Position in UDR
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,874,164
+$7,076 QoQ
Shares Held
46,948
-15.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#199
of 517 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $57,192,559 across 17 REIT - Residential names. UDR ranks #10 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
88,654 | $12,317,586 | |
| 2 | VMRK |
Vivmark Residential
|
166,974 | $11,342,543 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
22,294 | $6,500,707 | |
| 4 | AMH |
American Homes 4 Rent
|
154,521 | $5,179,543 | |
| 5 | AVB |
Avalonbay Communities Inc
|
69,342 | $4,684,607 | |
| 6 | CPT |
Camden Property Trust
|
27,532 | $3,152,138 | |
| 7 | SUI |
Sun Communities Inc
|
25,046 | $3,003,265 | |
| 8 | INVH |
Invitation Homes Inc.
|
91,008 | $2,749,351 |
All Filings in UDR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,874,164 | 46,948 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,867,088 | 55,272 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,702,428 | 46,413 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,284,128 | 34,464 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,543,455 | 37,802 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,723,596 | 38,158 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,710,527 | 39,404 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $203,168 | 4,481 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $207,225 | 5,412 | Shares | Sole | 2024-02-15 | |
| 2023-06-30 | $350,811 | 8,166 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $290,499 | 7,075 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $260,652 | 6,730 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $316,912 | 7,598 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $371,358 | 8,066 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $470,720 | 8,205 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $478,540 | 7,977 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $447,733 | 8,451 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $278,990 | 5,696 | Shares | Sole | 2021-08-10 | |
| 2020-09-30 | $223,965 | 6,868 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $239,643 | 6,411 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $265,682 | 7,271 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||