Position in UDR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$206,891,347
+$37,659,290 QoQ
Shares Held
5,182,649
+3.4% QoQ
Ownership
1.60%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#15
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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $2,956,511,511 across 17 REIT - Residential names. UDR ranks #6 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
9,872,263 | $666,952,350 | |
| 2 | VMRK |
Vivmark Residential
|
4,993,498 | $339,208,318 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
939,663 | $273,996,334 | |
| 4 | INVH |
Invitation Homes Inc.
|
7,925,587 | $239,431,983 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
1,686,464 | $234,317,307 | |
| 6 | UDR |
UDR, Inc.
This page
|
5,182,649 | $206,891,347 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
3,095,506 | $199,505,361 | |
| 8 | SUI |
Sun Communities Inc
|
1,648,236 | $197,639,978 |
All Filings in UDR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,891,347 | 5,182,649 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $169,232,057 | 5,009,830 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $181,259,208 | 4,941,636 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $175,623,780 | 4,713,467 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $190,613,834 | 4,668,475 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $200,383,515 | 4,436,208 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $189,573,814 | 4,367,054 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $193,693,930 | 4,272,032 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $170,970,801 | 4,154,819 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $155,526,014 | 4,157,338 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $158,069,926 | 4,128,230 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $144,329,701 | 4,046,249 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $172,045,520 | 4,004,784 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $163,146,284 | 3,973,363 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $148,237,370 | 3,827,456 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $153,397,659 | 3,677,719 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $163,210,649 | 3,544,975 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $203,923,902 | 3,554,539 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $201,504,490 | 3,358,968 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $167,291,343 | 3,157,632 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $159,154,191 | 3,249,371 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $140,338,403 | 3,199,690 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $118,690,516 | 3,088,486 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $100,353,850 | 3,077,395 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $94,548,000 | 2,529,374 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $147,821,291 | 4,045,465 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||