Position in UDR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$223,791
+$63,708 QoQ
Shares Held
5,606
+18.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#366
of 517 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $89,515,563 across 19 REIT - Residential names. UDR ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
601,419 | $40,854,392 | |
| 2 | AVB |
Avalonbay Communities Inc
|
267,304 | $18,058,580 | |
| 3 | SUI |
Sun Communities Inc
|
109,345 | $13,111,558 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
67,378 | $9,361,498 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
19,646 | $5,728,576 | |
| 6 | CPT |
Camden Property Trust
|
5,106 | $584,585 | |
| 7 | AMH |
American Homes 4 Rent
|
16,416 | $550,264 | |
| 8 | IRT |
Independence Realty Trust, Inc.
|
20,764 | $346,551 |
All Filings in UDR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,791 | 5,606 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $160,083 | 4,739 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $55,130 | 1,503 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $35,881 | 963 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $46,423 | 1,137 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $50,746 | 1,169 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $52,277 | 1,153 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $26,788 | 651 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||