Position in UDR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,802,095
+$223,185 QoQ
Shares Held
120,293
-11.3% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#138
of 517 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $244,861,193 across 21 REIT - Residential names. UDR ranks #13 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
860,512 | $58,134,632 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
261,498 | $36,332,530 | |
| 3 | AMH |
American Homes 4 Rent
|
699,369 | $23,442,847 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
70,778 | $20,638,154 | |
| 5 | SUI |
Sun Communities Inc
|
168,042 | $20,149,913 | |
| 6 | VMRK |
Vivmark Residential
|
259,339 | $17,616,896 | |
| 7 | CPT |
Camden Property Trust
|
146,933 | $16,822,357 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
198,228 | $12,775,792 |
All Filings in UDR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,802,095 | 120,293 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,578,910 | 135,551 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $4,695,882 | 128,023 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,697,499 | 152,912 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,185,041 | 126,991 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,302,542 | 161,668 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,536,089 | 81,458 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,569,208 | 78,721 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,308,376 | 80,398 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,171,506 | 84,777 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,542,377 | 66,398 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,884,916 | 80,878 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $6,695,185 | 155,847 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $7,550,029 | 183,878 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $8,876,643 | 229,193 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $7,883,438 | 189,006 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,021,571 | 217,671 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $20,234,053 | 352,694 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $17,224,087 | 287,116 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $18,216,217 | 343,832 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $13,507,801 | 275,782 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $12,606,020 | 287,415 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $14,562,432 | 378,934 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $10,737,851 | 329,281 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $13,201,567 | 353,172 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $15,259,649 | 417,615 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||