UDR INC - Security Detail

Period	Total Value	Value Change	Total Holders	Holder Change
2024-06-30	$13.28B	-	477	-
2024-09-30	$13.59B	+2.3%	495	+3.8%
2024-12-31	$14.37B	+5.7%	426	-13.9%

Institution	Value	Shares	% of Portfolio
WATERFRONT CAPITAL PARTNERS, LLC	$26.7M	616K	4.9%
CENTERSQUARE INVESTMENT MANAGEMENT LLC	$390.4M	8,993K	4.1%
B&I CAPITAL AG	$10.2M	233K	3.3%
GSI CAPITAL ADVISORS LLC	$6.0M	138K	3.2%
DOVER ADVISORS, LLC	$4.4M	100K	2.5%
COHEN & STEERS, INC.	$1327.8M	30,589K	2.5%
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC	$56.4M	1,298K	2.4%
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	$2.7M	63K	2.4%
PGGM INVESTMENTS	$137.3M	3,163K	1.8%
CASTELLAN GROUP	$3.5M	79K	1.5%
DAIWA SECURITIES GROUP INC.	$303.8M	6,998K	1.4%
INVESTURE, LLC	$21.4M	493K	1.3%
HUDSON EDGE INVESTMENT PARTNERS INC.	$6.1M	141K	1.1%
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	$51.9M	1,196K	0.9%
NAN FUNG TRINITY LTD	$4.0M	91K	0.8%
CPA ASSET MANAGEMENT LLC	$1.5M	34K	0.7%
AEW CAPITAL MANAGEMENT L P	$10.6M	243K	0.5%
APG ASSET MANAGEMENT US INC.	$67.4M	1,552K	0.5%
HORIZON FAMILY WEALTH, INC.	$0.7M	16K	0.5%
CARRONADE CAPITAL MANAGEMENT, LP	$8.5M	194K	0.5%
LINCLUDEN MANAGEMENT LTD	$3.5M	81K	0.4%
SPIRIT OF AMERICA MANAGEMENT CORP/NY	$2.0M	45K	0.4%
WINEBRENNER CAPITAL MANAGEMENT LLC	$0.5M	12K	0.4%
PACIFIC HEIGHTS ASSET MANAGEMENT LLC	$5.4M	125K	0.4%
VANDERBILT UNIVERSITY	$1.9M	42K	0.4%

Ticker	Exchange	Security	Similarity Score	Common Holders	Total Holders
COLD	US	AMERICOLD REALTY TRUST INC	0.017	5	303
ADC	US	AGREE REALTY CORP	0.016	6	386
INVH	US	INVITATION HOMES INC	0.015	7	461
KRC	US	KILROY REALTY CORP	0.014	4	289
HST	US	HOST HOTELS & RESORTS INC	0.014	7	514
SUI	US	SUN COMMUNITIES INC	0.013	5	398
MAC	US	MACERICH CO/THE	0.012	3	252
ELS	US	EQUITY LIFESTYLE PROPERTIES	0.012	5	431
EXR	US	EXTRA SPACE STORAGE INC	0.011	7	625
FR	US	FIRST INDUSTRIAL REALTY TR	0.011	4	369
LINE	US	LINEAGE INC	0.011	2	188
CURB	US	CURBLINE PROPERTIES CORP	0.011	2	190
EGP	US	EASTGROUP PROPERTIES INC	0.010	4	385
CUBE	US	CUBESMART	0.010	4	395
OHI	US	OMEGA HEALTHCARE INVESTORS	0.010	5	501
KIM	US	KIMCO REALTY CORP	0.010	5	502
SPG	US	SIMON PROPERTY GROUP INC	0.010	9	924
AVB	US	AVALONBAY COMMUNITIES INC	0.010	6	625
CUZ	US	COUSINS PROPERTIES INC	0.009	3	322
RHP	US	RYMAN HOSPITALITY PROPERTIES	0.009	3	329
VICI	US	VICI PROPERTIES INC	0.009	6	670
EQR	US	EQUITY RESIDENTIAL	0.009	5	565
DLR	US	DIGITAL REALTY TRUST INC	0.009	8	923
EQIX	US	EQUINIX INC	0.009	8	926
HR	US	HEALTHCARE REALTY TRUST INC	0.008	3	353