Position in UDR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$191,879,709
+$28,042,826 QoQ
Shares Held
4,806,606
-0.9% QoQ
Ownership
1.48%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#16
of 517 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 6%
None 1%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $2,585,690,726 across 18 REIT - Residential names. UDR ranks #7 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
5,956,240 | $402,392,856 | |
| 2 | VMRK |
Vivmark Residential
|
5,384,176 | $365,747,073 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
1,000,799 | $291,822,977 | |
| 4 | INVH |
Invitation Homes Inc.
|
8,233,305 | $248,728,142 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
1,770,242 | $245,957,422 | |
| 6 | SUI |
Sun Communities Inc
|
1,798,284 | $215,632,231 | |
| 7 | UDR |
UDR, Inc.
This page
|
4,806,606 | $191,879,709 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
2,810,482 | $181,135,564 |
All Filings in UDR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $191,879,709 | 4,806,606 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $163,836,883 | 4,850,115 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $172,560,764 | 4,704,492 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $172,192,243 | 4,621,370 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $189,418,329 | 4,639,195 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $213,260,125 | 4,721,278 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $206,502,757 | 4,757,032 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $213,661,710 | 4,712,433 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $194,739,451 | 4,732,429 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $173,172,571 | 4,629,045 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $175,168,554 | 4,574,786 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $166,606,721 | 4,670,780 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $200,010,803 | 4,655,745 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $193,162,456 | 4,704,395 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $175,583,963 | 4,533,539 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $192,749,833 | 4,621,190 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $221,158,892 | 4,803,625 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $276,242,688 | 4,815,107 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $283,402,298 | 4,724,159 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $250,270,367 | 4,723,865 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $233,592,330 | 4,769,137 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $210,094,268 | 4,790,111 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $186,124,675 | 4,843,213 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $156,478,693 | 4,798,488 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $166,665,757 | 4,458,688 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $162,515,705 | 4,447,611 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||