Position in UDR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$38,922
-$1,580 QoQ
Shares Held
975
-18.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#413
of 517 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026UMB Bank, n.a. holds $1,080,449 across 16 REIT - Residential names. UDR ranks #9 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
6,245 | $421,910 | |
| 2 | ELS |
Equity Lifestyle Properties Inc
|
2,768 | $178,397 | |
| 3 | AMH |
American Homes 4 Rent
|
3,841 | $128,750 | |
| 4 | IRT |
Independence Realty Trust, Inc.
|
3,321 | $55,427 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
378 | $52,518 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
145 | $42,280 | |
| 7 | VMRK |
Vivmark Residential
|
621 | $42,184 | |
| 8 | INVH |
Invitation Homes Inc.
|
1,377 | $41,599 |
All Filings in UDR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,922 | 975 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $40,502 | 1,199 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $62,869 | 1,714 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $34,130 | 916 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $43,238 | 1,059 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $60,618 | 1,342 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $39,416 | 908 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $35,999 | 794 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $32,673 | 794 | Shares | Sole | 2024-07-29 | |
| 2023-09-30 | $13,233 | 371 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $11,642 | 271 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $10,306 | 251 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $10,108 | 261 | Shares | Sole | 2023-01-10 | |
| 2022-03-31 | $292,587 | 5,100 | Shares | Defined | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||