Position in UDR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,511,610
+$35,257 QoQ
Shares Held
37,866
-13.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#212
of 515 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Atlantic Union Bankshares Corp holds $2,736,863 across 6 REIT - Residential names. UDR ranks #1 (55.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UDR |
UDR, Inc.
This page
|
37,866 | $1,511,610 | |
| 2 | IRT |
Independence Realty Trust, Inc.
|
56,782 | $947,691 | |
| 3 | VMRK |
Vivmark Residential
|
1,950 | $132,463 | |
| 4 | AVB |
Avalonbay Communities Inc
|
412 | $77,740 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
350 | $48,628 | |
| 6 | ELME |
Elme Communities
|
12,657 | $18,731 |
All Filings in UDR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,511,610 | 37,866 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $1,476,353 | 43,705 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $690,280 | 18,819 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $820,241 | 22,014 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $911,202 | 22,317 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $959,003 | 21,231 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $1,048,959 | 24,164 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $1,103,166 | 24,331 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,145,944 | 27,848 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $1,066,708 | 28,514 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $1,143,836 | 29,873 | Shares | Other | 2024-01-19 | |
| 2023-09-30 | $1,092,964 | 30,641 | Shares | Other | 2023-10-20 | |
| 2023-06-30 | $1,392,375 | 32,411 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $1,461,160 | 35,586 | Shares | Other | 2023-05-08 | |
| 2022-12-31 | $1,430,608 | 36,938 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $1,724,249 | 41,339 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,070,372 | 44,969 | Shares | Other | 2022-07-21 | |
| 2022-03-31 | $2,655,312 | 46,284 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $3,154,453 | 52,583 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $2,981,554 | 56,277 | Shares | Other | 2021-10-26 | |
| 2021-06-30 | $2,832,218 | 57,824 | Shares | Other | 2021-07-26 | |
| 2021-03-31 | $2,547,169 | 58,075 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $2,476,467 | 64,441 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,138,693 | 65,584 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $2,524,345 | 67,532 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $2,502,806 | 68,495 | Shares | Other | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||