Position in UDR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$411,655
+$50,041 QoQ
Shares Held
10,312
-3.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#317
of 521 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $411,655 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
|
10,312 | $411,655 |
All Filings in UDR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,655 | 10,312 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $361,614 | 10,705 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $427,908 | 11,666 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $452,820 | 12,153 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $475,832 | 11,654 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $545,066 | 12,067 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $597,017 | 13,753 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||