Position in UDR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,088,255
+$299,064 QoQ
Shares Held
52,311
-1.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#190
of 515 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $12,035,474 across 12 REIT - Residential names. UDR ranks #1 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UDR |
UDR, Inc.
This page
|
52,311 | $2,088,255 | |
| 2 | IRT |
Independence Realty Trust, Inc.
|
117,383 | $1,959,122 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
4,711 | $1,373,680 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
21,216 | $1,367,371 | |
| 5 | VMRK |
Vivmark Residential
|
18,207 | $1,236,801 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
8,364 | $1,162,094 | |
| 7 | AVB |
Avalonbay Communities Inc
|
5,409 | $1,020,624 | |
| 8 | MRP |
Millrose Properties, Inc.
|
27,811 | $835,720 |
All Filings in UDR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,088,255 | 52,311 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,789,191 | 52,966 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,898,630 | 51,762 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,949,107 | 52,311 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,113,605 | 51,766 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,338,134 | 51,763 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,237,698 | 51,548 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,358,450 | 52,017 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,165,477 | 52,624 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,981,271 | 52,961 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,977,487 | 51,645 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,227,583 | 34,415 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,606,059 | 37,385 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,334,737 | 32,507 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,176,230 | 30,370 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,171,633 | 28,090 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,132,215 | 24,592 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,536,139 | 26,776 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,602,512 | 26,713 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,411,228 | 26,637 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,320,451 | 26,959 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,189,877 | 27,129 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,058,131 | 27,534 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $918,884 | 28,178 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,140,127 | 30,501 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,139,280 | 31,179 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||