Position in UDR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,766,977
+$7,277,960 QoQ
Shares Held
545,265
+27.1% QoQ
Ownership
0.168%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#72
of 517 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026RAYMOND JAMES FINANCIAL INC holds $200,653,209 across 15 REIT - Residential names. UDR ranks #2 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
469,738 | $65,265,395 | |
| 2 | UDR |
UDR, Inc.
This page
|
545,265 | $21,766,977 | |
| 3 | 291,919 | $19,721,506 | |||
| 4 | SUI |
Sun Communities Inc
|
129,056 | $15,475,103 | |
| 5 | MRP |
Millrose Properties, Inc.
|
505,294 | $15,184,084 | |
| 6 | UMH |
Umh Properties, Inc.
|
969,903 | $14,684,330 | |
| 7 | VMRK |
Vivmark Residential
|
178,787 | $12,144,999 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
177,210 | $11,421,184 |
All Filings in UDR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,766,977 | 545,265 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $14,489,017 | 428,923 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $14,134,270 | 385,340 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $14,957,653 | 401,440 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $16,509,363 | 404,344 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $22,066,899 | 488,530 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $22,661,581 | 522,036 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||