Position in UDR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,722,543
+$2,131,597 QoQ
Shares Held
68,200
+289.8% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#172
of 517 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 13%
Shared 1%
None 86%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Pathstone Holdings, LLC holds $27,672,716 across 12 REIT - Residential names. UDR ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
62,501 | $8,683,888 | |
| 2 | IRT |
Independence Realty Trust, Inc.
|
268,335 | $4,478,510 | |
| 3 | UDR |
UDR, Inc.
This page
|
68,200 | $2,722,543 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
7,194 | $2,097,697 | |
| 5 | AVB |
Avalonbay Communities Inc
|
8,361 | $1,577,636 | |
| 6 | VMRK |
Vivmark Residential
|
21,807 | $1,481,347 | |
| 7 | CPT |
Camden Property Trust
|
11,691 | $1,338,501 | |
| 8 | SUI |
Sun Communities Inc
|
10,774 | $1,291,909 |
All Filings in UDR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,722,543 | 68,200 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $590,946 | 17,494 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $605,035 | 16,495 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $655,849 | 17,602 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,347,429 | 33,001 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,294,255 | 28,653 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,224,984 | 28,219 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,211,711 | 26,725 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $1,088,952 | 26,463 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $939,177 | 25,105 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $861,639 | 22,503 | Shares | Other | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||