Position in UDR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$200,598
-$106,596 QoQ
Shares Held
5,025
-40.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#376
of 521 holders
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026TCV Trust & Wealth Management, Inc. holds $200,598 across 1 REIT - Residential name. UDR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UDR |
UDR, Inc.
This page
|
5,025 | $200,598 |
All Filings in UDR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,598 | 5,025 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $307,194 | 8,375 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $312,052 | 8,375 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $360,569 | 8,831 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $398,895 | 8,831 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $242,618 | 5,589 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $253,404 | 5,589 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $212,539 | 5,165 | Shares | Sole | 2024-07-26 | |
| 2023-12-31 | $216,912 | 5,665 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $200,286 | 5,615 | Shares | Sole | 2023-10-19 | |
| No filing history on record for this holder in this stock. | ||||||