Position in UDR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,317
+$676 QoQ
Shares Held
33
+73.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#484
of 515 holders
Holding Since
Dec 2025
3 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, 2026Transamerica Financial Advisors, LLC holds $376,858 across 12 REIT - Residential names. UDR ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
4,782 | $324,841 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
265 | $36,819 | |
| 3 | SUI |
Sun Communities Inc
|
39 | $4,676 | |
| 4 | CPT |
Camden Property Trust
|
25 | $2,862 | |
| 5 | AVB |
Avalonbay Communities Inc
|
14 | $2,641 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
5 | $1,457 | |
| 7 | UDR |
UDR, Inc.
This page
|
33 | $1,317 | |
| 8 | INVH |
Invitation Homes Inc.
|
42 | $1,268 |
All Filings in UDR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,317 | 33 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $641 | 19 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $403 | 11 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||