DIMENSIONAL FUND ADVISORS LP

Position in UDR — UDR, Inc.

CIK 354204 AUSTIN, TX

Back to UDR Full portfolio

Position in UDR

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$163,836,883

-$8,723,881 QoQ

Shares Held

4,850,115

+3.1% QoQ

Ownership

1.49%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 92.59291789988485.ToString("F0")% Shared 6.348261845337689.ToString("F0")% None 1.0588202547774639.ToString("F0")%

Common Shares in UDR Over Time

Shares Held

Position Value (USD)

Position in REIT - Residential

Real Estate · as of Mar 31, 2026

DIMENSIONAL FUND ADVISORS LP holds $2,313,143,309 across 21 REIT - Residential names. UDR ranks #8 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVB	Avalonbay Communities Inc	2,137,158	$349,104,757
2	EQR	Equity Residential	5,433,423	$321,386,967
3	ESS	Essex Property Trust, Inc.	995,810	$240,986,020
4	SUI	Sun Communities Inc	1,812,301	$228,277,432
5	MAA	Mid America Apartment Communities Inc.	1,772,445	$216,450,981
6	INVH	Invitation Homes Inc.	8,379,282	$208,225,155
7	ELS	Equity Lifestyle Properties Inc	2,806,080	$175,155,512
8	UDR	UDR, Inc. This page	4,850,115	$163,836,883

All Filings in UDR

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$163,836,883	4,850,115	+3.1%	Shares	Sole	2026-05-07
2025-12-31	$172,560,764	4,704,492	+1.8%	Shares	Sole	2026-02-12
2025-09-30	$172,192,243	4,621,370	-0.4%	Shares	Sole	2025-11-12
2025-06-30	$189,418,329	4,639,195	-1.7%	Shares	Sole	2025-08-12
2025-03-31	$213,260,125	4,721,278	-0.8%	Shares	Sole	2025-05-13
2024-12-31	$206,502,757	4,757,032	+0.9%	Shares	Sole	2025-02-13
2024-09-30	$213,661,710	4,712,433	-0.4%	Shares	Sole	2024-11-07
2024-06-30	$194,739,451	4,732,429	+2.2%	Shares	Sole	2024-08-09
2024-03-31	$173,172,571	4,629,045	+1.2%	Shares	Sole	2024-05-10
2023-12-31	$175,168,554	4,574,786	-2.1%	Shares	Sole	2024-02-07
2023-09-30	$166,606,721	4,670,780	+0.3%	Shares	Sole	2023-11-09
2023-06-30	$200,010,803	4,655,745	-1.0%	Shares	Sole	2023-08-09
2023-03-31	$193,162,456	4,704,395	+3.8%	Shares	Sole	2023-05-12
2022-12-31	$175,583,963	4,533,539	-1.9%	Shares	Sole	2023-02-09
2022-09-30	$192,749,833	4,621,190	-3.8%	Shares	Sole	2022-11-10
2022-06-30	$221,158,892	4,803,625	-0.2%	Shares	Sole	2022-08-12
2022-03-31	$276,242,688	4,815,107	+1.9%	Shares	Defined	2022-05-13
2021-12-31	$283,402,298	4,724,159	+0.0%	Shares	Defined	2022-02-09
2021-09-30	$250,270,367	4,723,865	-0.9%	Shares	Defined	2021-11-12
2021-06-30	$233,592,330	4,769,137	-0.4%	Shares	Defined	2021-08-12
2021-03-31	$210,094,268	4,790,111	-1.1%	Shares	Defined	2021-05-14
2020-12-31	$186,124,675	4,843,213	+0.9%	Shares	Defined	2021-03-08
2020-09-30	$156,478,693	4,798,488	+7.6%	Shares	Defined	2020-11-12
2020-06-30	$166,665,757	4,458,688	+0.2%	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.