Position in UDR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$366,345
-$223,757 QoQ
Shares Held
9,177
-47.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#323
of 515 holders
Holding Since
Dec 2020
16 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $6,523,291 across 10 REIT - Residential names. UDR ranks #8 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
15,345 | $1,042,385 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
6,759 | $939,095 | |
| 3 | INVH |
Invitation Homes Inc.
|
28,544 | $862,314 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
2,953 | $861,065 | |
| 5 | AVB |
Avalonbay Communities Inc
|
4,424 | $834,764 | |
| 6 | MRP |
Millrose Properties, Inc.
|
17,112 | $514,215 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
6,709 | $432,395 | |
| 8 | UDR |
UDR, Inc.
This page
|
9,177 | $366,345 |
All Filings in UDR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,345 | 9,177 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $590,102 | 17,469 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $388,037 | 10,579 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $239,320 | 6,423 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $381,352 | 9,340 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $332,857 | 7,369 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $313,593 | 7,224 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $323,908 | 7,144 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $293,811 | 7,140 | Shares | Defined | 2024-08-14 | |
| 2022-06-30 | $245,577 | 5,334 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $298,381 | 5,201 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $304,509 | 5,076 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $263,204 | 4,968 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $347,953 | 7,104 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $348,511 | 7,946 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $305,095 | 7,939 | Shares | Defined | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||