Position in UDR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$279
-$6,192 QoQ
Shares Held
7
-95.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#513
of 517 holders
Holding Since
Mar 2021
13 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, 2026Plante Moran Financial Advisors, LLC holds $80,989 across 8 REIT - Residential names. UDR ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
509 | $61,034 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
50 | $14,579 | |
| 3 | 50 | $3,396 | |||
| 4 | MRP |
Millrose Properties, Inc.
|
27 | $811 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
4 | $555 | |
| 6 | UDR |
UDR, Inc.
This page
|
7 | $279 | |
| 7 | NXRT |
NexPoint Residential Trust, Inc.
|
8 | $223 | |
| 8 | CSR |
Centerspace
|
2 | $112 |
All Filings in UDR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279 | 7 | Shares | Sole | 2026-08-06 | |
| 2023-12-31 | $6,471 | 169 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $6,028 | 169 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $7,260 | 169 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $6,939 | 169 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $6,545 | 169 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $7,048 | 169 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $7,780 | 169 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $9,695 | 169 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $10,138 | 169 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $8,953 | 169 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $8,277 | 169 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $7,412 | 169 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||