 | |
| 7 | AMH |
American Homes 4 Rent
|
6,636,510 | $185,291,355 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
543,968 | $131,640,256 |
All Filings in UDR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $192,319,125 | 5,693,284 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $122,828,805 | 3,348,659 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $140,251,103 | 3,764,120 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $169,833,275 | 4,159,522 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $138,044,437 | 3,056,109 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $313,909,727 | 7,231,277 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $352,497,682 | 7,774,541 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $304,775,574 | 7,406,454 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $108,693,999 | 2,905,480 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $212,373,945 | 5,546,460 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $430,568,104 | 12,070,875 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $553,667,742 | 12,887,983 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $562,160,172 | 13,691,188 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $405,171,566 | 10,461,440 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $302,083,707 | 7,242,477 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $371,079,124 | 8,059,929 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $351,468,404 | 6,126,345 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $335,583,213 | 5,593,986 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $387,621,966 | 7,316,383 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $517,055,600 | 10,556,464 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $474,105,541 | 10,809,520 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $422,012,274 | 10,981,324 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $157,481,120 | 4,829,228 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $131,017,753 | 3,505,023 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $130,293,231 | 3,565,770 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||