Position in UDR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,149,854
-$32,174 QoQ
Shares Held
28,804
-17.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#232
of 517 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $260,690,119 across 13 REIT - Residential names. UDR ranks #13 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRT |
Independence Realty Trust, Inc.
|
5,395,424 | $90,049,624 | |
| 2 | SUI |
Sun Communities Inc
|
251,460 | $30,152,566 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
312,400 | $20,134,178 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
134,749 | $18,722,020 | |
| 5 | JAN |
Janus Living, Inc.
|
647,257 | $18,602,166 | |
| 6 | AVB |
Avalonbay Communities Inc
|
272,817 | $18,431,051 | |
| 7 | AMH |
American Homes 4 Rent
|
478,537 | $16,040,558 | |
| 8 | CPT |
Camden Property Trust
|
116,389 | $13,325,373 |
All Filings in UDR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,149,854 | 28,804 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,182,028 | 34,992 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,399,744 | 38,161 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $6,656,905 | 178,661 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $7,600,335 | 186,146 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $8,676,475 | 192,085 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $8,399,224 | 193,486 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $10,729,299 | 236,641 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $10,159,151 | 246,881 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $8,334,270 | 222,782 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $10,068,698 | 262,959 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $13,369,398 | 374,808 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $19,393,386 | 451,429 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $19,183,435 | 467,205 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $18,353,757 | 473,890 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $19,595,814 | 469,811 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $21,728,621 | 471,951 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $27,463,016 | 478,700 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $29,139,961 | 485,747 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $25,661,390 | 484,360 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $22,752,334 | 464,523 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $19,887,218 | 453,425 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $16,062,047 | 417,956 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $12,062,469 | 369,901 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $16,434,115 | 439,650 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $18,217,271 | 498,557 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||