LPL Financial LLC

Position in UDR — UDR, Inc.

CIK 1403438 FORT MILL, SC

Position in UDR

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$5,715,905

+$898,236 QoQ

Shares Held

143,184

+0.4% QoQ

Ownership

0.044%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#127

of 517 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

LPL Financial LLC holds $64,735,035 across 17 REIT - Residential names. UDR ranks #4 (8.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ESS	Essex Property Trust, Inc.	30,873	$9,002,258
2			109,583	$7,403,252
3	MAA	Mid America Apartment Communities Inc.	44,152	$6,134,478
4	UDR	UDR, Inc. This page	143,184	$5,715,905
5	ELS	Equity Lifestyle Properties Inc	86,700	$5,587,815
6	IRT	Independence Realty Trust, Inc.	334,131	$5,576,646
7	AIV	Apartment Investment & Management Co	1,633,396	$4,851,186
8	VMRK	Vivmark Residential	71,400	$4,850,202

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,715,905	143,184	+0.4%	Shares	Sole	2026-08-07
2026-03-31	$4,817,669	142,619	-0.2%	Shares	Sole	2026-05-06
2025-12-31	$5,241,608	142,901	+8.4%	Shares	Sole	2026-02-11
2025-09-30	$4,909,638	131,767	+7.3%	Shares	Sole	2025-11-12
2025-06-30	$5,015,393	122,836	+7.6%	Shares	Sole	2025-08-12
2025-03-31	$5,155,974	114,146	+3.2%	Shares	Sole	2025-05-07
2024-12-31	$4,802,057	110,621	+8.8%	Shares	Sole	2025-02-11
2024-09-30	$4,610,624	101,690	+2.2%	Shares	Sole	2024-11-08
2024-06-30	$4,095,412	99,524	+4.5%	Shares	Sole	2024-08-07
2024-03-31	$3,563,489	95,255	+3.9%	Shares	Sole	2024-05-10
2023-12-31	$3,509,814	91,664	-17.7%	Shares	Sole	2024-02-14
2023-09-30	$3,975,136	111,442	+1.0%	Shares	Sole	2023-11-13
2023-06-30	$4,740,206	110,340	+5.9%	Shares	Sole	2023-07-31
2023-03-31	$4,276,357	104,149	+2.2%	Shares	Sole	2023-05-10
2022-12-31	$3,945,967	101,884	+6.7%	Shares	Sole	2023-02-07
2022-09-30	$3,982,721	95,486	+8.5%	Shares	Sole	2022-11-14
2022-06-30	$4,052,118	88,013	+8.8%	Shares	Sole	2022-08-12
2022-03-31	$4,639,167	80,864	+8.7%	Shares	Sole	2022-05-16
2021-12-31	$4,463,256	74,400	+8.8%	Shares	Sole	2022-02-14
2021-09-30	$3,624,096	68,405	+13.0%	Shares	Sole	2021-11-15
2021-06-30	$2,966,081	60,557	+20.6%	Shares	Sole	2021-08-13
2021-03-31	$2,202,473	50,216	+33.5%	Shares	Sole	2021-05-14
2020-12-31	$1,446,044	37,628	+1.7%	Shares	Sole	2021-02-12
2020-09-30	$1,206,602	37,001	+5.0%	Shares	Sole	2020-11-09
2020-06-30	$1,317,831	35,255	+56.7%	Shares	Sole	2020-08-13
2020-03-31	$821,894	22,493	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.