Position in UDR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,457,598
+$326,475 QoQ
Shares Held
36,513
+9.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#215
of 521 holders
Holding Since
Sep 2023
11 quarters on record
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026iA Global Asset Management Inc. holds $3,650,576 across 6 REIT - Residential names. UDR ranks #1 (39.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UDR |
UDR, Inc.
This page
|
36,513 | $1,457,598 | |
| 2 | SUI |
Sun Communities Inc
|
8,896 | $1,066,719 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
7,434 | $479,121 | |
| 4 | AMH |
American Homes 4 Rent
|
7,473 | $250,494 | |
| 5 | JAN |
Janus Living, Inc.
|
8,580 | $246,589 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
1,080 | $150,055 |
All Filings in UDR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,457,598 | 36,513 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,131,123 | 33,485 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $511,132 | 13,718 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $845,670 | 20,712 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $732,431 | 16,215 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $788,151 | 18,156 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $661,465 | 14,589 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $605,357 | 14,711 | Shares | Sole | 2025-04-08 | |
| 2024-03-31 | $856,614 | 22,898 | Shares | Sole | 2025-04-08 | |
| 2023-12-31 | $879,521 | 22,970 | Shares | Sole | 2025-04-08 | |
| 2023-09-30 | $314,395 | 8,814 | Shares | Sole | 2025-04-08 | |
| No filing history on record for this holder in this stock. | ||||||