Position in UDR
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$347,494
-$4,515 QoQ
Shares Held
10,287
+32.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Jefferies Financial Group Inc. holds $5,350,011 across 8 REIT - Residential names. UDR ranks #6 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
7,200 | $1,742,400 | |
| 2 | JAN |
Janus Living, Inc.
|
50,000 | $1,178,500 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
5,000 | $610,600 | |
| 4 | EQR |
Equity Residential
|
10,000 | $591,500 | |
| 5 | CPT |
Camden Property Trust
|
6,000 | $585,960 | |
| 6 | UDR |
UDR, Inc.
This page
|
10,287 | $347,494 | |
| 7 | INVH |
Invitation Homes Inc.
|
9,782 | $243,082 | |
| 8 | ELME |
Elme Communities
|
25,112 | $50,475 |
All Filings in UDR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $347,494 | 10,287 | Shares | Defined | 2026-05-08 | |
| 2025-03-31 | $352,009 | 7,793 | Shares | Defined | 2025-05-08 | |
| 2023-12-31 | $3,621,544 | 94,582 | Shares | Defined | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||