Position in UDR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,024,618
+$1,779,082 QoQ
Shares Held
75,767
+105.5% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#168
of 515 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, 2026MACKENZIE FINANCIAL CORP holds $75,372,258 across 8 REIT - Residential names. UDR ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
110,505 | $32,222,152 | |
| 2 | VMRK |
Vivmark Residential
|
213,512 | $14,503,870 | |
| 3 | AVB |
Avalonbay Communities Inc
|
51,129 | $9,647,531 | |
| 4 | INVH |
Invitation Homes Inc.
|
216,949 | $6,554,029 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
35,271 | $4,900,552 | |
| 6 | SUI |
Sun Communities Inc
|
34,223 | $4,103,679 | |
| 7 | UDR |
UDR, Inc.
This page
|
75,767 | $3,024,618 | |
| 8 | CPT |
Camden Property Trust
|
3,632 | $415,827 |
All Filings in UDR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,024,618 | 75,767 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,245,536 | 36,872 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $442,947 | 12,076 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $436,538 | 11,716 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $482,202 | 11,810 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $611,872 | 13,546 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $590,593 | 13,605 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $511,163 | 11,274 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $529,929 | 12,878 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,042,803 | 27,875 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,030,575 | 26,915 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,083,868 | 30,386 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,281,754 | 29,836 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,254,013 | 30,541 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,076,345 | 27,791 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,052,259 | 25,228 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $1,191,377 | 25,877 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,365,635 | 23,804 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,766,858 | 46,122 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,103,149 | 20,822 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $761,785 | 15,553 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $636,627 | 14,515 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,881,673 | 74,985 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,347,430 | 71,985 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,789,781 | 74,633 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,802,827 | 104,073 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||