Position in UDR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$217,710,942
-$1,461,329 QoQ
Shares Held
5,453,681
-15.9% QoQ
Ownership
1.68%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#14
of 517 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 88%
None 12%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $1,321,297,969 across 11 REIT - Residential names. UDR ranks #2 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
5,390,114 | $646,328,568 | |
| 2 | UDR |
UDR, Inc.
This page
|
5,453,681 | $217,710,942 | |
| 3 | AVB |
Avalonbay Communities Inc
|
2,468,610 | $166,774,834 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
330,332 | $96,321,506 | |
| 5 | INVH |
Invitation Homes Inc.
|
2,218,739 | $67,028,104 | |
| 6 | CPT |
Camden Property Trust
|
466,631 | $53,424,582 | |
| 7 | AMH |
American Homes 4 Rent
|
928,333 | $31,117,721 | |
| 8 | CSR |
Centerspace
|
476,122 | $26,753,293 |
All Filings in UDR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,710,942 | 5,453,681 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $219,172,271 | 6,488,226 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $232,985,048 | 6,351,828 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $245,016,838 | 6,575,868 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $274,661,040 | 6,726,942 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $311,520,549 | 6,896,625 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $300,663,951 | 6,926,145 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $321,587,277 | 7,092,794 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $293,492,168 | 7,132,252 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $272,250,935 | 7,277,491 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $281,459,180 | 7,350,723 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $302,677,638 | 8,485,496 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $389,780,072 | 9,073,093 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $87,719,514 | 2,136,374 | Shares | Defined | 2023-05-12 | |
| 2022-06-30 | $58,663,244 | 1,274,180 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $113,401,842 | 1,976,675 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $118,292,719 | 1,971,874 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $103,735,208 | 1,958,007 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $98,158,367 | 2,004,050 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $68,433,834 | 1,560,279 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $56,459,625 | 1,469,155 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $12,904,623 | 395,726 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $13,062,552 | 349,453 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $12,727,830 | 348,326 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||