Position in UDR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$24,886,565
+$2,883,357 QoQ
Shares Held
623,411
-4.3% QoQ
Ownership
0.192%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#58
of 517 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Derivatives in UDR
reported options exposure · as of Mar 31, 2026CallValue
$67,560
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Residential
Real Estate · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $310,862,006 across 12 REIT - Residential names. UDR ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
|
3,962,654 | $132,828,159 | |
| 2 | 487,459 | $32,931,884 | |||
| 3 | VMRK |
Vivmark Residential
|
441,083 | $29,962,765 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
94,342 | $27,509,181 | |
| 5 | UDR |
UDR, Inc.
This page
|
623,411 | $24,886,565 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
171,254 | $23,794,028 | |
| 7 | INVH |
Invitation Homes Inc.
|
591,946 | $17,882,685 | |
| 8 | CPT |
Camden Property Trust
|
111,821 | $12,802,383 |
All Filings in UDR
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,886,565 | 623,411 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $67,560 | 2,000 | Call | Defined | 2026-05-13 | |
| 2026-03-31 | $22,003,208 | 651,368 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $15,808,491 | 430,984 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $15,392,923 | 413,122 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $15,828,074 | 387,658 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $21,029,116 | 465,555 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $21,725,183 | 500,465 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $20,096,227 | 443,234 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $18,249,694 | 443,492 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $16,039,049 | 428,737 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $16,975,755 | 443,347 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $11,432,268 | 320,501 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $12,852,169 | 299,166 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $28,117,024 | 684,779 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $13,556,117 | 350,016 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $31,095,345 | 745,513 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $16,388,167 | 355,955 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $15,667,056 | 273,088 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $22,555,398 | 375,986 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $29,187,791 | 550,921 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $32,444,299 | 662,399 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $22,187,763 | 505,877 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $27,715,868 | 721,204 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $19,387,328 | 594,521 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $16,022,001 | 428,625 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $12,828,717 | 351,087 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||