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Vert Asset Management LLC: UDR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vert Asset Management LLC on UDR, newest first. How the timeline and the estimate are built.

Vert Asset Management LLC held 160,196 UDR shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160,196 shares
    Change vs previous 13F +6,031 shares

    1.75% of the 13F portfolio, value $6,395,024.

    13F-HR 0001904664-26-000003 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 154,165 shares
    Change vs previous 13F +1,217 shares

    1.65% of the 13F portfolio, value $5,207,694.

    13F-HR 0001904664-26-000002 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 152,948 shares
    Change vs previous 13F +10,863 shares

    1.87% of the 13F portfolio, value $5,610,133.

    13F-HR 0001904664-26-000001 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 142,085 shares
    Change vs previous 13F +4,307 shares

    1.78% of the 13F portfolio, value $5,294,087.

    13F-HR 0001904664-25-000007 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 137,778 shares
    Change vs previous 13F -8,901 shares

    2.05% of the 13F portfolio, value $5,625,476.

    13F-HR 0001904664-25-000004 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 146,679 shares
    Change vs previous 13F +8,817 shares

    2.28% of the 13F portfolio, value $6,625,490.

    13F-HR 0001904664-25-000003 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 137,862 shares
    Change vs previous 13F +7,879 shares

    2.05% of the 13F portfolio, value $5,984,589.

    13F-HR 0001904664-25-000001 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 129,983 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $5,893,429.

    13F-HR 0001904664-24-000007 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).