BOK Financial Private Wealth, Inc.

Position in UDR — UDR, Inc.

CIK 1317348 DENVER, CO

Position in UDR

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$377,164

+$43,047 QoQ

Shares Held

9,448

-4.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#321

of 517 holders

Holding Since

Jun 2022

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

BOK Financial Private Wealth, Inc. holds $386,759 across 5 REIT - Residential names. UDR ranks #1 (97.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UDR	UDR, Inc. This page	9,448	$377,164
2	MAA	Mid America Apartment Communities Inc.	66	$9,170
3	ESS	Essex Property Trust, Inc.	1	$291
4	MRP	Millrose Properties, Inc.	3	$90
5	SUI	Sun Communities Inc	0	$44

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$377,164	9,448	-4.5%	Shares	Sole	2026-08-10
2026-03-31	$334,117	9,891	-6.8%	Shares	Sole	2026-05-12
2025-12-31	$389,174	10,610	-7.4%	Shares	Sole	2026-02-06
2025-09-30	$427,074	11,462	-30.8%	Shares	Sole	2025-11-07
2025-06-30	$675,858	16,553	+82665.0%	Shares	Sole	2025-08-07
2024-12-31	$868	20	-92.6%	Shares	Sole	2025-02-07
2022-06-30	$12,476	271	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.