Position in UDR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$56,374,064
+$16,595,143 QoQ
Shares Held
1,412,176
+19.9% QoQ
Ownership
0.435%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#31
of 517 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $1,296,686,634 across 19 REIT - Residential names. UDR ranks #9 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
5,303,203 | $358,274,758 | |
| 2 | VMRK |
Vivmark Residential
|
3,004,393 | $204,088,412 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
1,944,155 | $125,300,788 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
818,301 | $113,694,737 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
275,322 | $80,281,140 | |
| 6 | CPT |
Camden Property Trust
|
680,971 | $77,964,367 | |
| 7 | INVH |
Invitation Homes Inc.
|
2,496,227 | $75,411,015 | |
| 8 | SUI |
Sun Communities Inc
|
623,891 | $74,810,765 |
All Filings in UDR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,374,064 | 1,412,176 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $39,778,921 | 1,177,588 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $56,826,265 | 1,549,244 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $46,756,638 | 1,254,875 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $39,709,662 | 972,561 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $58,819,422 | 1,302,179 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $25,117,500 | 578,611 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $46,998,760 | 1,036,585 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $43,835,774 | 1,065,268 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $45,019,003 | 1,203,395 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $54,675,933 | 1,427,943 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $63,429,317 | 1,778,226 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $88,904,426 | 2,069,470 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $116,370,893 | 2,834,167 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $83,794,016 | 2,163,543 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $94,775,250 | 2,272,243 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $115,453,260 | 2,507,673 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $128,266,639 | 2,235,779 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $122,157,273 | 2,036,294 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $101,711,264 | 1,919,805 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $70,574,886 | 1,440,892 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $69,256,427 | 1,579,034 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $51,851,905 | 1,349,256 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $47,767,385 | 1,464,808 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $49,022,672 | 1,311,468 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $49,694,469 | 1,360,002 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||