Position in UDR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,311,603
+$947,612 QoQ
Shares Held
82,956
+18.5% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#159
of 521 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UDR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Creative Planning holds $125,958,249 across 15 REIT - Residential names. UDR ranks #9 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
213,452 | $29,657,020 | |
| 2 | AVB |
Avalonbay Communities Inc
|
269,695 | $18,220,099 | |
| 3 | AMH |
American Homes 4 Rent
|
490,138 | $16,429,425 | |
| 4 | VMRK |
Vivmark Residential
|
241,376 | $16,396,671 | |
| 5 | INVH |
Invitation Homes Inc.
|
517,478 | $15,633,009 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
39,173 | $11,422,454 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
62,518 | $4,029,284 | |
| 8 | CPT |
Camden Property Trust
|
34,760 | $3,979,671 |
All Filings in UDR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,311,603 | 82,956 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,363,991 | 69,982 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,964,367 | 80,817 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $967,492 | 25,966 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $828,399 | 20,289 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $960,043 | 21,254 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $890,121 | 20,505 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $712,698 | 15,719 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $647,371 | 15,732 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $506,942 | 13,551 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $328,528 | 8,580 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $338,079 | 9,478 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $481,194 | 11,201 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $433,387 | 10,555 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $342,721 | 8,849 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $275,494 | 6,605 | Shares | Sole | 2022-11-03 | |
| 2022-03-31 | $326,607 | 5,693 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $327,665 | 5,462 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $232,264 | 4,384 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||