Position in UDR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$613,530
+$77,813 QoQ
Shares Held
15,369
-3.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#282
of 517 holders
Holding Since
Sep 2023
12 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, 2026Pacific Sun Financial Corp holds $1,209,601 across 2 REIT - Residential names. UDR ranks #1 (50.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UDR |
UDR, Inc.
This page
|
15,369 | $613,530 | |
| 2 | AVB |
Avalonbay Communities Inc
|
8,823 | $596,071 |
All Filings in UDR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $613,530 | 15,369 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $535,717 | 15,859 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $560,433 | 15,279 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $570,487 | 15,311 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $510,619 | 12,506 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $494,656 | 10,951 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $453,026 | 10,436 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $433,042 | 9,551 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $391,377 | 9,511 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $350,793 | 9,377 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $289,357 | 7,557 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $207,813 | 5,826 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||