Position in UDR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$40,303,550
+$330,395 QoQ
Shares Held
1,009,608
-14.7% QoQ
Ownership
0.311%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#43
of 517 holders
Holding Since
Mar 2020
26 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, 2026HSBC HOLDINGS PLC holds $724,660,569 across 16 REIT - Residential names. UDR ranks #7 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
2,022,699 | $136,649,898 | |
| 2 | VMRK |
Vivmark Residential
|
1,776,839 | $120,700,669 | |
| 3 | INVH |
Invitation Homes Inc.
|
2,722,345 | $82,242,040 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
255,953 | $74,633,331 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
527,345 | $73,269,310 | |
| 6 | SUI |
Sun Communities Inc
|
573,646 | $68,785,889 | |
| 7 | UDR |
UDR, Inc.
This page
|
1,009,608 | $40,303,550 | |
| 8 | CPT |
Camden Property Trust
|
327,190 | $37,459,981 |
All Filings in UDR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,303,550 | 1,009,608 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $39,973,155 | 1,183,338 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $39,205,159 | 1,068,843 | Shares | Defined | 2026-03-06 | |
| 2025-09-30 | $39,346,818 | 1,056,007 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $34,279,355 | 839,563 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $36,956,060 | 818,155 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $34,073,852 | 784,931 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $34,634,861 | 763,892 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $34,948,815 | 849,303 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $29,582,143 | 790,755 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $29,163,921 | 761,659 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $25,574,747 | 716,982 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $25,618,335 | 596,330 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $23,052,766 | 561,441 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $21,732,874 | 561,138 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $19,249,039 | 461,497 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $18,933,673 | 411,244 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $22,024,056 | 383,895 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $18,331,864 | 305,582 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $16,904,857 | 319,080 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $21,650,041 | 442,018 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $17,104,303 | 389,975 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $15,802,953 | 411,214 | Shares | Defined | 2021-02-25 | |
| 2020-09-30 | $13,847,281 | 424,633 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $9,728,368 | 260,256 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $9,009,740 | 246,572 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||