Position in UDR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$16,646
+$1,783 QoQ
Shares Held
417
-5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#434
of 517 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $1,902,312 across 11 REIT - Residential names. UDR ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
4,243 | $800,611 | |
| 2 | SUI |
Sun Communities Inc
|
4,230 | $507,219 | |
| 3 | VMRK |
Vivmark Residential
|
3,383 | $229,807 | |
| 4 | CPT |
Camden Property Trust
|
1,229 | $140,708 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
2,144 | $138,180 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
283 | $39,320 | |
| 7 | UDR |
UDR, Inc.
This page
|
417 | $16,646 | |
| 8 | INVH |
Invitation Homes Inc.
|
428 | $12,929 |
All Filings in UDR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,646 | 417 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $14,863 | 440 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $13,975 | 381 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $27,311 | 733 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $27,886 | 683 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $32,432 | 718 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $32,861 | 757 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $35,410 | 781 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $33,249 | 808 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $16,348 | 437 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $16,732 | 437 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $14,018 | 393 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $35,227 | 820 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $64,341 | 1,567 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $58,443 | 1,509 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $72,450 | 1,737 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $73,203 | 1,590 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $100,282 | 1,748 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $70,608 | 1,177 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $107,655 | 2,032 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $89,486 | 1,827 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $80,132 | 1,827 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $66,868 | 1,740 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $36,034 | 1,105 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $34,314 | 918 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $15,492 | 424 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||