Position in UDR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$132,201,898
+$12,553,045 QoQ
Shares Held
3,311,671
-6.5% QoQ
Ownership
1.02%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#20
of 517 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026MORGAN STANLEY holds $2,101,325,660 across 21 REIT - Residential names. UDR ranks #7 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
4,693,293 | $317,070,329 | |
| 2 | VMRK |
Vivmark Residential
|
4,505,352 | $306,048,554 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
791,652 | $230,837,798 | |
| 4 | INVH |
Invitation Homes Inc.
|
7,459,843 | $225,361,849 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
1,559,633 | $216,695,400 | |
| 6 | CPT |
Camden Property Trust
|
1,177,352 | $134,795,023 | |
| 7 | UDR |
UDR, Inc.
This page
|
3,311,671 | $132,201,898 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
2,049,432 | $132,085,882 |
All Filings in UDR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,201,898 | 3,311,671 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $119,648,853 | 3,542,003 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $125,323,155 | 3,416,662 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $104,396,624 | 2,801,842 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $105,589,109 | 2,586,067 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $124,105,515 | 2,747,521 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $114,339,153 | 2,633,936 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $125,139,028 | 2,760,014 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $110,439,557 | 2,683,829 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $94,964,044 | 2,538,467 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $101,090,457 | 2,640,127 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $81,178,492 | 2,275,820 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $99,432,977 | 2,314,548 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $129,871,541 | 3,162,970 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $200,567,480 | 5,178,608 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $166,844,000 | 4,000,096 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $304,562,700 | 6,615,176 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $152,956,390 | 2,666,139 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $154,649,777 | 2,577,926 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $187,624,482 | 3,541,421 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $161,420,737 | 3,295,646 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $76,222,097 | 1,737,850 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $88,014,189 | 2,290,247 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $79,066,464 | 2,424,608 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $77,388,746 | 2,070,325 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $99,364,535 | 2,719,336 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||