Position in UDR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$339,359
+$21,862 QoQ
Shares Held
8,501
-9.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#331
of 517 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $105,533,329 across 14 REIT - Residential names. UDR ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
988,616 | $67,156,682 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
69,925 | $9,715,377 | |
| 3 | AVB |
Avalonbay Communities Inc
|
117,644 | $7,947,811 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
20,382 | $5,943,186 | |
| 5 | CPT |
Camden Property Trust
|
32,161 | $3,682,110 | |
| 6 | BRT |
BRT Apartments Corp.
|
168,784 | $2,594,210 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
32,482 | $2,093,463 | |
| 8 | MRP |
Millrose Properties, Inc.
|
53,857 | $1,618,401 |
All Filings in UDR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,359 | 8,501 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $317,497 | 9,399 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $349,816 | 9,537 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $384,969 | 10,332 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $414,831 | 10,160 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $443,117 | 9,810 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $439,005 | 10,113 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $416,855 | 9,194 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $515,032 | 12,516 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $634,360 | 16,957 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $599,696 | 15,662 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $540,577 | 15,155 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $812,028 | 18,902 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $697,853 | 16,996 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $529,940 | 13,683 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $550,779 | 13,205 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $594,053 | 12,903 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $645,870 | 11,258 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $719,698 | 11,997 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $642,699 | 12,131 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $585,163 | 11,947 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $603,248 | 13,754 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $484,754 | 12,614 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $313,380 | 9,610 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $446,316 | 11,940 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $541,046 | 14,807 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||